Overview
This guide demonstrates how to manage customer access to your IT Portal while protecting sensitive information. Giving access to your customers doesn't mean they should see everything.
Access Management Options
The portal supports read-only access for customers, which allows them to view data without consuming a license. This flexible approach accommodates different security needs.
Two Restriction Strategies
1. Individual Account Restrictions
Assign specific access permissions to particular login credentials, enabling granular control over what each user can view.
2. Group-Based Restrictions
Create user groups and apply restrictions at the group level, streamlining management when multiple customers need similar access levels.
Recommended Action
A video tutorial is available demonstrating these access control features in practice. For additional guidance or implementation questions, contact the IT Portal Support Team at [email protected].
Takeaway
Organizations can balance customer transparency with security by implementing role-based access controls, whether through individual accounts or group assignments.
