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Before You Set up Security

Before you set up security for portal pages, consider the number of groups that you'll need and the data that you'll want the members of each group to have access to. For example, supervising contacts or users might need to be able to view more pages and information than other contacts or users. You can even name your groups to reflect roles.

Contacts are assigned to security groups in Service Management, along with the sign-in name and password for accessing the Customer Portal pages. As you determine your groups, we recommend that you open the Customer Portal website application to see which data and display options are available.

In addition, as you set up security and access parameters, you can preview the resulting pages in the Signature Portal Security application.

Data Settings

Areas in Service Management are represented by data objects. For example, there is a CallTask object for service call tasks, a CallAppointment object for service appointments, and so on. In Signature Portal Security, you assign access to these data objects by security group, contact, or both.

Some data objects that are displayed in Signature Portal Security aren't currently supported.

Visual Display Settings

Portal pages and panes represent what is displayed on the portal website pages. In Signature Portal Security, you assign access to these pages and their panes by security group. Each combination of web page and pane contains a list of properties that you can set permissions for.

Permission Types

For each data object, you can set one of these permissions:

  • Create (create new object)
  • Read (view object)
  • Update (change object values)

Some permissions affect others. For example, if the Read permission isn't set, the Update permission can't be set. 

For each web page or pane property, you can set permissions to display (or not display), and you can indicate whether that property value is required.

Although it's displayed in Signature Portal Security, the Delete permission type isn't supported with this version of Signature portals. Users can't delete records from the website.

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