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QMEQME 

Partner Portal: Restricting Visibility on Accounts and Contacts

On our partner portal we are exposing the standard Accounts and Contacts tabs.


Problem
The partner user (who is a portal enabled contact) that logs into the partner portal, should only be able to see the Contact(s) and Account under that Account.


Scenario

 

Partner Account:
Acme Resellers

 

Contacts created under Acme Resellers:
Tom Jones (partner user contact - portal enabled)
Bob Smith (contact - NOT portal enabled)

 

Scenario
Tom Jones logs into the Partner Portal and should only be able to see the Acme Resellers Account and both the partner users (Bob Smith and himself - Tom Jones). The goal being that Tom Jones should be able to update his contact info and Bob Smith's contact info.


The problem is that right now the partner user Tom Jones can see ALL the Accounts and ALL the contacts in the system. How can this visiblity be restricted so that Tom Jones can only see the Acme Resellers acccount and the 2 contacts under Acme Resellers?

 

Thanks in advance for your help!!

TrimbleAgTrimbleAg

It sounds like you have a sharing rule that is enabling this. Click on the account and than the "Sharing" button and review.

 

PB