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Is there a way to choose which records can be shown in the customer portal?

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You have the options to show records of:

You can display records based on different options. You can show records of:
  • Only the logged-in contacts
  • All contacts belonging to the logged-in contact's organization
  • All contacts belonging to the logged-in contact's organization and its subsidiaries

Follow these steps to choose which records to show:
  1. Click the User Menu on the top right corner of the screen.
  2. Click the Settings button.
  3. Select Customer Portal under Configuration.
  4. Scroll down to the Portal Layout block.
  5. Click a module name under Portal Menu. The Record Visibility block appears on the right.
  6. Select an appropriate option to show the desired records on the portal.
  7. Click Save.

To learn more about customer portal configuration, click here.
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