Allowing External Users to Select Users via Reference Field in CSM Portal

LiamMcKenna
Tera Contributor

Hello,

I’m looking to understand whether it is possible to allow external users interacting with the CSM Portal to use a reference variable within a service request to select from a list of users.

 

Specifically, I am trying to determine if there is a secure and supported way to present a filtered list of users (both internal and external) based on shared attributes such as:

  • Company
  • Account
  • Domain

The goal is to enable external users to select relevant users associated with their organisation, while ensuring appropriate access controls and data segregation are maintained.

 

If anyone has implemented a similar requirement or can advise on recommended patterns, I would greatly appreciate your guidance.

 

Many thanks for your support.


Liam

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