Restrict Contact to see other account RITMs in the portal

Samiksha2
Mega Sage

‎01-22-2024 01:46 AM - edited ‎01-22-2024 02:14 AM

Hi All,

 

I have created account field in the RITM table and reference it to customer_account table.

In the CSM portal i created menu All Requests(query is account is dynamic my account and child accounts).

In the Portal everything is coming correctly but if contact is selecting All then all RITMs are visible to them.

How I can restrict so that contact can see only their account related RITMs.

 

Please help.

Thanks,

Sam

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Anil Lande
Kilo Patron

‎01-22-2024 06:19 AM

Hi,

can you please share what configurations you have done?

Which Widgets are used?

How you configured default filter for All Requests?

 

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Thanks
Anil Lande
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Samiksha2
Mega Sage
In response to Anil Lande

‎01-22-2024 06:31 AM

Hi Anil,

Samiksha2_0-1705933889440.png

Then I added this query in the Menu.

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