Managing portal access

  • Release version: Zurich
  • Updated July 31, 2025
  • 1 minute to read

    • Control user access to a portal.

    Control who accesses your portal and what they can see in the following ways:
    • Authentication: Configure login and single sign on for users
    • Limit page access by role: Use roles to limit the users who can see a page.
    • Public pages: Use the public check box on a page record to make the page publicly accessible.
      Note:
      A number of portal pages that are installed by default are marked public. Filter your list of Service Portal pages for Public [is] true to identify these pages. Setting the Public value to false will prevent these pages from being publicly available.
    • User criteria: For a more advanced way of limiting user access, create and apply user criteria to pages, widgets, widgets instances, and search sources.
    • Multifactor authentication: If an instance is configured to require multifactor authentication, users are automatically directed to set up multifactor authentication upon initial login. For setup instructions, see Setup multi-factor authentication upon initial login. If multifactor authentication is optional, users can still enable or disable authentication from their user profile. For setup instructions, see Setup multi-factor authentication on your user profile.