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alvatse
Customer Portal: why is a Customer Portal User seeing Cases for all accounts?
We enabled a customer for customer of Account XYZ for customer portal access. He logs into portal but is able to see not only XYZ cases but other Accounts' cases. How do we limit to cases that belong to his own account? Thanks.
Is it correct that I need to set both Case and Account object to Private? So that it will satisfy this use case: I have 2 customer Accounts: ABC and XYZ. I don't want Account ABC to see cases belonging to Account XYZ and vice versa. Is this doable in Customer Portal?
Sorry, meant to finish that with:
Alongside that you should set up sharing rules on Roles & Internal Subordinates so that your internal people aren't affected by the newly private sharing model.