How can I hide, restrict fields in Customer Portal?
To hide/restrict fields in Request Form in Customer Portal, Goto Setup > Admin Settings > Field Level Security >select Portal as profile and enable/dis-able fields that would you like to show up in Request Form.
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Can I restrict departments for Customer Portal Users?
No, you cannot restrict a particular department for select Customer Portal users. However, while creating a department you can choose to hide it from being viewed in the Customer Portal.
Can I hide a Widget in the Customer Portal?
By default, hide option is provided to all the widgets in the Customer Portal Homepage. Widgets shown in the homepage are notified in orange and those hidden would be in grey. To hide a widget, rollover your mouse on it to highlight the Visible at ...
Setting up Fields Permissions
Data security is one of the most sought-after features in a help desk software. Given that you handle sensitive business information of your own company and that of your customers, you can choose to restrict access to specific fields within a module ...
Can I choose to show/hide a department from the Customer Portal?
Yes, you can choose to show or hide a department in your organization's self-service portal. While creating a department, you can leave "Don't show this department in customer portal" option unchecked to display the department in the Customer ...
Can I hide fields from Support Agents?
Yes, you can hide fields using Field Level Security in Zoho Support. To hide a field, Goto Setup > Users & Permissions > Field Level Security Select a profile name, module and click Edit above visibility. Uncheck the field you intend to hide and ...