There is a major flaw in Customer Portal and Restrict Visibility on Reports! Currently we will need to hire someone to set up users individually... it's crazy...
Our application has about 75 Forms and a whole lot more reports.
We have one form that makes up the majority of every record in our system. This form has 30 different views and growing.
These reports are used with all sorts of different people in our organization.
We are trying to use Customer Portal with 3 different groups including:
Clients, Vendors and Sales People.
We have set up different Profiles in Customer Portal for each of these different groups.
Clearly a vendor would need to see different reports than our clients and many of the reports they see should not be seen by other Profiles.
Zoho is currently missing the most critical part of making Custom Portal work.
There is no way to Restrict the Visibility of a report from one Customer Portal
Profile from another.
The only way to Restrict Visibility for Customer Portal Users is to actually give visibility to ALL Customer Portal Users.
This means that if two Customer Portal Profiles both need module access to the same form that they will actually see all views tied to that form for all Profiles in the system. There is no way to differentiate between Portal Profiles and or what Profile see what views. My clients will see the reports for my vendors and my vendors will see the reports for my clients.
How did zoho overlook this obvious problem?
We need to be able to Restrict Visibility to a Portal Profile, not to All Portal Users.
When is this essential upgrade coming?
Without this I would literally need to hire someone full time to go through thousands of Portal Users and select then each individually for proper access. This new hire would need to do this across many views and for multiple profiles. They would need to do this 100's of times a day. I'd need to fire the person every time they accidentally gave a client access to our entire back end system because the wrong user name was selected in a list of thousands of users. This is ludacris that the only way to properly differentiate profiles is by selecting individual users in the Portal. Clearly this is not an adequate method.
Please help and please help fast.