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Restrict Records visible by Portal Users

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Posted on by MrRK

I've been around PowerApps for a while, but experimenting with Portals as a way of letting our customers view their Support Ticket progress online.

As a basic example, I have a Table called 'Tickets', containing status, description and notes, along with a 'CustomerID' field. When a user logs in, they should only see the tickets associated with the CustomerID that they are linked to. There can be many users who are employees at same customer.

In other environments, I would have a 'Customer', 'UserList' and 'TicketUserLink' table. UserList would hold email and login details, and the Link table would allow us to link a group of users to a Customer.... Customers are then tagged to each ticket.

In Portals, after playing around the Web Roles and Permissions, I'm struggling to see the correct process of setting up something like the above.

Any help appreciated please.

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Power Apps portals

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ragavanrajan 7,044 Most Valuable Professional on at

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Hi @MrRK

You can check the below thread which I have answered a long time back.

https://powerusers.microsoft.com/t5/Power-Apps-Portals/Web-Role-with-multiple-Web-Page-Access-Control-Rules-not-working/m-p/868412#M6468

In addition, instead of spending time creating tables for handling cases. You can simply adapt to the Power Apps Portal template. Your best fit will be "Customer Self Service Portal"

https://docs.microsoft.com/en-us/powerapps/maker/portals/portal-templates

The pricing is normal Power Apps Portal pricing. Hope it shed some light on your problem.

Hope it helps.
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MrRK 32 on at

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Thank you for your post.

I’m still reading that as how to setup web roles to restrict access on a page by page basis.

My problem, is giving users access to the same page, but restricting the records they can see witching the lists on that page.

Do you have any suggestions?

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ragavanrajan 7,044 Most Valuable Professional on at

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Hi @MrRK

No worries. You need to use table permissions for this. You can deep dive to granular level of record details depending on your need.

The simple way is to create table permission and as a contact type instead of Global .

official reference below: https://docs.microsoft.com/en-us/powerapps/maker/portals/configure/assign-entity-permissions

Hope it helps.
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