I’m playing around with the customer portal and set my customer (internal) up for limited access. I went to the policy for the limited access to see what was there. Estimates is not checked and Assets - View all is not either. These modules shouldn’t be displaying for my limited access users, however they are when I test and look at the customer online profile.
Additionally, when sending a password reset from the customer detail/Contact detail, the email comes through as Syncro Team as the From address - any way to change this so that it reflects my IT department. Many of my users have no idea what Syncro is because I’ve branded it as our internal IT help desk - so this may confuse them.
How can I make it so that customer contacts can only see their own asset, not all the assets in the company? And how do I go about tweaking the outgoing emails from the portal to users?
Thanks in advance.