Visibility of an SRD in Self Service for portal and nonportal users
Users with the Customer Portal license (portal users) can view the SRD in Self Service if the SRD is made available to their profile and their account. For example, a portal user can view the SRD in Self Service if the following conditions are met:
- The account of the user is added to the Selected Accounts list
- The profile of the user is added to the Selected Profiles list.
For more information about portal users, see https://na12.salesforce.com/help/doc/en/customer_portal_working_with_users.htm.
Users with the Salesforce Platform, Salesforce, or Chatter Plus licenses (nonportal users) can view the SRD in Self Service if the conditions listed in the following table are met.
User belongs to an Account | Accounts entitled for SRD | User's account entitled in SRD | Entitled to all users in selected or all accounts | User's profile/permission set entitled for SRD | SRD visible to user in Self Service |
|---|---|---|---|---|---|
Yes | All Accounts OR Selected Accounts | No | No | No | No |
Yes | No | No | |||
No | Yes | No | |||
Yes | Yes | Yes | |||
No | Selected Accounts | NA | Yes | Yes | |
All Accounts | NA | Yes | Yes | ||
Selected Accounts | NA | No | No | ||
All Accounts | NA | No | No |
For information about defining the users of accounts and profiles who can use an SRD, see Configuring entitlement of SRDs.
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