Portal Health Check

Your customers and partners can access your information via portals in many ways. With portal health check reports, you can easily monitor this access. Portal health check reports show your security-related portal settings and provide information you can use to improve portal security.

Customer Portals and partner portals let you collaborate with and provide services to your customers and partners. With portals, you share and capture information from third-party users. To ensure that you don't expose more information than intended, it's important to follow best practices for portal implementation.

Note Portal health check reports show sensitive user permissions, object permissions, and field permissions granted through profiles, as well as organization-wide sharing settings and sharing rules. Your portal users can also access records via the following means, which aren't included in portal health check reports.

• Permission sets
• Manual sharing
• Apex managed sharing
• Territories
• List views
• Groups
• Queues
• Teams
• Content libraries
• Folders

To view portal health check reports, from Setup enter Portal Health Check in the Quick Find box, then select Portal Health Check. Lastly, click the report you want.

The following reports are included:

• Administrative and User Permissions
• Object Access and Field-Level Security
• Sharing Organization-Wide Defaults
• Sharing Rules

Note The portal health check reports don't include information for criteria-based sharing, high-volume portal users, or Self-Service portal users.