---
schema_version: "1"
id: ed00e25ed150953601bb59486deebbd9d4b8bc3d7b78d448d0a27ebe0a87e4b6
title: Portal Health Check
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/service/264-0-0/security_phc_overview.md
canonical_url: https://help.salesforce.com/s/articleView?id=service.security_phc_overview.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: dccf53d6fd0df482a58cceef0caa329d6a63eb71732b764c98a89b02fa0ab87d
description: Portal health check reports provide information on security-related portal settings to improve portal security.
products:
  - Service Cloud
release: "264"
---
# Portal Health Check

Portal health check reports provide information on security-related portal settings to improve portal security.

### Required Editions

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.

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;"><a href="https://help.salesforce.com/s/articleView?id=service.legacy_editions.htm&amp;language=en_US" target="_blank">View supported editions</a></td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
      <colgroup>
        <col style="width:50%">
        <col style="width:50%">
      </colgroup>
      <thead class="slds-text-title_caps ">
        <tr class="">
          <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d35781e57">User Permissions Needed</th>
        </tr>
      </thead>
      <tbody>
        <tr class="">
          <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d35781e57 ">
            <span id="security_phc_overview__ToRunPHC"><a name="security_phc_overview__ToRunPHC"><!-- --></a>To view portal health check
              reports:</span>

          </td>

          <td class="slds-cell-wrap" style="vertical-align:top;" headers="d35781e57 ">
            <p>Customize Application</p>
            <p>AND</p>
            <p>Manage Users</p>
            <p>AND</p>
            <p style="margin-bottom:0;">Modify All
              Data</p>
          </td>

        </tr>
      </tbody>
    </table>

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](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support_legacy-264-0-0-production-enus/081af4ec-6c06-4d4b-9443-cb3516bbc46d/images/icon_note.png)

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](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support_legacy-264-0-0-production-enus/081af4ec-6c06-4d4b-9443-cb3516bbc46d/images/icon_note.png)

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

#### See Also

- [View the Administrative and User Permissions Report for Portal Users](https://help.salesforce.com/s/articleView?id=service.security_phc_admin.htm&release=264.0.0&type=5 "User permissions are powerful, as they expand users' access to data. It's important to use caution when setting permissions for a profile. Use the Administrative and User Permissions report—one of the portal health check reports—to see portal profiles and their critical permission settings.")
- [View the Object Access and Field-Level Security Report for Portal Users](https://help.salesforce.com/s/articleView?id=service.security_phc_fls.htm&release=264.0.0&type=5 "Object permissions specify the access that users have to standard and custom objects. It is important to monitor this information for portal user profiles to ensure that portal users have access to only the appropriate objects and fields. The Object Access and Field-Level Security report—one of the portal health check reports—allows you to do just that.")
- [View the Sharing Organization-Wide Defaults Report for Portal Users](https://help.salesforce.com/s/articleView?id=service.security_phc_owd.htm&release=264.0.0&type=5 "The Sharing Organization-Wide Defaults report—one of the portal health check reports—lists standard and custom objects and the default access setting for each object. You can use this report to review and edit the organization-wide default settings that expose records to portal users.")
- [View the Sharing Rules Report for Portal Users](https://help.salesforce.com/s/articleView?id=service.security_phc_sharing_rules.htm&release=264.0.0&type=5 "The Sharing Rules report—one of the portal health check reports—lists all sharing rules that give portal users access to records they don't own. It shows how many portal users can access records as a result of each sharing rule, and lets you edit access levels for each rule. For some user sets (like groups, roles, and territories), you can drill down to detail pages, and edit, delete, or manage the users in the set.")