Hello, is there a way to use organization roles or functional roles with portal users other than the generic "all portal users" org role? For example if I want to use a business process to change access rights to one group of portal users, but not another group?
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Dear Mitch,
As for now it cannot be done with the help of application tools, but we have a correspondent problem registered to our R&D team so they could implement this functionality in one of future versions of the application. I will notify our R&D team about this question from you so to raise the priority of the problem. Thank you for helping us to make our application better!
As for now you can use this SQL-query so to add org.role for portal users:
insert into SysAdminUnit (ParentRoleId, Active, ConnectionType, SysAdminUnitTypeValue, Name) Values (N'720B771C-E7A7-4F31-9CFB-52CD21C3739F', 1, 1, 1, N'Portal Org Role')
Where "Portal Org Role" - is the name of role you want to add.
Best regards,
Oscar
Hi Oscar,
Just to let you know that we are also interested in the functionality requested by Mitch.
Cheers,
Luis
Luis Tinoco Azevedo,
I am glad to inform you that starting from 7.14.2 version of the application there is a possibility to add organizational roles for portal users. To do that you need to create a subordinate organization for portal users role
http://prntscr.com/oe4l3w, update roles and you will be able to choose it for portal users.
Best regards,
Oscar
Oleg Drobina,
Does it mean, that we should manually create subordinate organization for every external account?
As I see Creatio has already created Organizations for every external account, but they are not displayed under "All external users" and have no option to add any divisions under it
Hello Vladimir,
When you create external accounts, Creatio automatically generates corresponding organizations in the organizational structure. However, by default these organizations are not displayed as subdivisions under All external users, and you cannot manage them directly in the way you would with internal organizational roles.
If your goal is to assign different access rights to separate groups of portal users, the recommended approach is indeed to manually create subordinate organizations (or functional roles) under All external users and then assign the needed portal users to them. This way you will have a manageable structure where you can apply role-based access rights and business processes.
The automatically generated organizations tied to each external account are more of a technical artifact and are not intended for access management. They cannot be extended with subdivisions or used directly in the role hierarchy.