As we create a new system user then all employees role is added automatically/by default, i need not to assign any role, where can i edit this thing?

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  • Hello,

    If you want to assign a new role for the system user, please navigate to System Designer → Organizational roles. 

    In this section, you can set up any existing role for the system user or create a new role and add the user to it.



    Or you can navigate to System Designer → System users. In this section, you need to select the user and switch to the Role tab. In this tab, you can add organizational or functional roles to selected user.



    You can find more information regarding your question here:

     Assign a user role
  •  Organizational roles
  •  Functional roles
     User management

    Best regards,
    Antonii.

     
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hi guys i have an error in ssms when i add user as a local then add a log in user then when i execute in iis its appear an error say's that user id error?? any help 

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Hello,

 

Please contact our support team directly at support@creatio.com and describe the issue in detail there so we could help you resolve this.

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Hello!



1) How is it possible to perform password import from Excel? When I add a column 'Password' to the Excel file import doesn't start.

I would like to import users, set some default password (the same for everyone or equal to username). Is it possible to do with Import, Process or SQL script?

 

2) How is it possible to send invitation email to all portal users imported from Excel? Can any Business process do that?

 

I cannot imagine how to make this manualy for hundreds users



Thank you.

Vladimir

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As for importing the passwords, yes, it is possible. However the column cannot be named "Password". If you name the column in the Excel file "Passwd" or something other than Password, you can import the passwords. Also useful to check the box for reset password so they're prompted to change it from the default on first login.

You'll also need to import to Users in Roles to add them to All employees role as well, last I checked that doesn't happen automatically from an import of users. 

I have a write up of importing users from Excel here: https://customerfx.com/article/importing-users-into-creatio-formerly-bp…

As for an email of some kind, I don't recall if you can use a signal in a process for a record added to SysAdminUnit, however, you could do it from a signal from a record added in Contact where a SysAdminUnit record exists (with a Type=4) and trigger a process from that (since importing the user will also create the contact). I believe that would work, although I've not tried it.

Ryan

As for importing the passwords, yes, it is possible. However the column cannot be named "Password". If you name the column in the Excel file "Passwd" or something other than Password, you can import the passwords. Also useful to check the box for reset password so they're prompted to change it from the default on first login.

You'll also need to import to Users in Roles to add them to All employees role as well, last I checked that doesn't happen automatically from an import of users. 

I have a write up of importing users from Excel here: https://customerfx.com/article/importing-users-into-creatio-formerly-bp…

As for an email of some kind, I don't recall if you can use a signal in a process for a record added to SysAdminUnit, however, you could do it from a signal from a record added in Contact where a SysAdminUnit record exists (with a Type=4) and trigger a process from that (since importing the user will also create the contact). I believe that would work, although I've not tried it.

Ryan

However, the one thing you can't do from an import of users, is set their license. You'll have to do that manually after the import. 

It's not so bad though, in the System Users section you can select all the imported users and then select "Grant license" from the Actions menu. You can also do it in the License Manager (add multiple users to a license at once)

Ryan

Ryan Farley,

Thank you for such a detailed description! That helps a lot!



Kind regards,

Vladimir

I also add 'Administrator for organization on the portal' in “User in roles” for portal organization administrators

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Hi Creatio Team,

We have a creatio instance with around 100 users, who in order to authenticate use the Creatio authentication. This users are set in specific organizational and functional roles, with access rights applied to them.

We will do a sync with Active Directory through LDAP for the same 100 users, so that the users use LDAP authentication to log in to Creatio and not Creatio authentication?

1-Will these cause any duplicates with the existing Contacts ?

2- Should we deactivate the licenses of the existing users before doing the sync with AD ?

Thank you

 

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Hello,

 

 

During synchronization with LDAP is checked table SysAdminUnit (table section Users), so when you synchronize the new user will be created.

You can re-bind the contact with an SQL query and then delete the new contact.

The connection to the table of contacts in SysAdminUnit is made by the ContactId column.

Also, by checking the SysAdminUnit table, if the system already has a user bound to a contact, we cannot create another user bound to an occupied contact.

If users were previously synchronized over LDAP and they have an LDAP element, the system should not generate new contacts/users.

 

More information is available here:

https://academy.creatio.com/docs/user/setup_and_administration/user_and…

Hello

Kalymbet Anastasia,

Please what is your best suggestion on our scenario?

The old users were created manually. We want to import the same users through LDAP. Are the followoing steps a good workaround ?

1- Deactivate liceneses for existing users

4- Proceed to Synchronization with LDAP 

2- Delete old contacts

3- Delete old users

 

 

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Hello Colleagues,

 

In a process I need to publish some articles or info regarding some specific contacts in Customers. Those are specifically to one contact in the account.

 

I get the contact id, but don't know how to get the id of the user that belongs this contact to could add permissions to the article in the knowledge base,

 

Some ideas, please?

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Dear Julio,

 

In general - it is not possible. Theoretically you can read the system administration object and get the contact id. Anyway that will not help since the processes do not work with table that stores users due to security reasons. 

Instead you can use the change rights element and grant the rights for employee. It allows to work with user contacts. The rights are assigned to the users through their contacts, so you can select the required contact and assign the necessary rights. 

 

Regards,

Dean

Dean Parrett,

Thanks Dean,

 

it's possible, I did it, see here https://prnt.sc/10j4kvf

 

With the "contactID" you read on "System users (view)" where Contact = contactID, in the result record the Id is the "user Id" you can use later to assign permission to read the article.

 

I understand what you expose, but I check it and works fine, I check the permissions in the article and are as I need, also the user connect to portal and can read the article

 

Thanks again

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Hello Community,



I notice the following behavior on a Creatio cloud instance (Haven't checked it on an on-premises instances, but presume that it must be similar).



Consider a trial instance with the base URI of "https://012345-service-enterprise.creatio.com/" and assume a user has just logged in ie The browser has an active session. 

  1. Navigating to "https://012345-service-enterprise.creatio.com/" forces the login page once again - despite the user session being available in the browser.
  2. Navigating to "https://012345-service-enterprise.creatio.com/0/" goes to a screen which doesn't load (Creatio loading icon is seen but console throws up numerous errors) - https://prnt.sc/vs63pa
  3. Navigating to "https://012345-service-enterprise.creatio.com/0/Nui/" throws up a 403 Access denied error . 
  4. Navigating to "https://012345-service-enterprise.creatio.com/0/Nui/ViewModule.aspx" or "https://012345-service-enterprise.creatio.com/0/Nui/ViewModule.aspx#Int…" or any of the actual Creatio pages (Section records etc) recognizes the logged in user session and loads the relevant page. 

It will help to standardize the above, recognize the logged in user session and auto redirect - Especially the different behaviors between #1 and #4. Users could very well bookmark URL #1 and lose the advantage of session tracking. 

1 comments

Hello Shrikanth,

 

Yes, the behavior you've described is an out-of-the-box behavior and our core R&D team has a task to enable proper redirects in case the user has an active session in a web browser and tries to reach the links mentioned above. I will let them know about your idea so to prioritize the task for them.

 

Thank you for helping us to make the application workflow better!

 

Best regards,

Oscar

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Hi Community,

 

can this user safely be deleted or is it still used for something, although the Mandrill service is not?

 

BR,

Robert

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Hello Robert, 



We do not recommend you to delete the system users such as Mandrill from the application since they are connected to other system entities and deleting of them can cause errors. If you don't need this user now, please deactivate it instead by unchecking the checkbox on system user's page.



Kind regards,

Roman

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3 AM my country time, so I will wait to webinar's record

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Hi,

In OpportunityPageV2 using custom code I'm checking the type of current user successfully.

			initializeCustomCssOpportunityPageV2: function() {
 
				var currentUser = Terrasoft.SysValue.CURRENT_USER.value;
				var sysAdmins = "720b771c-e7a7-4f31-9cfb-52cd21c3739f";
				var esq = Ext.create("Terrasoft.EntitySchemaQuery", {
					rootSchemaName: "SysUserInRole"
				});
				esq.UseAdminRights = false;
				esq.addColumn("SysRole");
				esq.addColumn("SysUser");
				esq.filters.add("SysUser", Terrasoft.createColumnFilterWithParameter(
					Terrasoft.ComparisonType.EQUAL, "SysUser", currentUser));
				esq.filters.add("SysRole", Terrasoft.createColumnFilterWithParameter(
					Terrasoft.ComparisonType.EQUAL, "SysRole", sysAdmins));
				esq.getEntityCollection(function(response) {
					if (response.success) {
						var result = response.collection;
						var isPortalUser = (result.collection.length !== 0);
						if (isPortalUser) {
							Terrasoft.utils.dom.setAttributeToBody("CustomUIOpportunityPageV2", true);
						} else {
							Terrasoft.utils.dom.setAttributeToBody("CustomUIOpportunityPageV2", false);
						}
					}
				}, this);
			},

 If current user is portal user than "CustomUIOpportunityPageV2 = true" otherwise "CustomUIOpportunityPageV2 = false"

In css code its identifying "CustomUIOpportunityPageV2 = true" for portal user and applying the css successfully but its not identifying "CustomUIOpportunityPageV2 = false" when current user is not portal user and not applying css

body[OldUI=false][CustomUIOpportunityPageV2="true"] {
	.grid-captions {
		background: black !important;
	}
}
[CustomUIOpportunityPageV2="false"] {
	.grid-captions {
		background: blue !important;
	}
}

 

How can css for non portal user should work?

Any help will be highly appreciable

 

Regards

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Hi Muhammad,



I checked on my end - the given CSS works both with true and false value so I assume that your code is giving wrong value. You can open chrome debugging tools and put a break point to check which value you are setting.



To check if the current user is portal or not you can use Terrasoft.isCurrentUserSsp() function instead of the provided snippet.



Regards,

Dmytro

Dmytro Smishchenko,

Thanks for suggestion, its working in  "OpportunityPageV2"

From "UsrPortalDashboardCSS" the code is working fine. Whatever css defined its applying everywhere in list/detail/edit views of CRM and Portal (globally).

In code under "BootstrapModulesV2" I'm checking if current user is portal user than only apply CSS. same logic is working fine on other pageV2 for example "AccountPageV2" but the problem is that, CSS only applying on Account Section.

Below code is not working on "BootstrapModulesV2" console log is also not showing output.

Any help will be highly appreciable.

define("BootstrapModulesV2", ["css!UsrPortalDashboardCSS"],
function() {
	return {
		methods: {
			init: function() {
				this.callParent(arguments);
				this.initializeCustomCSS();
			},
			initializeCustomCSS: function() {
				var CurrentUser = this.Terrasoft.isCurrentUserSsp();
 
				if(CurrentUser === true){
					this.console.log("Current User is portal user");
					Terrasoft.utils.dom.setAttributeToBody("CustomUIPortalUser", true);
				}
				else {
					this.console.log("Current User is not portal user");
					Terrasoft.utils.dom.setAttributeToBody("CustomUIPortalUser", false);
				}
			}
		}
 
	};
});

 

Muhammad Shajiuddin,

Below code is not working on "BootstrapModulesV2" console log is also not showing output.

This is because the BootstrapModulesV2 simply returns an empty object, it does not have an init method so your code is never getting called. You can try a different schema to add this to such as MainHeaderSchema and use the init or onRender.

Ryan

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