Access Rights
Studio_Creatio_enterprise_edition
7.18

Can you please tell me in which object (table) data about user rights for a specific record is stored?

For example, in sales there is a record "Laptop" for this record the rights are configured, you need the name of this table where the names of users for whom these rights are distributed are stored.

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Best reply

Hello Tigran,

 

As Vladimir pointed out, there is no fast way to transfer the rights to records to another instance yet.

Although, you can manage to do that with a help of the SQL scripts, here is a community post about a similar task that explains it in great detail:

https://community.creatio.com/questions/deployment-permissions

 

Additionally, I will add this request to an already existing task to prioritize it so our developers will bring such functionality in future releases.

 

Thank you.

Hi Tigran,



For example, table name for Account is SysAccountRight

Vladimir Sokolov, 

thanks for the answer .

I can't find this object in the Configurator (  

Gevorgyan Tigran writes:

Vladimir Sokolov, 

thanks for the answer .

I can't find this object in the Configurator (  

It is now shown in Configurator, but you can insert/update/delete/select with SQL queries.

We manage access rights this way sometimes

Hello Tigran,

 

As Vladimir pointed out, there is no fast way to transfer the rights to records to another instance yet.

Although, you can manage to do that with a help of the SQL scripts, here is a community post about a similar task that explains it in great detail:

https://community.creatio.com/questions/deployment-permissions

 

Additionally, I will add this request to an already existing task to prioritize it so our developers will bring such functionality in future releases.

 

Thank you.

Thanks!!!

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Access Rights
premissions
Sales_Creatio_enterprise_edition
7.18

Hello, please help.

There are 2 objects, in both access rights on records are configured. In the 1st object there is a field "lookup of the 2nd object", it is necessary that - if a record from the 2nd object is selected in the record of the 1st object, then users from the second object are added to the record of the 1st object?

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Hello colleagues,

Yes, it's necessary to provide the user with access rights to both objects.

Otherwise, this column may be empty for the user.

Best regards, Alex. 

Aleksei Efimenko,

THank you for your answer, but I think we didn't get each other.

For instance , we have object 1- opportunity, and object 2 - product,  the product has relationship with opportunuty - 1:N, so there is a lookup field in opportunity for product.

The question is:

Can I configure user rights as when User 1 has access righs to particular product, it will has acess rights to opportunity also.

So if I have Opp_1 and related with him product_1 in that opportunity. If User 1 has access rights to product 1, I need him to have acess rights to its opporunity.

Gevorgyan Tigran,

Unfortunately, no, the user won't have rights to opportunities where certain products are assigned.

Best regards, Alex. 

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portal
column
Access Rights
Sales_Creatio
8.0

Hello!



How is it better to hide specific columns (from column setup in sections and details) in Partner Portal? 

I see two options now:

- use access rights by columns (columns still present, but are empty)

- deny Portal users to setup columns in sections and details (users still can get some information using filters)



Maybe there are more better options?



Thank you!

Vladimir

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Vladimir Sokolov,

 

What you are looking for can be achieved by adding only the columns that you want to show to the Portal users into "List of schema fields for portal access" lookup. As a result those fields won't be available on any of the dropdown list.

 

Regards,

Sourav Kumar Samal

Hi Vladimir,



We recommend hiding specific columns in the Partner Portal by the Section Wizard. 

Hi Bogdan,

we can hide columns only from the page (as far as I know), but these columns are still available in Column setup and filters, that :

1) allows client to see all internal infromation in the Portal

2) makes filter and column setup for them much more difficult (as they see all internal fields in the list)



Vladimir Sokolov,

 

What you are looking for can be achieved by adding only the columns that you want to show to the Portal users into "List of schema fields for portal access" lookup. As a result those fields won't be available on any of the dropdown list.

 

Regards,

Sourav Kumar Samal

Sourav Kumar Samal,

Thank you very much!

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dashboard
dashboards
Access Rights

Hello all!

I modified the leads dashboard to show an additional chart as can be seen in the left of the screenshot.

When logging in with my test user the newly created chart is invisible (right side).

The test user has of course default reading rights for the dashboard as he can see all the other charts.

What do I have to do to fix this?

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3 comments

Hello Christian, 

 

Please write to support@creatio.com, as this issue needs more analysis and will require external access to your instance (from Supervisor and test user).

 

Thanks, 

Igor

Thanks, will do.

Support helped me out - solution is not perfect. Recreate all relevant dashboard in English and then they are visible in other languages too.

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Feed
tab
Access Rights
Object Permissions
FeedComments
Sections
detail
Studio_Creatio
8.0

Hi! 

I have a question about the feed tab. 

I do want to ask you if there's any out of the box possibility to change the permissions for a user. I don't want to let a user to edit or delete his own comment posted in the feed tab, but the manager should have access to those 2 functionalities.

Can I implement this without code?

 

Thank you,

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Hello,

 

If you want to configure the deletion permissions please use Permission to delete messages and comments:image.png



Permission to delete messages and comments gives permission to delete messages and comments left by other users in the [Feed] section, on the [Feed] tab of the Notification Panel, and on the [Feed] tab of the view and edit pages of the system sections.

Please note, that there is no possibility to deny permission to users to delete their own messages and comments even if they do not have access permissions to this system operation.

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object
Object Permissions
permissions
Access Rights
Financial_Services_Creatio_customer_journey_edition
8.0

Hello Creatio team,

I manage to give access for ( Operations and Records )to this specific object from the Configuration.

Even though these changes are not reflected as can be seen in the printscreen below:

How can i overcome this problem ?

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Hello,

 

As we mentioned in the submitted case to support, we do not recommend you manually check those boxes, to properly add them please follow the steps below:

  1. In the object, permissions section add your restrictions
  2. The system will create a "copy" of the object you are working on in the current package as a reference to the original object
  3. In that copy, you will see the checkboxes checked for the chosen options from object permissions.

Please make sure to set the "Current Package" system setting to the one you are developing in.

For further questions please refer to your support case.

 

Thank you.

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EmailDefRights
Access Rights
Email
Sales_Creatio_team_edition
8.0

I am attempting to set default Access Rights for new emails (inbound and outbound) for my Sale Department users.  Essentially, I want to ensure that all Sales Department members have Read Access to all emails generated by their department colleagues.

 

I use the Object Permissions UI page, setting the values for EmailDefRights.  I add my email profile as Record Author under the Use Record Permissions, set User or role who obtains permissions to Sales Department (user group), and check Grant Read access.  When I go to Apply the new setting, and request to change existing records, I get the following error:

"Object reference not set to an instance of an object."

And I cannot even leave the settings page.

What am I doing wrong?

BTW, I also tried this action on the Email message Permission, but nothing seems to happen.

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2 comments

Hello John, 

 

Please write an email to support@creatio.com, as your case needs to be analyzed individually. 

 

Best Regards, 

Igor

Done.  Request #SR-01139268

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Feed
portal users
Access Rights
7.18

I can not access users from portal in feed. In the screenshot below i am logged in as a portal user.

I can only access one user, the one that i am logged in

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Hello Petrika, 

 

Please check whether you portal user has the needed access rights and can access other Contacts records, the issue may occur if the user doesn't have access to the Contacts records.

 

Best regards,

Anastasiia

Hello Petrika, 

 

Please check whether you portal user has the needed access rights and can access other Contacts records, the issue may occur if the user doesn't have access to the Contacts records.

 

Best regards,

Anastasiia

That was the issue. Thank you Anastasiia

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Feed
Contact
Access Rights
Financial_Services_Creatio_lending_edition
7.18

Hello Creatio Community !

Which type of contacts can i access in feed ?

I can see only contacts which are users of the system . Is this the only type of contacts that we can see from Feed ?

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Hello Petrika, 

 

Yes, you can access here only Contacts that have existing system users. 

 

Best regards,

Anastasiia

Hello Petrika, 

 

Yes, you can access here only Contacts that have existing system users. 

 

Best regards,

Anastasiia

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detail
Access Rights
Financial_Services_Creatio_lending_edition
7.18

Hello community,

 

Is it possible to remove records adding in a specific detail when the main object is in a specific stage?

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Hello,

 

Add the following code in the page schema of main object under methods:

isDetailEnabled: function(detailName) {
        var DCMStage = this.get("UsrDCMLookup").displayValue;   
	if (detailName === "ExampleDetail") {
		if(DCMStage === "Approved"){
                    return false;       //Disable the "+" button
                }
                else{
                    return true;        //Enable the "+" button
                }
	}
	return this.callParent(arguments);
}

 

Regards,

Sourav

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