• 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.
  
   

Hello!

Please note that order of organizational roles in the details does not affect anything. So do not pay attention to it.

In case users see different amount of the records, please recheck object permissions and make sure that they are granted for both users.

Hi!

Please use the Prefix for object name (SchemaNamePrefix) system setting to set up the schema prefix:
https://academy.creatio.com/docs/8.x/no-code-customization/customizatio…

Hi Adrian,

To print the Organizational Roles, we recommend creating new list dashboard, with the following settings:

Then you will be able to export this list to Excel:

Have a great day!

Thank you very much

Hello!

 

You can add a separate data binding for the SysCulture object to transfer the culture code, specifically the "pt-br" culture, during migration, and then attach the role record. But please note that it is important to deactivate the "pt-br" culture when binding it.

Hey, Alona! 

I'll try it. Many thanks! 

Hello,

Please specify if you have tied to "Update roles" this way:

yes I tried that yesterday too, but it had no effect

i just tried again, no effect even if the call return true

we found the problem, there were a group in an other group

sorrry for disturbing you

Hello,

We have previously discussed a similar task in this post: https://community.creatio.com/questions/create-role-programatically

You can simply start by adding a 'delete data' element from the 'user in roles' object and then add an 'add data' element to the same object, filling only the role and user columns.

Hello!



Every time when we want to import data with changes in SysAdminUnit we should do the following:



1. disable trigger TRSysAdminUnitRoot

2. install the package with data

3. enable trigger TRSysAdminUnitRoot



Kind regards,

Vladimir

Vladimir Sokolov,

Thank You

Vladimir Sokolov,

Hello Vladimir,

Where I can found this trigger?

Can someone in Creatio please improve this? Deploying certain Org Roles is essential, it makes very little sense for this to not be possible. It really causes a lot of problems. The error I get in the deployment logs before following Vladimir's suggestion is the following (as I couldn't see any pages mentioning it when searching before):

P0001: Cannot add root administering unit. Invalid unit type specified.

I can confirm that disabling the trigger worked for deploying for me in Postgres envs, but it's concerning this kind of workaround is needed. In our case, we used the following SQL Script set to run before package installation:

ALTER TABLE "SysAdminUnit" DISABLE TRIGGER "TRSysAdminUnitRoot";

And then the following SQL script set to run after schema data installation:

ALTER TABLE "SysAdminUnit" ENABLE TRIGGER "TRSysAdminUnitRoot";

Hello,

Please check the permission settings in the Object Permissions section.

 

Perhaps the manager role does not have permission to view records in the Accounts section

Hello,

Please make sure to go through this article from Creatio Academy as it will explain better how the Organizational roles work. To answer your question, I will refer to a part of this article: Organizational roles automatically inherit access permissions from their parent organizational roles. So no, you don't need to specify the parent roles of the "Branch x" role.

Best regards,

Mira

Hello,

Could you please specify what is the purpose of connecting an organizational role with an Account? Organizational roles are used to distribute access rights between the users in the system, however, organizations and accounts do not have access to the system.

You can update the table with a SQL query like

UPDATE SysAdminUnit 

SET AccountId = value

WHERE condition;

Where the condition can be something like

Id = '9dc7626c-e03a-4978-b5c2-cdcf99de7801'

or

Name like '%Accounting Department%'

Best regards,

Dariy