portal users
organizational roles
functional roles
roles
organizational
7.18

Hello community,

I am trying to understand the logic of why we can not add an organization (Account) to an organizational structure of the system. I have seen some of the documentation and tables that link to VwSysAdminUnit and VwSspAdminUnit but I can not find out why they are not displayed in the user interface the same as in the portal organizational structure.

Portal

System

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Hello,



Such logic was implemented only for portal users since the Self-service Portal was designed only for them and they could be from different...MoreLess

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organizational roles
functional roles
7.18

Hello community,

I am trying to get the organizational roles for a specific user. How to check if the role specified for that user is organizational? 

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You can check the SysAdminUnitTypeValue. 

  • Functional roles have a value of 6
  • Organizational units can have 0 (an organization) or 1 (...MoreLess
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Lead
Access Rights
organizational roles
Sales_Creatio_enterprise_edition
7.18

Dear Team,

We have written a process to provide the access to a lead based on the owner selected. Attached, screenshot of the process [Access Provided to the Employee.jpg].

But the manager of the employee defined in the organizational structure and the manager above the employee in the structure are...MoreLess

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Adding to the above question, noticed that access assigned record level to any records is not working as expected. Even if all the users ar...MoreLess

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organizational roles
functional roles
structure
Sales_Creatio
7.17

Hi Team,

We are trying to configure the organisational structure and need to understand how the hierarchy [access] will be passed on in the structure, whether the access/configured from higher level to lower level in the organisational structure or the opposite needs to be set up.

For example, consider...MoreLess

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organizational roles
functional roles

 Set up permissions:

a. Create 3 new roles: “Department employee”, “Financial controller”, “Department manager”.

b. Set up operation permissions in the object of the “Returns” section:

                      Users with the “Department employee”...MoreLess

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Dear Ibrahim, 



Could you please provide us with detailed information on your task?



Thank you in advance!



Best regards,

Bogdan.

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organizational roles
roles
functional roles

Hi All,

I need to get the contact organizational role hierarchy, i.e., Parent roles of a Contact.

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Hello!

The hierarchy can be set up in the Organizational roles section. Organizational roles are user groups that represent...MoreLess

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organization
organizational roles
7.16
Service_Creatio

I've had a look at this documentation, which talks about creating Organizations and Divisions, but I cannot find anything on there or elsewhere which explains what the differences between these are in Creatio - as far as I can see they behave in the same way. Does anybody know what the differences are?

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Im not sure about this. But what I understand is that if you have created an organisation role, then you can still create an organisation role...MoreLess

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organizational roles
Object Permissions
Access Rights

Hi All,

i have a question regarding our client Organizational roles,

so basically we already have an organizational roles and based on this organizational roles and structure, we already setup our client object permissions.

so there are many existing lead and opportunity with this organizational access...MoreLess

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Dear Jordy,

If we are talking about the record permissions, then the users will not be able to see/edit/delete records if the role is deleted...MoreLess

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printable forms
printables
Access Rights
organizational roles
Sales_Creatio

Hi,

I am facing this use case to make a certain printable visible only for certain organizational role.

Is this functionality exists out of the box or it needs further java script coding?

Thanks

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Hi Kavian,

theres something in the market palce we have used and works fine:

https://marketplace.creatio.com/app/opportunity-printables-filtering-ro…

rgds,

Luis

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organizational roles
roles
organizational

Hello, 

Dear Community I've one question :

When adding data, the rights are added by default on "All employees", is it possible to change this group by default?

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Dear Rocher,

There are no basic tools to achieve your business task. Even if you remove all employees role from the users list of role, he or...MoreLess

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