Adxstudio Portals Training

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Presentation transcript:

Adxstudio Portals Training Entity Permissions

Secured Web Applications Fill in Security using Entity Permissions

Comprehensive Authorization Model Secure Content Granular CRUD Record Level Security Easy to Configure Ensure membership and protect sensitive content on the Portal Decide whether users can Read, Write, Create, Delete Secure records on a hierarchical or per-record basis Permissions Definition point- and-click; relationships added via CRM customization

Entity Permission Allows entity-scoped permissions to be defined for a Web Role Allows for permissions to be added to any arbitrary entity in the CRM, either OOB, ADX, or custom A Web role has any number of related permissions Scope Defines whether to grant permission to all records in the CRM, or only specific records Rights are granted granularly Enable permissions on any Entity Forms, Entity Lists that you build

Entity Permissions Attributes Entity Name Name of the Entity that we are securing on the portal Scope Defines which records can be accessed: Global: applies to all records Contact: records related to portal user Account: records related to user’s parent account Parental: records related to another, secured record Account/Contact/Parental Relationship Defines relationship from portal user, parent account, or related record to record to be secured Parent Entity Details The Entity Name and Entity Permission that defines permission to the parent entity Privileges Defines what privileges are being granted by this permission set: Read, Write, Create, Delete, Append, Append To

Web Role + Entity Permission Global Scope Portal Contact Web Role + Entity Permission

Web Role + Entity Permission Contact Scope Portal Contact Related Record Web Role + Entity Permission

Web Role + Entity Permission Account Scope Portal Contact Parent Account Related Record Web Role + Entity Permission

Parental Scope Portal Contact Related Record Child Record Web Role + Entity Permission Child Entity Permission

Search, Liquid, & Custom Code Entity Permissions will be respected by Search on the Portal Liquid Templates can check Entity Permissions, to ensure that dynamic content is loaded appropriately Developers can make use of the Permissions Provider to assert against permissions in custom code-behind.