1. Adxstudio Portals Training
Entity Permissions

2. Secured Web Applications
Fill in Security using Entity Permissions

3. 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

4. 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

5. 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

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

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

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

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

10. 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.