[Vtigercrm-developers] Interested? Multiple Portals with different permissions
nilay.spartan at gmail.com
Thu Jul 4 08:47:52 GMT 2019
Any more thoughts?
On Tue, Jun 25, 2019 at 1:51 PM nilay khatri <nilay.spartan at gmail.com>
> Thanks Blazej for the heads up.
> I am going through the code and will come back with a roadmap.
> On Mon, Jun 24, 2019 at 11:16 PM Błażej Pabiszczak <
> b.pabiszczak at yetiforce.com> wrote:
>> It’s worth checking how the portal was created in our system in order to
>> be able to follow a similar logic or architecture. The portal consists of a
>> few elements:
>> 1. A panel to manage applications: a place to grant permissions (user,
>> password, type of access) for different apps, for example Client Portal,
>> Partner Portal, Vendor Portal, Payments, etc. Any app that tried to get
>> access from outside
>> 2. A panel to manager users for the application: allows you to set
>> default language and storage, and permissions for the external app, eg.:
>> - permissions based on a user
>> - permissions based on a contact
>> - permissions based on a contact and an account the contact is assigned to
>> - permissions based on a contact and an account the contact is assigned
>> to and all accounts in hierarchy
>> Additionally, the system shows in the application only the records
>> flagged as “available from outside”.
>> 3. Users’ actions (create, edit, preview, access to modules, etc.) depend
>> on the profile assigned to a user configured in the panel to manage users
>> for the application.
>> 4. The widgets visible in the client’s panel are also loaded directly
>> from the CRM configuration (what you can see in the panel are the same
>> widgets that the user can see, but the permissions are “substituted” with
>> the right ones, according to what I described in the 2nd point). The
>> panel can be found here:
>> https://gitdeveloper.yetiforce.com/index.php?module=WidgetsManagement&parent=Settings&view=Configuration&sourceModule=Home the
>> “add role” option allows you to add an application type role (customer
>> 5. The last element is the customer portal that can be run on many
>> domains with different configurations. Apart from managing all standard
>> entity type modules it also has a built-in store (POS) that allows you to
>> run versions in a stationary store for quick orders and receipt print.
>> Additionally, online payments were added to the client panel. You can find
>> the test version here
>> https://gitdeveloper.yetiforce.com/portal/index.php?module=Products&view=Tree –
>> it looks better if you add a picture.
>> We’re finishing the portal (took us 2 months) and in 2-3 weeks it’s going
>> to be released together with v5.2. It would be worth it to take advantage
>> of ideas and knowledge we used there because it at least partially covers
>> the ideas you describe here. In the following versions we’ll add management
>> for internal comments, chat, documents, notifications, internal inbox, etc.
>> One thing worth mentioning is that we removed that portal from Vtiger
>> (and later also MYC) around 2 – 3 years ago due to security threats it
>> posed, and from what I see not much has changes in these portals (you can
>> still overwrite any record from the CRM regardless of permissions).
>> Z poważaniem / Kind regards
>> Błażej Pabiszczak
>> W dniu 2019-06-24 12:47, nilay khatri napisał(a):
>> @Alan yes, the difference would be that, the portal users get access to
>> only data which belongs to them or the Organization. But in case if portal
>> users are granted access to CRM, then it becomes complicated and some times
>> unachievable to restrict access only to Contact/Organization.
>> I am talking in terms of using portal not just for customer support but
>> also, as for partners, resellers, employees, distributors, vendors etc..
>> @Tony, yes the whole topic here is about the ability to make portal
>> configurable such that it could be used in various scenarios including
>> On Sat, Jun 22, 2019 at 3:41 PM Tony Sandman <tonysandman999 at gmail.com>
>>> Was thinking of configuring privileges in the way, so customer can
>>> interact with Project and see projects tasks.
>>> I don't see the way at the moment - unless two users will be assigned to
>>> one record....
>>> On Fri, Jun 21, 2019 at 5:11 PM Alan Lord <alanslists at gmail.com> wrote:
>>>> On 21/06/2019 10:33, nilay khatri wrote:
>>>> > Okay, get your point.
>>>> > One might suggest linking the Roles with Portal. So instead of
>>>> > the permissions in Portal configuration, whatever permissions are
>>>> > defined in the Role would be applied.
>>>> > But, then why do we need a Portal :) ?
>>>> I kind of agree with this. I've said it to several customers before -
>>>> why not just create some restricted user profiles and roles and let
>>>> login that way, but there is an argument for a very limited interface -
>>>> like the portal, and also the portal can fairly easily be placed on the
>>>> public side of a corporate network and just the Portal<->vtiger API
>>>> comms allowed through the firewall.
>>>> But it's kind of the point. IMHO the portal should be a "small" or
>>>> "simple" view of the CRM. It should be configurable to the same extent
>>>> as the CRM. Placing arbitrary restrictions on what can be done and/or
>>>> whom is not something which should be dictated by the system itself.
>>>> These are dictated by the specific business needs and none of us can
>>>> realistically expect to predict all of the possible use-cases...
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