[Vtigercrm-developers] Interested? Multiple Portals with different permissions

nilay khatri nilay.spartan at gmail.com
Fri Jul 5 11:39:36 GMT 2019 

Just for the following 2 components:
1. Module for CRM for configuration
2. Portal itself


On Fri, Jul 5, 2019 at 5:07 PM Garry Brighton <garryatbrighton at gmail.com>
wrote:

> code of portal or whole system?
>
> GarryB
>
> On Fri, Jul 5, 2019 at 6:08 PM nilay khatri <nilay.spartan at gmail.com>
> wrote:
>
>> Hi All,
>>
>> I have made the repository to manage the code:
>>
>> https://github.com/nilay-automatesmb/Portal
>>
>> Also, a Project has been set up with cards to Propose, Accept, Technical
>> Design and FInalizing the features. Let us limit the discussions on the
>> Github itself.
>>
>> Plan would be to first close on the features and then initiate with the
>> Technical design.
>>
>> Suggestions are welcome!
>>
>>
>>
>> On Thu, Jul 4, 2019 at 5:25 PM Tony Sandman <tonysandman999 at gmail.com>
>> wrote:
>>
>>> Eyeing that with attention...
>>>
>>> T
>>>
>>> On Thu, Jul 4, 2019 at 3:58 PM nilay khatri <nilay.spartan at gmail.com>
>>> wrote:
>>>
>>>> Kool, let me share the details by today.
>>>>
>>>> On Thu, Jul 4, 2019 at 2:26 PM S T Prasad <stprasad at stprasad.com>
>>>> wrote:
>>>>
>>>>> Guess you could initiate a git and we could move the action there.
>>>>> Plenty of ways to skin the cat, but we have to start somewhere.
>>>>>
>>>>> With best regards,
>>>>>
>>>>> S.T.Prasad (Skype: stprasad at stprasad.com)
>>>>> Founder and Chief Shikari
>>>>> http://www.vtigress.com
>>>>> The Purr-fect mate for vTiger
>>>>> Certified Solution Partner for Asia and Africa
>>>>>
>>>>>
>>>>> On Thu, Jul 4, 2019 at 2:20 PM nilay khatri <nilay.spartan at gmail.com>
>>>>> wrote:
>>>>>
>>>>>> Any more thoughts?
>>>>>>
>>>>>> On Tue, Jun 25, 2019 at 1:51 PM nilay khatri <nilay.spartan at gmail.com>
>>>>>> wrote:
>>>>>>
>>>>>>> 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
>>>>>>>>
>>>>>>>>
>>>>>>>> https://gitdeveloper.yetiforce.com/index.php?module=WebserviceApps&view=Index&parent=Settings&block=5&fieldid=100
>>>>>>>>
>>>>>>>>
>>>>>>>> 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”.
>>>>>>>>
>>>>>>>>
>>>>>>>> https://gitdeveloper.yetiforce.com/index.php?module=WebserviceUsers&view=List&parent=Settings&block=5&fieldid=106
>>>>>>>>
>>>>>>>>
>>>>>>>> 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
>>>>>>>> portal).
>>>>>>>>
>>>>>>>> 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
>>>>>>>> Projects.
>>>>>>>>
>>>>>>>>
>>>>>>>>
>>>>>>>> On Sat, Jun 22, 2019 at 3:41 PM Tony Sandman <
>>>>>>>> tonysandman999 at gmail.com> wrote:
>>>>>>>>
>>>>>>>>> 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
>>>>>>>>>> defining
>>>>>>>>>> > 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 them
>>>>>>>>>> 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 by
>>>>>>>>>> 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...
>>>>>>>>>>
>>>>>>>>>>
>>>>>>>>>> HTH
>>>>>>>>>>
>>>>>>>>>>
>>>>>>>>>> Al
>>>>>>>>>>
>>>>>>>>>>
>>>>>>>>>>
>>>>>>>>>>
>>>>>>>>>>
>>>>>>>>>> _______________________________________________
>>>>>>>>>> http://www.vtiger.com/
>>>>>>>>>
>>>>>>>>> _______________________________________________
>>>>>>>>> http://www.vtiger.com/
>>>>>>>>
>>>>>>>>
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>>>>>>>>
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>>>>>
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>>>>
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>>>
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>>
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>
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