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

nilay khatri nilay.spartan at gmail.com
Fri Jul 5 13:49:00 GMT 2019 

Yes, that is the first component. "Module for CRM for Configuration"

On Fri, Jul 5, 2019 at 7:17 PM Garry Brighton <garryatbrighton at gmail.com>
wrote:

> Would be cool to have customer portal in the form of module what can be
> installed like any other extension.
> So database tables and files... just saying... it is integral part at the
> moment, but making it as an extension, will allow to separate it from core
> (at least to some extent)
>
> GB
>
> On Fri, Jul 5, 2019 at 6:41 PM nilay khatri <nilay.spartan at gmail.com>
> wrote:
>
>> 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
>>>>>>>>>>>>
>>>>>>>>>>>>
>>>>>>>>>>>>
>>>>>>>>>>>>
>>>>>>>>>>>>
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