I have SugarCRM version 6.2 Community Edition with a custom module called Agents. Agents do not have User accounts. I want to allow Agents to log into the CRM instance. I understand to login we need User accounts.
But is it possible to allow Agents to log in without creating a User? How?
Or is possible to relate a User to an Agent so that when the User logs in he/she can view that Agent's details?
Why dont you just create a role for Agent and create users and assign to that Role . ( admin can create users and assign user to the Agent role)
At the end when you pull record from user table you can filter it based on role ( say agents) and use them in your custom module.
Anyway, For agents to login they will recieve auto-generated Email and password as and when admin creates them as Agents
Related
I have a parent account in Sendgrid. I have created 2 sub users. One for each environment (Dev and Test). Each sub user has its own API Key for sending emails.
Now when i try to onboard users i am trying to use SSO Teammate. But when i add the teammate (already in Dev) to Test sub user, its throwing an error
The email you are assigning as the SSO Teammate's username already belongs to an existing user. You will need to delete the conflicting user or modify the existing username so that this SSO teammate can be created.
But the teammate's id is only added to another sub user(Dev). Its not there in the parent account. Is this a wrong way of handling teammates in SendGrid?
Basically we want to separate users in each environment and provide them different access in each sub user (account)
I'm trying to complete a workitem programatically via workflow session using a System User but i'm getting error to add system user to workflow-administrator group, Any idea how to add System user to Workflow-administrator group
I have a problem with the Workflow of liferay 7.1.
I have created a form for the request of vacation and permissions. Also, I have created some roles which I have assigned to specific users.
I wish the request would achieve to a specified role (I thought an if or switch) and the notification to the users with another role.
I would like to work with the IDs because every role has its ID so I can manage them easier.
Does anyone know how to make this task and this situation?
For example es. role HR (id 33377), role Developer (id 33388).
I have configured the workflow for a particular user group(author), who can only initiate the workflow, rest of the workflow steps should not be shown to user. In the current scenario if I am giving user to execute the workflow then all the process steps are showing in his page. I want to restrict the author to perform other process steps, they should only initiate the request only.
Please provide more information in the user group privileges so that I can allow or deny these rights to particular user.
thanks in advance
To restrict access for users from this group to all steps (except triggering workflow), these steps should be assigned to other participant (like administrators group).
You can assign the steps to the wf initiator or you can use other participant selector and there you can specify the assignee of the workflow. This way you can define which groups have access to the dialog.
I have an account setup exactly the way I'd like a number of individuals accounts setup and I'd like to create them as clones of this account so the get the initial set of permissions without me having to manually set all the permission on each account.
Note: It is fine (ideal?) if once the accounts are created that they no longer have a relationship with the original account. For instance, if User A is the base account that is being used to create all the other accounts, once User B is made from User A then all further changes on User A will not be reflected on User B.
Any ideas?
In answer to your question: no, there is no clone/copy user feature in the User Editor in Sitecore.
It sounds like you would be better off creating a role with all these permissions, then assigning this role to any new users you create. You could then modify the permissions of the individual users as necessary.
Note this would not be the ideal solution as it's always better to apply security to roles rather than individual users.
Perhaps you could achieve what you need by creating a collection of roles and assigning different combinations of them to each user?
Try installing this Sitecore Module.This will clone the user in User Manager
SITECORE USER CLONE
Sitecore User Clone is used to create the copy of the user with the same roles, name, email, and profile. It will prompt to accept the new username, password and all the editable fields same like Edit user.