Difference between revisions of "Part 4: Assigning an Application Role to a User"
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## Click Agent to see the Objects that a User in the Agent Application Role can access within the application MyOrders. | ## Click Agent to see the Objects that a User in the Agent Application Role can access within the application MyOrders. | ||
## Click Manager to see the Objects that a User in the Manager Application Role can access can access within the application MyOrders. | ## Click Manager to see the Objects that a User in the Manager Application Role can access can access within the application MyOrders. | ||
# Create a New Role for customers as shown below:<br><br>[[File:Application_Roles Customer.PNG|800px]]<br> | # Create a New Role for customers as shown below:<br><br>[[File:Application_Roles Customer.PNG|800px]]<br><br> | ||
# Click '''Save'''. | # Click '''Save'''. | ||
# To modify the Application Role previously assigned in this exercise to User MyCustomer in the MyOrders application: | # To modify the Application Role previously assigned in this exercise to User MyCustomer in the MyOrders application: | ||
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## From the list of applications, select the MyOrders application. | ## From the list of applications, select the MyOrders application. | ||
## Edit the listed MyCustomer User. | ## Edit the listed MyCustomer User. | ||
## Remove '''X''' the existing Role assignment for Application Role Agent:<br><br>[[File:Application_Access_MyOrders_MyCustomer.png]]<br> | ## Remove '''X''' the existing Role assignment for Application Role Agent:<br><br>[[File:Application_Access_MyOrders_MyCustomer.png]]<br><br> | ||
## Select the Lookup icon next to Roles. | ## Select the Lookup icon next to Roles. | ||
## In the Lookup window, check '''Customer''' and click '''Pick Selected Roles''':<br><br>[[File:Pick_Selected_Roles_Customer.png]] | ## In the Lookup window, check '''Customer''' and click '''Pick Selected Roles''':<br><br>[[File:Pick_Selected_Roles_Customer.png]]<br><br> | ||
## Click '''Save'''.<br><br>[[File:Access_Management Application Access MyCustomer.PNG|800px]] | ## Click '''Save'''.<br><br>[[File:Access_Management Application Access MyCustomer.PNG|800px]]<br><br> | ||
===Taking It Further=== | ===Taking It Further=== |
Revision as of 04:14, 29 December 2022
In this part, you control access to the records in the MyOrders application by assigning Application Roles to Users. You can assign an Application Role to a User’s initial application when you create the User, or you do so as shown in these steps.
- Make sure you are logged in as yourself. Ensure application MyOrders is selected, and then view the default Application Roles for your tenant:
- Go to the Configuration page, under the Customization tile, click Application Roles. Note that two Application Roles created by the System are available in the application MyOrders: Agent and Manager.
- Click Agent to see the Objects that a User in the Agent Application Role can access within the application MyOrders.
- Click Manager to see the Objects that a User in the Manager Application Role can access can access within the application MyOrders.
- Create a New Role for customers as shown below:
- Click Save.
- To modify the Application Role previously assigned in this exercise to User MyCustomer in the MyOrders application:
- Go to the Configuration page, under the Administration tile, click Access Management. Click Application Access.
- From the list of applications, select the MyOrders application.
- Edit the listed MyCustomer User.
- Remove X the existing Role assignment for Application Role Agent:
- Select the Lookup icon next to Roles.
- In the Lookup window, check Customer and click Pick Selected Roles:
- Click Save.
Taking It Further
To extend what you learned in this exercise, explore how to implement Custom Access Criteria using the AgileApps Cloud wiki pages:
- On your Web browser, go http://agileappscloud.info.
- Search for Custom Access Criteria.