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Bronze Super Contributor
Posts: 113
Registered: ‎07-27-2009

SLX8 - Secure SDATA

Hi,

 

is it possible to "lock down" the SDATA-Portal? The idea is, that a user can only access different basic informations, e. g. just some fields in account, but not opportunities or tickets.

 

I tried to use roles, field security and other permissions, but was only able to restrict accounts, not the data within an account.

 

Is it possible?

Regards
Rainer Raebiger
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Moderator
Posts: 440
Registered: ‎05-07-2008

Re: SLX8 - Secure SDATA

Field Level Security is fully functional in SData what was the issue you are trying to resolve?

John Perona

Director, Infor CRM Development

Infor CRM

Infor CRM

Highlighted
Bronze Super Contributor
Posts: 113
Registered: ‎07-27-2009

Re: SLX8 - Secure SDATA

Hi John,

 

i like to give an external user/company the possibility to access accounts. Within the accounts, the user should only see limited number of fields, for example ACCOUNT, STATUS, and so on. Other fields or the values should not be visible. Access should be readonly. Access to other tables should not be possible.

 

 

Regards
Rainer Raebiger
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Gold Super Contributor
Posts: 3,087
Registered: ‎03-19-2009

Re: SLX8 - Secure SDATA

Since the "external company/user" will have to have a Saleslogix license.. and be a real Saleslogix user.. all the security rules apply - like John says.

 

It's really all there in 8.0 - OOTB - just a matter of proper configuration.

--
RJ Ledger - rjledger@rjlSystems.net +1 603.369.3047 x101

".. Innovators in Mobility - Experts in Workflow Automation..."
http://www.rjlSystems.net - blog: www.rjlSystems.net/blog.html
Highlighted
Bronze Super Contributor
Posts: 113
Registered: ‎07-27-2009

Re: SLX8 - Secure SDATA

Hi RJ,

Hi John,

 

shure the user has needs a license. So i tried a little bit with the settings. One time it worked, but most times it does not work.

 

Are security settings cached through Caching Server? I did not find reproducable settings ...

 

Another hint?

Regards
Rainer Raebiger
Highlighted
Moderator
Posts: 440
Registered: ‎05-07-2008

Re: SLX8 - Secure SDATA

Not sure what you mean about it sometimes worked.

 

What did you do?

What were you seeing. 

John Perona

Director, Infor CRM Development

Infor CRM

Infor CRM