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Default Organization Management application

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Default Organization Management application

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I need to use the Organization managent application with other applications that installed in a Admin less tenant.

I have created a role in all apps that has the permissions needed for every app.

For the Organization management app I gave the role full control.

All the apps are working fine except the Organization management application.

It works well only with the default administrator account.

Any other custom role, can create locations, departments, group etc, but the do not appear in the grids.

Any ideas?

Verified Answer
  • You need to assign your user to a Group that has access to all Locations, Department, and Function records. The reason for this is that any non-admin user is encompassed by the rules of LDF where if you are not part of a group which has access to an L, D, or F's data, you will not see it. This is unlike Admin behavior where all records are shown regardless of LDF setup.

    Create a Group (ex. All Access) that has NO Location, Department, or Function set to it.

    When you have nothing set on all fields, it means that you'll have access to all fields.

    After creating the Group, assign your user(s) to it.

    Unless this behavior of Groups have changed, this should give you access to all your records.

    Hope this helps.

    Piscoso, Martin

All Replies
  • You need to assign your user to a Group that has access to all Locations, Department, and Function records. The reason for this is that any non-admin user is encompassed by the rules of LDF where if you are not part of a group which has access to an L, D, or F's data, you will not see it. This is unlike Admin behavior where all records are shown regardless of LDF setup.

    Create a Group (ex. All Access) that has NO Location, Department, or Function set to it.

    When you have nothing set on all fields, it means that you'll have access to all fields.

    After creating the Group, assign your user(s) to it.

    Unless this behavior of Groups have changed, this should give you access to all your records.

    Hope this helps.

    Piscoso, Martin

  • Thank you very much Martin, that was helpful.

    Now I need to find a way to assign that role to the group upon customer creation.

  • You could do an Attach Record after create trigger on the Group field.

    if ("{!#CURR_USER.role#code}" == "[code]") { //Use code of desired Role

       var allAccess = rbv_api.selectValue("SELECT id FROM $GROUP WHERE name LIKE '%All Access%'"); //Get All Access Group ID

       return allAccess;

    }

    //--> Considering the name of your group is All Access

    The syntax for the tokens and integration names might be wrong but that should give you an idea.

    If attach record doesn't give you the option to select the group field you can use rbv_api.attach() instead within an object script.

    Hope that helps.

    Piscoso, Martin