I would like to hide the marketing group in the navigation bar. I remove all the others privileges to the security role in order to hide the different entity but I can't hide the last one (my work > dashboards).
Is it possible to hide the marketing group via security roles and privileges ?
Do I have to change the SiteMap ?
Thank you for yor help
If you want to hide it for all users (even for sysadmins) that the only answer is remove it from Sitemap.
Related
I want to hide a button on the ribbon for all users except System Admin and I do not want to write javascript to check the security role of the logged in users. Is there any out-of-box way I can achieve this?
Also is there any entity that only admin has access to which I can use to hide show the button?
Yes, you can achieve this without code.
One option is using MiscellaneousPrivilgeRule under display rules and making sure to pick some privilege like Publish Duplicate Detection Rules which may not be given to non-Admin roles.
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There’s no OOB entity for that purpose, you can identify one in your system or create a dummy entity for that purpose.
Yes you can try this option.
Create a Custom Entity (Custom Button Privelege)
By default only Sys Admin/Cust role will have Privelege to do CRUD operation.
In the custom button -> Display Rule. Set a Entity Privelege Rule based on the custom entity.
Now the button will be visible only for the Admin users & will be hidden for other users.
Similarly we can modify the security role for others as well.
I want users to be able to select the 'Manage Members' button but not the 'Remove from Marketing List' button.
I have tried to do this through security role permissions unsuccessfully.
I have also tried finding the Ribbon through Ribbon workbench in order to disable the button but cannot find the ribbon that is associated with the Marketing List Members frame.
Another option is to create a “dummy” RemoveMemberFromList role and write a plugin on the RemoveMemberList message. If the user has this role throw an exception.
Here is how to retrieve a user role from a plugin https://social.microsoft.com/Forums/en-US/18a05216-ea17-4f2d-b416-e11a5555ffda/how-to-retrive-current-user-role-in-plugin-in-crm-2011?forum=crm
Right now I am customizing a Microsoft Dynamics CRM 2013 system.
I just created two (system) dashboards (one for SALES and one for SERVICE).
I know you can choose a "(general) default dashboard" that is shown when the user clicks on the "Home" button in the CRM / when the user visits the CRM page, but I was not able to find out if it is possible to assign a specific dashboard to each section (sales-services-marketing) (e.g. the user switches to the "Sales" section - my "SALES" dashboard should be shown / the user switches to the "Service" section - my "SERVICE" dashboard should be shown).
I'd be glad if somebody could tell if this is possible and how to achieve that.
There is a 'DefaultDashboard' property in the sitemap for each sub-menu. You can set the value manually or use the XrmToolBox.
By default, Magento shows different widget types as options in the backend, such as 'Cms Page Link' and 'Catalog Category Link'. However, I want to provide my client only with the theme's relevant widgets, so I want to be able to remove some widgets, at least as an admin option.
The options for the backend are set via the respective core modules /etc/widget.xml. What is the best way to override this, without a core hack?
Any suggestion would be much appreciated!
#Daco
Magento has features to implement the above. It is achieved with the help of "ROLES" and "USERS" in the system tab of magento admin panel.
Solution
Create a role for your client "client_xyz" by going to
System->Permission->Roles.
Add Resources to the role, these resources are the links that you
would like to restrict the users upon or grant them permissions.
After creating the roles and resources, create a user to be given to the client. The Users can be created under System->Permissions->Users.
Create the users assign the roles that are already created. And now when the users login using this newly created credentials. They will only see what is granted by the Admin.
In order for a user to become an active member of our site, they need to click on the confirmation link sent to their email address. When we click on "Manage Customers" on the backend of Magento, we can see which customer group the customer belongs in, but we cannot tell whether or not they have activated their account without clicking on each individual account. Is there a way we can add a column to show and filter users who have activated / not activated their account?
Please help!
Thanks
If the value that tells if an account is activated or not is stored in an attribute, this extension should do the trick : Enhanced Admin Grids