I can't create new customers in Business Central
This are my user permissions:
When I go to customers, I can't click the new button:
But in Chronus, with same permissions I can create them:
There are no extensions.
What can I check to make the new customer button available?
Try to assign permission set D365 CUSTOMER, EDIT
Related
I am trying to setup team notifications for work item changes using Role based alert delivery in on-premises TFS 2017. In the Deliver to Specific team members dropdown I can select Assigned To, Previous Assignee, Current Assignee, but in our template we have Owner field that I also want to have in the dropdown like Owner, Previous Owner, Current Owner.
Is there any process customization to apply to make these roles appended to the dropdown list?
Unfortunately, the Roles field can not be customized. I have submitted a user voice at website below, you can vote it:
https://visualstudio.uservoice.com/forums/330519-visual-studio-team-services/suggestions/34325335-customize-tfs-team-notification-available-roles
I want to create an Account programmatically and then create a number of Contacts programmatically and associate them with the Account.
We have a number of vTiger instances that run on the same server and I am building a custom manager to add Accounts and Contacts to targeted vTiger instances.
In the custom manager the workflow is a user can select the target vTiger instance from a select menu, this action fills out some details in the custom manager form. On submitting this form the system navigates to the targeted vTiger instance and creates the account and contact.
I had a look at the Webservice tutorial but with our infrastructure we would prefer to avoid HTTP. I can (folder) navigate to a vTiger instance and invoke a class. I can then pass an array to that class to create the Account or Contact. This way we are reducing security risks by using HTTP and everything is internal.
Could anyone point me in the right direction?
To create an Account you can create a function will contains this:
(You must include all mandatories fields)
global $current_user;
include_once 'modules/Accounts/Accounts.php';
$my_account = new Accounts();
$my_account->column_fields['accountname'] = $accountName;
$my_account->column_fields['accounttype'] = $accountType;
$my_account->column_fields['email1'] = $email;
$my_account->column_fields['assigned_user_id'] = $current_user->id;
$my_account->save('Accounts');
To update an existing Account:
$moduleName = 'Accounts';
$recordModel= Vtiger_Record_Model::getInstanceById($accountId,$moduleName);
$recordModel->set('accountname', $myNewAccountName);
$recordModel->set('mode', 'edit');
$recordModel->save();
We use custom fields in our trackers to have, for example, the list of customers so we can identify the customer requesting something.
Every time we have a new customer we need to add a new value to this custom field.
Is it possible to give permissions to a normal user so he can do this by himself or does he need to be an admin as this feature is under the Administration menu?
It is not possible because normal users don't have access to administrator options. A possible solution is when you create new normal users make them with admin role.
I created a project in Redmine and created users to add in this project.
Now how can they see our project in the redmine? How can they activate themselves?
I know that e-mail should be sent to them or if they make an account for themselves: How can I invite them to our project? The path that I'm using to do so is: Administrator -> Users -> new user. But here, only users found that I created myself.
Can the Adminstrator accesses the users password?
Please help me.
An administrator can change users passwords.
He can also define roles and groups and assign users to this roles and groups. He also can give permissions to users, roles and groups to acces projects and configure what they can do in the projects and whats not.
For you:
You should define a group or a role and give permissions to that to access your project. You can do this in the "groups" / "roles and permissions" administration panel-
After that you should assign a user to the created group/role by open the user profil (URL: .../users/<ID>/edit) and then switch to the tab Groupsor Project and assign them there
On the users panel (Administration -> Users) there is also a filter to only show active / inactive / all users. Maybe you are hiding some other users.
edit:
You can change the account activation mode under administration -> settings -> tab: "authentication". There's an combobox with something like "Signup" where you can choose
closed
Activation via e-Mail
Manual activation
Automatic activation
Under the administration -> user settings in the filter combobox you can filter for non activated users, open their profile and activate them manually.
I have to create a separate web project to access the Roles and Users API for sitecore domain, so I can programmatically add new Roles with custom access to the tree as well as custom language access. I have found the documentation for Security API, http://sdn.sitecore.net/upload/sitecore6/sc61keywords/security_api_cookbook_usletter.pdf
But I am not sure how to go about adding a new role, can I just create any type of project, like MVC4 or does it have to be in WebForms? Is this even possible to add custom permission to the tree by adding new roles and assigning them new users through API, so they can just login normally through the SiteCore domain? Also, what database am I supposed to use, I see there are 3 different ones (core,master,web), do I have to manually connect to the database and add roles there, or the API's will do that for me?
I ended up creating a class that lets me add new languages(regions) when needed. Here is the idea I worked with.
using(new Sitecore.Security.Accounts.UserSwitcher(user) //To switch to any user you want, in my case it was the "sitecore/admin"
System.Web.Security.Roles.CreateRole(roleName) //To create roles
var role = Sitecore.Security.Accounts.Role.FromName(roleName) //To retrieve the role.
//Get a list of the permissions that you would like to set
//For every item in that list
AccessRuleCollection accessRule = Item.Security.GetAccessRules();
acessRule.Helper.AddAccessPermission(role,AccessRight,PropagationType,AccessPermission);
//Write the Rules back to the item
Item.Editing.BeginEdit();
Item.Security.SetAccessRules(accessRules);
Item.Editing.EndEdit();
Hope that helps.