I've a question re how to cater for a specific scenario in the security model of D365/CRM.
Say we have User 1 and User 2 that are in the same business unit.
User 1 has full Business Unit read access to contacts.
User 2 has just user level read access to contacts.
We want User 1 to have visibility of all contact records that are available to all users in that business unit.
Using the OOB D365 security model - if somebody shares a contact with User 2 that is owned by a user from a another business unit, User 1 cannot see this contact record.
I'm just wondering what the best/cleanest way to resolve this requirement is?
Thank you
Just exploring options at this point. I believe one option is to create a team for the business unit that only user 1 gets added to and then also sharing the record with the team would work - but that seems to involve a lot of overhead in terms of maintaining shares etc.
Was hoping there might be a cleaner way to implement somehow using OOB functionality that I may not be fully aware of.
Related
We're creating a flow for boarding new customers and would like to use the enhanced ecommerce tracking of universal analytics to track the boarding steps.
A single applicant fills in a form supplying information about their business and delivery addresses and such. The problem is that after the application has been submitted, the applicants need to electronically sign an agreement. There can be multiple people signing, and the person signing therefor doesn't necessarily need to be the same person that filled in the application. Is it possible to track a flow where another user/session takes over and finalizes the application?
If all participants in the application process sign in with a token - same token for all - you can set it as userID and enable session stitching - you'll need special userID view (and update your privacy policy) which will only show visits for which the userID was set and will recognize users across multiple computers, devices etc.
However this will still give you aggregated data only, so if you want to track individual users in addition to the flow you have to set the userID as a custom dimension (talk to your lawyer first, even with an anonymous ID profile building might be a privacy issue). The userID must contain nothing that would allow anybody but your own company to identify a specific user or device (no e-mail-addresses, no MAC addresses etc). Then you can pull the individual data with the custom dimension as key and match it with your CRM data.
No guarantees, but that seems the closest you can get to your requirements using GA.
I'm currently doing recruitment system by using drupal 7.. In my system, the applicant can apply the job and HR admin can choose the capable candidate..
After HR admin shortlisted the capable candidate, the candidate can book the interview session that has been set by HR admin.
For example, the interview session is 7,8 and 9 June.. So the applicant can choose which date they want to attend..
is there any related module for this? I've found Booking Time Slots module. But it's only available for drupal 6 i guess.
Help me..
Have you considered Drupal Recruit ? Basic solution to allow people to apply (application is a Drupal entity, fieldable, created by the applicant who does not need to be logged in). Works great.
For the booking system, I would try to setup a session content type with date field and entity reference field to a "job" node. HR can create sessions for a particular job. Then I would use Drupal Flag to allow applicants to choose (by flagging sessions nodes) a session when the HR shortlisted them. You'll have to deal with roles and permissions carefully I guess...
I recently used both of these D7 modules, with great satisfaction.
Good luck
I am working on a web development project that will require keeping records for around 3-4,000 companies. If possible I want to use a wordpress plugin that enables a user to CREATE a unique user account / profile and update their profile with their up to date information at a later date. I tested profile builder but it wont let non admins initiate a new account (something I dont want to do 4,000 times).
Information also needs to be searchable (income range, location, etc.). This is not necessarily a deal breaker as I could develop a second app to search the DB.
Right now I am trying to choose between building a app where a user can create an account and interact with a UI (time consuming). I hate to ask such silly question but I am not having much luck.
Approximate wireframe:
Enable user registration and dispatch the 4 thousand emails inviting to open an account.
The default User Profile system remains as it is, just basic user info (it's easy to remove stuff from that page and give it a nice style).
Create a Custom Post Type for the big profile with all the searchable capabilities this offers.
Limit the number of posts the user can manage to One.
Ask new questions as the specifics arise.
We're investigating Alfresco for doing wideband delphi ("planning poker") based on submitted statements of work (collected user stories). I've been reading through the Alfresco documentation, and there are two questions that I haven't been able to get clear answers to:
Can we set it up so users can write, but not read, to a folder or node? (To support "anonymous" planning, without users knowing what the other users submitted estimates were)
Can workflow tasks be implemented to ask users to comment or submit items to a node or director with the above model, rather than just simple approve or deny?
Workflow:
User submits a statement of work
All users (or selected users at random, or ... ) in group get notice to review
Reviews include estimates on the overall SOW or specific phases
Reviews are anonymous/secret to all but the manager
Have you implemented something similar in Alfresco with fine grained access control? Sharing your experience would be very helpful... i'm not looking for someone to do the work for me, just to confirm it can be done.
I would use some kind of parallel workflow for this.
First the managers starts the workflow and the task type of this first node will have additional info about the user story and such, then the manager selects a people or a group to which it will send this user story.
Here comes the parallel thing into play. Because it's parallel noone sees the results of the other members of the workflow. The members fill in the requested fields (another custom task type with data like: score (estimate) and maybe explanation.
Before the workflow goes back to manager the automatic calculations are made in a non-user task/node where you calculate overall score for the story. You can include each individual user and their score in the result/report if necessary.
Now the results are sent to the manager.
I'm working on a web-based academical evaluation project (VS2010,C#,ASP.NET). Users can enter the web site and evaluate personnel of a company (or the company managers). Then my clients (company owners) should be able to view results of the evaluation (appraisal). As this process involves people and there is always risk of re-voting by some users, I'm searching for ways to minimize number of re-evaluations by similar users, i.e. I'm going to prevent a user from voting for more than once as it can hugely affect results of the appraisal process, I'm asking user about his name, surname and national ID; I'll store these data in my database, and the next time a user trying to login with the same data will get a warning, but anyone can change his data and vote for several times! Also I save user IP and will check it on later logins but it can also be faked easily! what else can I do? using cookies? sessions? how should I technically prevent users can from voting for several times?
thanks
You can't avoid it but can minimize it. Take a look at this similar question/answers:
multiple voting.
Hunting Cheaters.
Prevent Users from Voting Multiple times