Mastering Data Modeling with Liferay Objects

Course Overview

Defining Clarity's Distributor Permissions

In any application, managing user access and permissions is crucial for ensuring data security and facilitating efficient workflows. Clarity's distributor management app requires a permission structure that allows authenticated users to submit applications while preventing them from accessing other applicants' applications. Additionally, they want to only allow members of their business development team to create evaluations.

Exercise: Enabling Users to Submit Distributor Applications

Here you’ll assign basic Distributor Application object permissions to the User role.

  1. Open the Global Menu (Applications Menu), go to the Control Panel tab, and click Roles.

  2. Edit the User role.

  3. Go to the Define Permissions tab.

  4. In the left menu, go to Applications MenuContentDistributor Applications.
    Enter “Distributor Applications” into the search bar to quickly locate this section.
  5. Add this permission:

    Section Permissions
    Resource Permissions Distributor Applications > Add Object Entry

    Add the Distributor Applications > Add Object Entry permission.
     
  6. Click Save.

Now any authenticated users can create distributor applications using form fragments, though they cannot access the Distributor Application object in the Global Menu. You’ll learn about form fragments in Module 6. With the user role configured, is setting up Clarity’s internal roles.

Exercise: Creating Roles for Evaluating Applications

Within Clarity's business development team, there are two primary roles involved in evaluating distributor applications: Specialists and Managers. Specialists are responsible for reviewing applications, assessing their potential value, and making recommendations. Managers, on the other hand, oversee the process and make final approval decisions.

Here you’ll create these internal roles in Liferay.

  1. Open the Global Menu (Applications Menu), go to the Control Panel tab, and click Roles.

  2. Click New and enter these details:

    Field Value
    Type Regular
    Title Business Development Specialist
    Description Business Development Specialists are responsible for identifying and assessing growth opportunities for Clarity. This includes evaluating distributor applications, filling out evaluations, and making recommendations based on whether the applicant aligns with the company's goals and have the distribution capacity to further Clarity's market penetration goals.
    Key Business Development Specialist

    Add the Business Development Specialist role.
     
  3. Click Save.

  4. Edit the role you just created and go to the Define Permissions tab.

  5. In the left menu, go to Applications MenuContentDistributor Applications and add these permissions:

    Section Permission
    Application Permissions Access in Control Panel
    Application Permissions View
    Resource Permissions Distributor Application > Update
    Resource Permissions Distributor Application > View
  6. Click Save.

    Add the Business Development Specialist role
     
    Liferay automatically assigns the Portal: View Control Panel Menu permission when you grant the Access in Control Panel permission.
  7. In the left menu, go to Applications MenuContentApplication Evaluations and add these permissions:

    Section Permission
    Application Permissions Access in Control Panel
    Application Permissions View
    Resource Permissions Application Evaluations > Add Object Entry
    Resource Permissions Application Evaluation > Add Discussion
    Resource Permissions Application Evaluation > Delete
    Resource Permissions Application Evaluation > Delete Discussion
    Resource Permissions Application Evaluation > Update
    Resource Permissions Application Evaluation > Update Discussion
    Resource Permissions Application Evaluation > View
  8. Click Save.

    Save the permissions.

  9. Repeat the previous steps to create a second role and assign it the same permissions:

    Field Value
    Type Regular
    Title Business Development Manager
    Description Business Development Managers are responsible for the final review and approval of distributor applications.
    Key Business Development Manager
  10. For test purposes, go to the Assignees tab and assign this role to the Clarity Admin user.
    For test purposes, go to the Assignees tab and assign this role to the admin@clarityvisionsolutions.com user.

With these roles, Clarity can assign them to business development team members, so they can view applications, create evaluations, and approve or deny them.

Conclusion

Great! You've successfully defined permissions and roles for submitting and evaluating distributor applications. Next, you’ll learn how to use account restrictions to manage access to object entries.

  • Exercise: Enabling Users to Submit Distributor Applications

  • Exercise: Creating Roles for Evaluating Applications

  • Conclusion

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