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.
-
Open the Global Menu (
), go to the Control Panel tab, and click Roles. -
Edit the User role.
-
Go to the Define Permissions tab.
- In the left menu, go to Applications Menu → Content → Distributor Applications.
Enter “Distributor Applications” into the search bar to quickly locate this section.
-
Add this permission:
Section Permissions Resource Permissions Distributor Applications > Add Object Entry
-
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.
-
Open the Global Menu (
), go to the Control Panel tab, and click Roles. -
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
-
Click Save.
-
Edit the role you just created and go to the Define Permissions tab.
-
In the left menu, go to Applications Menu → Content → Distributor 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 - Click Save.
Liferay automatically assigns the Portal: View Control Panel Menu permission when you grant the Access in Control Panel permission. -
In the left menu, go to Applications Menu → Content → Application 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 -
Click Save.
-
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 -
For test purposes, go to the Assignees tab and assign this role to the Clarity Admin 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.
Capabilities
Product
Education
Contact Us