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 applications submitted by other users. 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 (), 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 Menu → Content → Distributor Applications.

   NOTE
   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

   
   

6. Click Save.

Now any authenticated users can create distributor applications, though they cannot access the Distributor Application object in the Global Menu. In Module 6, you’ll learn how to add forms to Clarity’s website for creating object entries. For now, the next step is to set up Clarity’s internal roles.

Exercise: Defining Roles for Evaluating Applications

Clarity needs two internal roles for their business development team: Specialists and Managers. Here you'll define the permissions for these roles.

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

2. Click the Business Development Specialist role to edit it.

3. Go to the Define Permissions tab.

4. 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

5. Click Save.

   

   NOTE
   Liferay automatically assigns the Portal: View Control Panel Menu permission when you grant the Access in Control Panel permission.

6. 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

    

   

7. Click Save.

8. Repeat steps 2-8 for the Business Development Manager role.

9. For future exercises, go to the Assignees tab and assign the Business Development Manager role to the Clarity Admin user, if it isn't already assigned.

   

Great! With these roles, Clarity can assign them to business development team members, enabling them to 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.