Restricting Accounts for Clarity's Ticketing App
So far, you’ve learned about how account restrictions can enhance security by segmenting data access for different sets of users. Now, you’ll apply this knowledge to Clarity’s ticketing system to ensure that tickets are only accessible to specific accounts.
Exercise: Enabling Account Restriction for Tickets
Here you’ll establish account restriction for the Ticket object.
-
Open the Global Menu (
), go to the Control Panel tab, and click Objects. -
In the Default object folder, select the Account system object.
-
Go to the Relationships tab, click Add (
), and enter these details:Field Value Label Account to Tickets Name accountToTickets Type One to Many Many Records Of Ticket -
Click Save.
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Return to the Objects overview page and select the Ticket object.
-
On the Details tab, go to Account Restriction and toggle Enable Account Restriction.
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Set Account Restricted Field to
Account to Tickets
. -
Click Save.
Internal Server Error
when trying to save, make sure you’ve installed the workspace’s hotfix.Great! You've configured account restriction. This ensures that all new tickets are linked to individual customer accounts and are only accessible by account members.
Exercise: Creating Tickets to Verify Account Restrictions
Here you’ll create tickets to test the newly enabled account restriction.
-
Open the Global Menu (
), go to the Control Panel tab, and click Tickets. -
Click Add (
) and selectIris Optical
for the Account to Ticket field. -
Fill out any mandatory ticket details and click Save.
-
Repeat the steps above to create a second ticket, this time selecting
Retro Eyewear
for the Account to Ticket field. -
Log out and log in as Renee Salinger of Iris Optical.
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Username:
renee.salinger@irisoptical.com
-
Password:
learn
-
-
Open the Global Menu (
), go to the Control Panel tab, and click Tickets. -
Verify that you see only the ticket for Iris Optical created in this exercise.
-
Log out and log in as Emily Hudson of Retro Eyewear.
-
Username:
emily.hudson@retroeyewear.com
-
Password:
learn
-
-
Go to the Tickets page and verify that you see only the ticket for Retro Eyewear created in this exercise.
Great! You have verified that the newly enabled account restriction for tickets is working as intended.
Conclusion
Congratulations! You've successfully enabled account restrictions for Clarity's ticketing system, enhancing data security. This ensures that tickets are accessible only to authorized users within their respective accounts. Next, you’ll learn about auditing objects in Liferay.
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