Managing Access to Data

Delectable Bonsai wants to ensure that all authorized users can submit distributor applications. They also want to allow a limited number of employees to view all submitted applications and fill out evaluations. Here you’ll assign basic Distributor Application permissions to the User role and create an internal role that’s responsible for reviewing applications.

Allow Users to Submit Distributor Applications

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 and add these permissions:

   Permission
   Distributor Applications: View
   Distributor Applications > Distributor Application: Delete
   Distributor Applications > Distributor Application: Update
   Distributor Applications > Distributor Applications: Add Object Entry

   

4. Click Save.

5. Verify the User role has the desired permissions.

   

Creating Roles for Reviewing Distributor Applications

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

2. Click Add ().

3. Enter these details and click Save:

   Field	Value
   Type	Regular
   Title	Business Development Specialist
   Description	Business Development Specialists are responsible for identifying and assessing growth opportunities for Delectable Bonsai. 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 Delectable Bonsai’s market penetration goals.
   Key	Business Development Specialist

   

4. Go to the Define Permissions tab, add these permissions, and click Save:

   • Distributor Applications

     Permission
     Distributor Applications: Access in Control Panel
     Distributor Applications: View
     Distributor Applications > Distributor Application: Update
     Distributor Applications > Distributor Application: View

   • Application Evaluations

     Permission
     Application Evaluations: Access in Control Panel
     Application Evaluations: View
     Application Evaluations > Application Evaluation: Add Discussion
     Application Evaluations > Application Evaluation: Delete
     Application Evaluations > Application Evaluation: Delete Discussion
     Application Evaluations > Application Evaluation: Update
     Application Evaluations > Application Evaluation: Update Discussion
     Application Evaluations > Application Evaluation: View
     Application Evaluations > Application Evaluations: Add Object Entry

   Liferay automatically assigns the Portal: View Control Panel Menu permission.

   

5. Repeat this process 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

6. For test purposes, go to the Assignees tab and assign this role to the default [e-mail] power user.

   

Great! Delectable Bonsai can assign these roles to members of their business development team so they can view submitted applications, create evaluations, and approve or deny applications.

Now Delectable Bonsai wants to keep track of each application’s state during the review process.

Next: Defining a State Field

Relevant Concepts

• Permissions Framework Integration