Tuesday, August 25, 2020

Show Sitemap Sub areas based on Security Roles

 I came across a requirement where we had to show the Sitemap certain areas only to the Application Admins and hide it from the Users.

Yes it can be configured by removing entity privileges for the User Security role but there were dependencies on the entity as it was a lookup.

So removing the security privilege will also take away the permissions to append and view.

So to just show the entities on Sitemap only to Admins not for other Users we have used the functionality of Sitemap editor where without any code it can achieved using Privileges Feature.

Let us consider a scenario where User A is Sales Person and User B is Sales Admin.

I should Hide the Accounts  for User A i.e Sales Person but she should be able to select Account while creating a Contact and Read it too.





Step 1 : Go to Sitemap Editor and of Application and select that entity.


Step 2 : Click on Properties and scroll down towards Advanced > Privileges




Step 3 : Now Sales Admin has privileges on Account to Create, Write or Delete but Sales User does not has. He has only Read Permission. So select the ones which Admins have.




Step 4: Now this Account in Sitemap will be visible only to the Sales Admin not for Sales User as we have configured the Privileges. Publish the changes.


This will enable to hide entity on Sitemap without effecting functionality based on Security Roles.

Things to Remember :

1. If you add Account entity in any other group and do not configure this Privilege Setting, it will be visible due to Read permissions.

2. Even different entities and combinations can be configured to hide or show based on Organization needs.




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Show Sitemap Sub areas based on Security Roles

 I came across a requirement where we had to show the Sitemap certain areas only to the Application Admins and hide it from the Users. Yes i...