Assign permissions dynamically to users in the application
Requirement
When a customer is added to the application, the application is instantly shared
with
the user, with the required permissions.
Use Case
In the order management application,
a
customer might sign up
on the go once the business is live.
All non-administrator
users of the application should be given appropriate permissions
—for example, a
customer
can view
their
orders and products. A
vendor
can see
their
products and the performance of those products. Appropriate permissions
need to
be assigned to the users who sign up as a customer or a vendor.
Steps to follow
Form | Form Link Name | Field Type | Field Name | Field Link Name |
Vendor | Vendor | Name | Name | Name |
Address | Address | Address | ||
Email | Email | Email | ||
Customer | Customer | Name | Name | Name |
Address | Address | Address | ||
Email | Email | Email |
The
Email
field holds the email
address with
which a customer or a vendor logs in to Zoho Creator to access the order management application.
2. Create the different sets of permissions for different users. In
the
application's
Settings, click
User Permissions
under
Permissions. Then, click
the Add Permission
button.
3.
Give relevant permissions for the customers and click
Save.
4. Similarly, create a permission set for Vendors and click
Save.
6. Click
Add New Action, then
click
Deluge Script. Add the below code to assign the permission set
Customer
to the customer's email.
- //share the application with customer with Customer permission
- thisapp.permissions.assignUserInProfile(input.Email,"Customer");
- //Send notification mail with link to access the application
- sendmail
- [
- from :zoho.adminuserid
- to :input.Email
- subject :"Invitation to access Order Management"
- message :"Hi,<div><br></div><div>You have been successfully added as a Customer.</div><div><br></div><div>Click <a href=\"" + " https://app.zohocreator.com" + zoho.appuri + "\"" + " target=\"_blank\">here</a> to access \"Order Management\"</div><div><br></div><div>Regards,</div><div>" + zoho.adminuser + "</div>"
- ]
7. Similarly, create a workflow to execute when a
Vendor
is added.
8. Click
Add New Action, then
click
Deluge Script. Add the below code to assign the permission set
Vendor
to the vendor's email.
- //share the application with customer with Vendor permission
- thisapp.permissions.assignUserInProfile(input.Email,"Vendor");
- //Send notification mail with link to access the application
- sendmail
- [
- from :zoho.adminuserid
- to :input.Email
- subject :"Invitation to access Order Management"
- message :"Hi,<div><br></div><div>You have been successfully added as a Vendor.</div><div><br></div><div>Click <a href=\"" + " https://app.zohocreator.com" + zoho.appuri + "\"" + " target=\"_blank\">here</a> to access \"Order Management\"</div><div><br></div><div>Regards,</div><div>" + zoho.adminuser + "</div>"
- ]
See how it works
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