1. Creating a Security Framework for Partners
Quick Start your Partner Relationship Portal
The Magentrix Partner Relationship Portal Quick Start Guide will give you a short introduction to all the tools and features necessary to optimizing your organization's growth. For a more detailed description on using the features, please consult the Administration Guide Folder.
Step 1: Create a Security Framework for Users
Not all of your portal users are the same, meaning that they need to access or be restricted from certain data in your portal. To control what your users can see and do in your portal, create Security Roles for your different user types.
- For example, Andy is an employee and he's in charge of managing the portal, so he needs to be assigned an Administrator Security Role that gives access and edit permissions to all data.
- Meanwhile, Samantha is a business partner and she needs to be assigned a Partner Portal User Security Role that only gives her access to her own Leads and Opportunities.
What if your users need access to data that belongs to other portal users? Magentrix allows you to configure the following permissions for the following communities:
- Employee Users
For internal users like employees, you can organize permissions for data created by users with a Manager Hierarchy. This allows you to specify a Manager for users and set up Read, Create, Edit, or Delete permissions for data belonging to their superiors, peers, or subordinates.
- Community Users
For community users like partners, you can control access to data through Accounts and Contacts. For multiple users who are from the same company, you can give them access to all the help tickets associated with their company’s Account. Or, if you have a business partner with multiple levels, such as a company’s headquarters and its branch locations, you can set up a security hierarchy based on the parent branch. See Understanding Security for External Users for more information.
Step 2: Add Content and Data >>