What I want to do is this:
When a new user is given access to the Portal, I want her only to be able to see a single Sales menu with a submenu Sales/Customers and nothing else.
I was able to do that by adding the menu to the Portal group, but I need to hide the other menus (Website,Mail,Projects). I removed all the other views from Portal group and made sure that my customer does not belong to any other group than Portal but the menus are still there.
From what I can understand the menus are shown only to certain groups of users. My user only belongs to the Portal group these menus are not referenced there. I only have my Sales/Customer there
How can I remove them?
Out-of-box odoo is designed to show all those menu as portal menu, so what you want todo here is create new group with portal check-box true and assigned all menu you wnat him to see and assign needed security. Designing this group be bit lazy as you will have todo lot of trails.
Bests
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I need to write groups for a delete button under action menu in sale order form. This group is for to show if group is enabled then delete button will be shown or else it remains invisible.
I don't know how to make it. Could anyone help me here?
you can do it by access rights. Here is elaborated example.
Suppose if you have to remove the delete option from the purchase order for the users purchase user, then what you have to do is that, activate developer mode, then go to the menu, Groups under the settings, then search the group purchase user. Open it, then in the access rights tab, you can see different objects and given permission.
I have a Sharepoint list that I'm using as a form. Everyone in the company needs to view/modify the form to submit information, but I would like to keep the response from the form viewable to just a few people. Is there a way to do that, without clicking each item and managing permissions for that item? Can that be done with a workflow?
One approach:
Set up the list so users can only see and edit their own responses. (List settings > Advanced settings > set Read Access and Create and Edit access to "Items that were created by the user".
Create a SharePoint group for people who should see all items, e.g. ListManagers
Set up list permissions so that Visitors (everyone in the company) have Contribute access and the ListManagers group gets full access for the list.
Another option:
Leave the Advanced settings at the default, so that everyone can see all items.
Change the default view of the list to show only items created by the current user.
Create a page that shows an XLV with the default view and serve that to everybody.
Create another page that shows an XLV with all items and give permissions for that page only to the limited group of people.
The second method is more for convenience than for security and will not prevent savvy users from accessing the data they cannot see in the default view.
I have one custom list with fields like(IDs, Name, Phone no) . when i add a new item to the list a new item form will be opened. While filling the form by entering the first field( IDs), i want other fields to be auto-populated from active directory.
Can it be possible through Browser(UI) or from sharepoint designer.
Please Help me out ...
Yes this is possible I have implemented something very similar.But this is only possible through event receiver in a custom list.Following was my approach,
Add a ItemAdding event receiver, only field entered by the user will be the UseraName field through people picker.
Internally,fetch the details of the user entered from AD.This can be done through code in this way,
http://www.aspdotnet-suresh.com/2011/03/how-to-get-userdetails-from-active.html
Then you can assign the user properties to their respective columns and update the list item.
If its not a custom list,you can always use User Profile Synchronisation by Mapping additional required AD properties so that they will show up in the user information list of that sitecollection.
You can use sharepoint user profile. So instead of going back to AD related stuffs SP profile will get automatically synced with AD. Its very easy to manage also.
If it's a different AD than the one you use for user profiles, then you will need to develop a custom WebPart and write server code to connect to the AD and check for user's info & auto-populate them.
If it's the same AD used for user profiles, then you already have different users properties on the SharePoint side and no need to reach out to the AD... this is assuming that you already have a User Profile Service Application setup and it's synced with AD (as #samh above suggested).
I'm trying to learn ASP.NET MVC and have created new project. My first thought was how am I going to provide users means of accessing system areas and functionality.
I am, initially, looking at 2 user roles of User and Administrator. I searched and found the post below on displaying menus based on roles and this is great but I need a method of displaying differing sub menu's for a user and an administrator, for instance an administrator might be able to amend a customers credit limit etc.. but user not. Ideally I would show a sub menu beneath customer menu for CreditLimit that user would not be shown but admin would?
http://techbrij.com/role-based-menu-asp-net-mvc
Is this possible or should I simply create a "Customer" area and show/not show buttons/links on this page based on logged in role?
Thanks for any advice.
I am working with SharePoint 2010. I am looking for creating a custom menu that could be placed on Master page of my site collection. Could you please give me a start on this. I don't want to use existing menus on default master page. I would rather like to have my own master page with my custom menu links with sub menus.
A basic idea would be that I will have a XML file with menu items defined I want to give liberty to the user to make changes to XML file somehow that add/edit or remove the links. Also I want the menu to be user role based (Items could be disabled for unauthorized users).