Hi! I have created an app to conciliate invoices and purchase orders, and a site in which I (admin) have all the privileges to create, edit, etc. The fact is that now, I want to be able to do a role-play (one user can only create PO, the other one can just read his PO and create invoices of the PO).
I have some questions about it:
1) Should I use a Site or a Portal?
2) In the case I should use a Site, the easiest way is to create new pages and hide/unhide pages depending on the group of the user?
3) Is it possible to apply filters depending on the user? f.e. I enter in the site as "Supplier 1" (with my actual configuration, I can only enter as "Supplier"), and I want to see only the PO of Supplier one, not the rest. I have to create different user groups for each supplier? Is there an easier way?
My site looks like this now:
Thank you so much for your time!
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1. You have to create the Site.
2. You have use the visibility condition of each page and add your condition in only show when.
3. From my understanding If you have multiple users logged in and you want them to view only their tasks you have to handle it in the interface level. If this is not your question please elaborate the question.
Thanks Harshitha! This is exactly what I wanted. Which is the best way assign tasks to specific users? In my case, I would like to enter as "Supplier 1", and make a filter based in that. Also, I would want to give read-only permissions in one of the pages. Which is the best way to perform this?
Is there any documentation or tutorial you recommend? Thanks a lot
Hi , yes you can create groups for specific users/types. Put your site tab visibility on those groups . You can also set record level security for specific dataset visibility. For specific actions, you should assign proper security to all applicable objects.