Card management
Define permissions for the Portal Card object
The Access Control List allows you to modify a role's permissions to the Portal Card object. This defines the role's level of access to the portal cards within your tenant. Modifying permissions for an object allows you to grant access to actions that affect the object, which can be executed from API calls or portal pages. You can grant a role full access, custom access, or no access to the object. You can also customize the level of access users have to the actions and fields within the object. The TenantAdministrator role has full access to all objects.
To define permissions for the Portal Card object, complete the following steps in the portal.
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Go to the ACL page.Step InformationNote:The default location for the ACL page is Configuration > ACL. If the menu items for your tenant have been customized, it may be located elsewhere. For more information, contact your tenant administrator.
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In the list, expand Object (System), and then select Portal Card object.Step InformationResult: The list of roles displays, along with each role's access to the object.
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Select a role from the list, and then select Modify.
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In the context menu, select one of the following options.
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To allow the role full access to the object, select Full Access.Note:This allows all users within the role to use API calls to add, read, modify, search, and update the object itself, and all fields within the object.
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To prevent the role from being able to view the object, select No Access.
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To customize the level of access the role will have to the object, select Custom Access.
Expected ResultResult: If you selected Full Access or No Access, a "Permissions Applied" message displays, indicating that the object permissions were successfully updated. If the role has access to any portal pages that use data from the object, the pages inherit the new permissions. -
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If you selected Custom Access, under Action Level Permissions, turn the Execute switch on to allow, or off to disallow, each of the following actions.
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Add: Allows the role to add new cards.
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Read: Allows the role to view cards.
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Modify: Allows the role to change the object definition for the Portal Card object.
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Search: Allows the role to search for specific cards.
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Update: Allows the role to edit cards.
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If you selected Custom Access, under Field Level Permissions, turn the Read switch on to allow read access, or off to disallow read access, for each of the fields.Step InformationNote: Some fields are required for specific actions. For more information about the available fields, refer to Field level permissions for the Portal Card object.
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If you selected Custom Access, under Field Level Permissions, turn the Update switch on to allow the role to update, or off to disallow update access, for each of the fields.Step InformationNote: Some fields are required for specific actions. For more information about the available fields, refer to Field level permissions for the Portal Card object.
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If you selected Custom Access, select Apply Permissions.Expected ResultResult: A "Permissions Applied" message displays, indicating that the object permissions were successfully updated. If the role has access to any portal pages that use data from the object, the pages inherit the new permissions.
Field level permissions for the Portal Card object
The Access Control List (ACL) allows you to customize the level of access users have to the fields within the Portal Card object.
The list of fields is populated from the list of attributes in the Portal Card object. The following permissions can be modified for each field.
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Read: allows or disallows read access.
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Update: allows or disallows editing.
When modifying field level permissions, keep in mind that some fields are required for specific actions.
The following fields are available for the Portal Card object.
Name
The name of the portal card.
Full access to this field is required when adding or editing a portal card.
Title
The title of the portal card.
Full access to this field is required when adding or editing a portal card.
Category
The group in which the card is categorized.
Moduleid
The ID of the module to which the card belongs.
Full access to this field is required when adding or editing a portal card.
Settings
The default settings for the portal card.
Full access to this field is required when adding or editing a portal card.
Createdby
The userid of the user who created the portal card.
Full access to this field is required when adding or editing a portal card.
Updatedby
The userid of the user who last updated the portal card.
Full access to this field is required when adding or editing a portal card.
Basecardid
The ID of the base card from which a variant was created.
Full access to this field is required when adding or editing a portal card.
Description
The description associated with the portal card.
Whencreated
The date and time a portal card was created.
Full access to this field is required when adding a portal card.
Whenupdated
The date and time a portal card was updated.
Full access to this field is required when adding or editing a portal card.
Portalcardid
The ID assigned to a portal card.
Full access to this field is required when adding or editing a portal card.
Configcomponentid
The ID of the portal component that is used to modify the settings for a card.
Full access to this field is required when adding or editing a portal card.
Portalcomponentid
The ID of the portal component that is used to render a card.
Full access to this field is required when adding or editing a portal card.
Define permissions for the Card Management page securable
The Access Control List allows you to modify a role's permissions to the Card Management page securable. This defines the role's level of access to the Card Management page on the portal. This only controls access to the page itself. Access to the data within the page is inherited from the Portal Card object. You can grant a role full access, custom access, or no access to the Card Management page securable. The TenantAdministrator role has full access to all objects.
Prerequisites:
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If you want to allow users to view or edit the Card Management page, you must also grant permissions for any parent pages in the menu structure. For example, if the Card Management page is nested under Configuration, you must Define permissions for the Configuration page securable.
To define permissions for the Card Management page securable, complete the following steps in the portal.
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Go to the ACL page.Step InformationNote:The default location for the ACL page is Configuration > ACL. If the menu items for your tenant have been customized, it may be located elsewhere. For more information, contact your tenant administrator.
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In the list, expand Page (System), and then select Card Management Page Securable.Step InformationResult: The list of roles displays, along with each role's access to the page.
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Select a role from the list, and then select Modify.
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In the context menu, select one of the following options.
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To allow the role full access to the page, select Full Access.
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To prevent the role from being able to view the page, select No Access.
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To customize the level of access the role will have to the page, select Custom Access.
Expected ResultResult: If you selected Full Access or No Access, a "Permissions Applied" message displays, indicating that the page permissions were successfully updated. -
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If you selected Custom Access, under Top Level Permissions, for Page, turn the View switch on to allow read access to the page, or off to disallow read access.
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If you selected Custom Access, select Apply Permissions.Expected ResultResult: A "Permissions Applied" message displays, indicating that the page permissions were successfully updated.
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