Dynamic Configuration Assignment Based on Roles

Roles can be assigned to designer configurations. In that case, a user’s configuration hierarchy is dynamically determined based on the roles with which he logs on.

Example: Initial situation – designer Configuration

User Simon logs on with the role „Call Center" –configuration 17 (Call Center) is dynamically added to the configuration tree:

User Simon logs on with the role „Sales" – he gets his „normal" configuration tree since there is no configuration assigned to this role:

To assign a role to a configuration:

  1. On the CRM.Designer main page click Users | Configurations.
  2. Select the Configuration radio button.

  3. Click (Edit) beside the desired User / Group Configuration.
  4. In the Roles field click (Select CRM process).

    (Use CRM.bulkloader to import the currently defined roles into CRM.Designer, >> Updating CRM Processes and Roles.)

  5. Select the desired roles.
  6. Click OK.
  7. Save.

For each parent configuration of the current configuration it is determined whether for the current role there is a directly dependent configuration that is assigned to the current role. If this is the case, the role configuration is inserted in the configuration tree between these two configurations. If there is more than one role assigned to a session, this happens for each role in the order of their priorities.

For all role configurations determined that way it is also necessary to check recursively if the direct sub-configuration has the same role assigned and in case the whole configuration branch is inserted dynamically.

Each configuration can only exist once in the configuration tree (if it exists more than once, only the last occurrence is taken into account).