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Thread: Restricting access to NavBar items

Andrew Grandin
Posts: 272

Restricting access to NavBar items Your last visit to this thread was on 1/1/1970 12:00:00 AM

Posted: 09 Jun 10 4:21 AM

Hi All,

what is the best method for restricting access to a navbar/items on a navbar depending on what department the logged on user is in?

e.g we only want users in the Marketing department to be able to see the Marketing navbar.

e.g we may want all users to see a navbar but only make certain items on it enabled for specified usernames/departments...etc

Thanks All.

[Reply][Quote]

Nick Hollis
Posts: 549

Re: Restricting access to NavBar items Your last visit to this thread was on 1/1/1970 12:00:00 AM

Posted: 09 Jun 10 9:20 AM

Hi,

The best way is to create a module to do this, and plug it into your portal. Ryan has written an excellent article on how to do just that:

http://customerfx.com/pages/crmdeveloper/2009/07/15/creating-modules-for-saleslogix-web-and-hiding-toolbar-items-at-runtime.aspx

This example is for toolbars but there is a link for navbars as well I think. The only difference is you work with the NavBarWorkspace..

Thanks,

Nick

[Reply][Quote]

Andrew Grandin
Posts: 272

Re: Restricting access to NavBar items Your last visit to this thread was on 1/1/1970 12:00:00 AM

Posted: 09 Jun 10 9:30 AM

Thanks for your reply Nick ill take a look

[Reply][Quote]

Mike LaSpina
Posts: 116

Re: Restricting access to NavBar items Your last visit to this thread was on 1/1/1970 12:00:00 AM

Posted: 09 Jun 10 1:57 PM

You can also use the menu module I wrote based on Ryan's article. If you're a member of the Sage community, you can find the latest version at the end of this thread:

http://community.sagesaleslogix.com/slsl/board/message?board.id=dev_slx&thread.id=543

Be sure to grab the last version in the thread as there are a few.

The last time I installed it (last week), I did have to re-compile it in order to get it working correctly. Not sure what has changed - maybe the code just went stale

If you don't have access to the Sage forums, e-mail me off-line at mike.laspina@sage.com and I'll send you the zip file directly.

[Reply][Quote]

Andrew Grandin
Posts: 272

Re: Restricting access to NavBar items Your last visit to this thread was on 1/1/1970 12:00:00 AM

Posted: 10 Jun 10 4:47 AM

Hi Guys,

Ive used Nicks reply and have made dll im ready to test. Ive added the dll into the Bin folder but Ryan's article also says to add the module into the Modules tab of the portal itself. Not quite sure what that second part means???

When i try to add a module into the portal i cant find what i have created in the list.

[Reply][Quote]

Andrew Grandin
Posts: 272

Re: Restricting access to NavBar items Your last visit to this thread was on 1/1/1970 12:00:00 AM

Posted: 10 Jun 10 6:34 AM

Never mind all i can see it now. Has anyone tried doing this but hiding the menu item by the users department rather than team?

[Reply][Quote]

Andrew Grandin
Posts: 272

Re: Restricting access to NavBar items Your last visit to this thread was on 1/1/1970 12:00:00 AM

Posted: 10 Jun 10 7:58 AM

Got all this working now guys thanks for pointing me in the right direction.

Woud anyone be able to help me do this sort of thing but with NavBar items?

So as things stand i can hide the Tools menu items now for people who arent in a particular department but i need to hide the Campaign navbar button on the Marketing navbar if the user is not in the Marketing department.

[Reply][Quote]

Andrew Grandin
Posts: 272

Re: Restricting access to NavBar items Your last visit to this thread was on 1/1/1970 12:00:00 AM

Posted: 10 Jun 10 9:06 AM

i tried the following but it doesnt seem to work:

NavWorkspace navbar = _parentWorkItem.Workspaces["NavBar"] as NavWorkspace;
if (navbar == null) return;

IMenuService navmenusvc = navbar.WorkItem.Services.Get();
if (navmenusvc == null) return;

NavItemCollection navcol2 = (NavItemCollection)navmenusvc.FindMenu("navMarketing") as NavItemCollection;
if (navcol2 != null)
{
navcol2.RemoveItem("navEntitiesCampaign");
}

[Reply][Quote]

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