Reltio Connect

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  • 1.  Enabling Meta data security for entity Types

    Posted 14 days ago

    We have some already existing entities in or tenant like individual address etc which the current users are using. We don't have any security configuration in place. 

    However going forward we are importing Account and we want that the Account and Only Account should be visible to a Sales group of users. Here is what we are trying. 

    1) Create a READONLY_SALES Role 

    2) Create a Sales_Group 

    3) Assigh the sales group the READONLY_SALES role.

    4) create a security configuration where we have 

    [
        {
            "uri": "configuration/entityTypes/Organization",
            "permissions": [
                {
                    "role": "READONLY_SALES",
                    "access": [
                        "READ"
                    ]
                }
            ]
        }
    ]

    this gives access to sales group to the sales group, but at the same time our other users, Like the system users are affected and cannot make any api calls. they get access restricted error

    i want to know why this cause issue with other users, we only enabled configuration for Account and gave sales users readonly access to sales users through the  READONLY_SALES Role

    Thanks



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    jatinder matharu
    IHG
    saline MI
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  • 2.  RE: Enabling Meta data security for entity Types

    Posted 14 days ago
    1. Create  Role with All the necessary privs
    2.  Add the same role to the Org
    3. Create a group
    4. Assign the group to the users.


    ------------------------------
    Radhakrishnan Ramalingam
    Majix Solutions
    San Ramon, CA
    https://majixsolutions.com
    ------------------------------



  • 3.  RE: Enabling Meta data security for entity Types

    Reltio Partner
    Posted 13 days ago
    That is exactly what we did. But after we enable security, our other system Users are not able to access the tenant due to access permission issues 
    Thanks for your help

    Jatinder Matharu

    Client Technical Account Manager

    IMT USA - www.imt.ca

    m: +1 248 789 6389

    jatinder@infomagnetics.com






  • 4.  RE: Enabling Meta data security for entity Types

    Reltio Partner
    Posted 7 days ago

    Hi Jatinder , 

    First , your role name should have prefix ROLE i.e. ROLE_{role_name}. 

    Second , Is Account an Entity and if yes is the URI correct :  "uri": "configuration/entityTypes/Organization",

    Make sure this role is not assigned to any other user and it's an entity specific .

    Please let me know if it helps.

    Regards,

    Divya



    ------------------------------
    Divya Gupta
    Fresh Gravity
    ------------------------------