Login / Register  search  syndication  about

          Kris Halsrud's Blog

Kris Halsrud on development and Integration with CRM and Development

How to insert all users into a given role in the SalesLogix web client

The SalesLogix web client requires you to add each user individually into the Role that they should belong to.  When you first implement the web one of the first things you should do is to add all your users to the standard user role.  This can be tedious to do manually.  Attached is a SQL script that can allow you to do this automatically:

insert into userrole
(USERROLEID, CREATEUSER, CREATEDATE, MODIFYUSER, MODIFYDATE, USERID, ROLEID)
select
right(d.roleid,9) + cast(rank() OVER (ORDER BY a.userid) as varchar(3)) as USERROLEID, 
'ADMIN' CREATEUSER,
getutcdate() CREATEDATE,
'ADMIN' MODIFYUSER,
getutcdate() MODIFYDATE,
a.userid USERID,
d.ROLEID
from userinfo a left join userrole b on a.userid=b.userid left join
usersecurity c on a.userid=c.userid left join
(select top 1 roleid from role where rolename='Standard User') d on 1=1
where b.userid is null and c.type not in ('T','R')

 

Notice in this SQL statement I am creating a unique primary ID which starts with the last 9 characters of the ROLEID we are inserting plus an incrementing counter for each user being added.  This should be sufficiently unique in all situations, regardless of how many different roles you want to add users for by modifying the statement.

To switch what role you want to add users for you just need to change the line shown below, with the portion in red being the important factor:

(select top 1 roleid from role where rolename='Standard User') d on 1=1

If you wanted you could insert only a subset of users into a role by adding an additional criteria to the where clause such as:

where b.userid is null and c.type not in ('T','R') and title like ‘%manager%’

 

What's This?
  
Bookmark and Share

About Kris Halsrud

   Kris Halsrud is a Senior Analyst / Developer for Customer FX Corporation.


Related Content
   Saleslogix XBar Installation
When installing the new XBar application I found the instructions a little vague so I thought I would pas
Posted on Jul 18, 2014 by Mark Duthoy to SalesLogix Support
 
   Finding the Current Parent Record ID in SalesLogix Web
Sometimes it's the easiest things that can be a big barrier to entry for getting started with somet
Posted on Jun 27, 2014 by Ryan Farley to Ryan Farley's Blog
 
   SalesLogix 8.1 Job Service Scheduling Executions Error Resolution
Often times a web implementation will have an application server that is used to deploy the web portals t
Posted on Jun 20, 2014 by Mark Duthoy to SalesLogix Support
 
   Saleslogix 8.1 Web Access Tab Throws Null Reference Error
 I recently had a client experiencing a problem access the Contact's Web Access tab.  Whene
Posted on Jun 18, 2014 by Kris Halsrud to Kris Halsrud's Blog
 
   Debugging Custom Assemblies Using Visual Studio
Developing for Saleslogix web using external assemblies provides you with a lot of freedom when developin
Posted on Jun 10, 2014 by Jason Buss to Jason Buss' Blog
 
Comments

No Comments

Leave a Comment

(required)  
(optional)
(required)  
Add
All contents Copyright © 2014 Customer FX Corporation
Customer FX Corporation
2324 University Avenue West, Suite 115
Saint Paul, Minnesota 55114
Tel: 800.728.5783

  Follow @CustomerFX on twitter
Follow the best news, tips, and articles
  Subscribe to Customer FX on youtube
Watch SalesLogix tutorial videos from Customer FX
Login / Register