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
   Problem with the Clean Build Folders option in Application Architect
On occasion, it becomes necessary to clean out the build folders and deployed website prior to a build/de
Posted on Sep 16, 2014 by Jason Buss to Jason Buss' Blog
 
   Restricting Adding Opportunity Contacts to Contacts at the Opportunity's Account
 One thing that clients have asked for is how to restrict the selection of the Opportunity Contacts
Posted on Sep 09, 2014 by Kris Halsrud to Kris Halsrud's Blog
 
   How do I access the new Opportunity that I created in Saleslogix??
I had a user ask why they could not access a Salelogix opportunity when they clicked the hyperlink from t
Posted on Sep 04, 2014 by Dale Richter to SalesLogix Questions & Answers
 
   Configuring and Packaging secured actions in Saleslogix 8.0
Using Secured Actions, you can restrict access to user interface elements in the Saleslogix web client.
Posted on Aug 12, 2014 by Jason Buss to Jason Buss' Blog
 
   How do you add a parameter for File Attachment Size and Timeout in Saleslogix 8.1?
Question: Is it possible to set a parameter for file attachment size and timeout in Salelogix? If
Posted on Aug 07, 2014 by Dale Richter to SalesLogix Questions & Answers
 
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