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1. smehdi

   

   40 posts
   Registered:
   23 Mar 2015
   07 Apr 2015

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   Hi,
   
   Is it possible to use just Sitefinity's security to give access to the portal? The scenario is that the portal users will register a sitefinity account and based on meeting certain criteria they will get access to certain amount of CRM data e.g. list of activities etc.
   
   Please point to any specific documentation in this regards as well.
   
   Thanks,
   
   Shan
2. Clinton Bale

   

   126 posts
   Registered:
   21 Feb 2014
   Answered

   07 Apr 2015 in reply to smehdi

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   Hello,
   
   Sitefinity security can be used to limit access to pages and forms, which then could be used to limit access to Portal Connector CRM data. The Portal Connector does not directly integrate with Sitefinity security, for example: you cannot filter Fetch XML queries based on the logged in user's Sitefinity role.
   
   See here for more information on page security and here for more information on permissions.
   
   Regards,
   Clinton
3. smehdi

   

   40 posts
   Registered:
   23 Mar 2015
   07 Apr 2015 in reply to Clinton Bale

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   Thanks for your quick reply Clinton. If you could please elaborate "...which then could be used to limit access to Portal Connector CRM data" it will be very much helpful and appreciated.
   
   Regards,
   
   Shan
4. Clinton Bale

   

   126 posts
   Registered:
   21 Feb 2014
   07 Apr 2015 in reply to smehdi

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   Hi Shan,
   
   For example: You mentioned you want to secure a list of activities, you could assign a user a new role to view activities such as "ActivityView". Then make a new page labelled "List of Activities" that requires the role "ActivityView" to read the page contents. In the "List of Activities" page you could have a CRM Grid View with a grid of activities filtered by the logged in user's contact id. As mentioned before though, you cannot filter the grid based on the logged in user's Sitefinity role.
   
   If you have any more questions let me know.
   
   Thanks,
   Clinton
5. smehdi

   

   40 posts
   Registered:
   23 Mar 2015
   08 Apr 2015 in reply to Clinton Bale

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   If I use CRM User Creator Widget, it creates a contact and a portal user record in CRM as well as a user record in SF. Is there a way to create a CRM contact record through SF Registration Widget as I want to avoid storing the Login credentials inside CRM for our portal users? Also, what would be an appropriate way to store a field retrieved from CRM (e.g. Contact Id, Parent Customer Id etc) in a SF's user record?
6. Clinton Bale

   

   126 posts
   Registered:
   21 Feb 2014
   Answered

   09 Apr 2015 in reply to smehdi

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   Hi Shan,
   
   There is no way to create a CRM contact or a Portal User record from the SF registration widget, our widget, or a custom widget would be the only way to do this.
   
   If you don't want the credentials for the user to be stored in CRM then you could create a workflow that fires on create of a Portal User record that deletes any sensitive data from the record such as the password. This workflow would have to be asynchronous as CRM uses this data and sends it (encrypted) to The Portal Connector to set up the user initially.
   
   Best Regards,
   Clinton