{"id":9492,"date":"2019-10-09T10:56:23","date_gmt":"2019-10-09T08:56:23","guid":{"rendered":"https:\/\/sii.pl\/blog\/?p=9492"},"modified":"2025-02-26T15:30:57","modified_gmt":"2025-02-26T14:30:57","slug":"model-uprawnien-opartych-na-team-access-wlascicielu-i-kaskadowosci-przypisywania","status":"publish","type":"post","link":"https:\/\/sii.pl\/blog\/model-uprawnien-opartych-na-team-access-wlascicielu-i-kaskadowosci-przypisywania\/","title":{"rendered":"Model uprawnie\u0144 opartych na Team Access, w\u0142a\u015bcicielu i kaskadowo\u015bci przypisywania"},"content":{"rendered":"\n<p>Zaprezentowany poni\u017cej model uprawnie\u0144 mo\u017ce zosta\u0107 wykorzystany dla aplikacji Dynamics CRM 2013 SP1, CRM 2015, CRM 2016, <a href=\"https:\/\/sii.pl\/oferta\/enterprise-platforms\/microsoft\/dynamics-365-erp\/\" target=\"_blank\" rel=\"noopener\" title=\"\">Dynamics 365<\/a>.<\/p>\n\n\n\n<p>W najprostszym rozumowaniu mechanizm ten pozwala na dost\u0119p do rekord\u00f3w konta i rekord\u00f3w podrz\u0119dnych \u015bci\u015ble okre\u015blonym u\u017cytkownikom. Wykorzystanie tego modelu uprawnie\u0144 jest przydatne przy dost\u0119pie do danych wra\u017cliwych.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Biznesowe przypadki u\u017cycia<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>U\u017cytkownicy maj\u0105 dost\u0119p tylko \u015bci\u015ble okre\u015blonej bazy klient\u00f3w, tylko do okre\u015blonych rekord\u00f3w klienta.<\/li>\n\n\n\n<li>Doradcy mog\u0105 edytowa\u0107 tylko swoich klient\u00f3w.<\/li>\n\n\n\n<li>Kierownictwo handlowc\u00f3w mo\u017ce edytowa\u0107 klient\u00f3w swoich podw\u0142adnych. Kierownik jest zdefiniowany dla ka\u017cdego doradcy.<\/li>\n\n\n\n<li>Doradcy s\u0105 wspomagani przez asystent\u00f3w, kt\u00f3rzy mog\u0105 wspomaga\u0107 wielu doradc\u00f3w. Asystenci s\u0105 tak\u017ce przypisani do r\u00f3\u017cnych doradc\u00f3w relacj\u0105 N:N.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Wykorzystane narz\u0119dzia<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Team Access (szablon zespo\u0142u ds. kontakt\u00f3w z klientami).<\/li>\n<\/ul>\n\n\n\n<p>W tym przypadku jest zdefiniowany dost\u0119p na poziomie do\u0142\u0105czania, odczytu i edycji.<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter\"><a href=\"https:\/\/sii.pl\/blog\/wp-content\/uploads\/2020\/07\/team-access-1.png\"><img decoding=\"async\" width=\"680\" height=\"311\" src=\"https:\/\/sii.pl\/blog\/wp-content\/uploads\/2020\/07\/team-access-1.png\" alt=\"\" class=\"wp-image-9493\" srcset=\"https:\/\/sii.pl\/blog\/wp-content\/uploads\/2020\/07\/team-access-1.png 680w, https:\/\/sii.pl\/blog\/wp-content\/uploads\/2020\/07\/team-access-1-300x137.png 300w\" sizes=\"(max-width: 680px) 100vw, 680px\" \/><\/a><\/figure>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Mechanizm przypisywania (w\u0142a\u015bciciel).<\/li>\n<\/ul>\n\n\n\n<p>Zmiana w\u0142a\u015bciciela powoduje nadanie dost\u0119pu przewidzianego w rolach uprawnie\u0144 oraz powoduje uruchomienie kaskadowo\u015bci przypisywania.<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter\"><a href=\"https:\/\/sii.pl\/blog\/wp-content\/uploads\/2020\/07\/team-access-2.png\"><img decoding=\"async\" width=\"303\" height=\"59\" src=\"https:\/\/sii.pl\/blog\/wp-content\/uploads\/2020\/07\/team-access-2.png\" alt=\"\" class=\"wp-image-9494\" srcset=\"https:\/\/sii.pl\/blog\/wp-content\/uploads\/2020\/07\/team-access-2.png 303w, https:\/\/sii.pl\/blog\/wp-content\/uploads\/2020\/07\/team-access-2-300x58.png 300w\" sizes=\"(max-width: 303px) 100vw, 303px\" \/><\/a><\/figure>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Kaskadowa\u0107 przypisywania w relacja 1:N.<\/li>\n<\/ul>\n\n\n\n<p>Typ zachowania w relacji, przyk\u0142adowo konto jest nadrz\u0119dne do oferty, oferta jest nadrz\u0119dna do produktu oferty, kontrakt jest podrz\u0119dny do konta wi\u0119c wszystkie rekordy ofert, produkt\u00f3w ofert oraz kontraktu zostan\u0105 przypisane do nowego w\u0142a\u015bciciela konta.<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter\"><a href=\"https:\/\/sii.pl\/blog\/wp-content\/uploads\/2020\/07\/team-access-3.png\"><img decoding=\"async\" width=\"592\" height=\"141\" src=\"https:\/\/sii.pl\/blog\/wp-content\/uploads\/2020\/07\/team-access-3.png\" alt=\"\" class=\"wp-image-9495\" srcset=\"https:\/\/sii.pl\/blog\/wp-content\/uploads\/2020\/07\/team-access-3.png 592w, https:\/\/sii.pl\/blog\/wp-content\/uploads\/2020\/07\/team-access-3-300x71.png 300w\" sizes=\"(max-width: 592px) 100vw, 592px\" \/><\/a><\/figure>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Custom HTML pozwalaj\u0105cy wybra\u0107 doradc\u00f3w i podleg\u0142ych mu asystent\u00f3w.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image aligncenter\"><a href=\"https:\/\/sii.pl\/blog\/wp-content\/uploads\/2020\/07\/team-access-4.png\"><img decoding=\"async\" width=\"749\" height=\"156\" src=\"https:\/\/sii.pl\/blog\/wp-content\/uploads\/2020\/07\/team-access-4.png\" alt=\"\" class=\"wp-image-9496\" srcset=\"https:\/\/sii.pl\/blog\/wp-content\/uploads\/2020\/07\/team-access-4.png 749w, https:\/\/sii.pl\/blog\/wp-content\/uploads\/2020\/07\/team-access-4-300x62.png 300w\" sizes=\"(max-width: 749px) 100vw, 749px\" \/><\/a><\/figure>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Plugin dodaj\u0105cy u\u017cytkownik\u00f3w do Team Access.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Spos\u00f3b dzia\u0142ania<\/h2>\n\n\n\n<p>Doradcy maj\u0105cy dost\u0119p do karty klienta musz\u0105 widzie\u0107 przyk\u0142adowo: rekord klienta, podleg\u0142e mu kontakty, dzia\u0142ania, oferty, zam\u00f3wienia.<\/p>\n\n\n\n<p>Przypisywaniem kont do doradc\u00f3w zajmuje si\u0119 koordynator kt\u00f3ry ma odpowiednie uprawnienia do przypisywania. Na formularzu konta lub na li\u015bcie kont na wst\u0105\u017cce umieszczony jest customowy przycisk Przypisz, po uruchomieniu dost\u0119pne jest okno HTML gdzie mo\u017cna wybra\u0107 doradc\u0119 i asystenta, mo\u017cna ich wyszuka\u0107 za pomoc\u0105 standardowego widoku wyszukiwania rekord\u00f3w. Po wyborze i zatwierdzeniu przyciskiem OK, doradca jest dodawany jako w\u0142a\u015bciciel konta (ownerid).<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter\"><a href=\"https:\/\/sii.pl\/blog\/wp-content\/uploads\/2020\/07\/team-access-5.png\"><img decoding=\"async\" width=\"1401\" height=\"748\" src=\"https:\/\/sii.pl\/blog\/wp-content\/uploads\/2020\/07\/team-access-5.png\" alt=\"\" class=\"wp-image-9497\" srcset=\"https:\/\/sii.pl\/blog\/wp-content\/uploads\/2020\/07\/team-access-5.png 1401w, https:\/\/sii.pl\/blog\/wp-content\/uploads\/2020\/07\/team-access-5-300x160.png 300w, https:\/\/sii.pl\/blog\/wp-content\/uploads\/2020\/07\/team-access-5-1024x547.png 1024w\" sizes=\"(max-width: 1401px) 100vw, 1401px\" \/><\/a><\/figure>\n\n\n\n<p>Przypisanie rekordu konta do u\u017cytkownika powoduje uruchomienie kaskadowo\u015bci przypisania rekord\u00f3w podleg\u0142ych.<\/p>\n\n\n\n<p>Nast\u0119pnie customowy mechanizm (plugin) dodaje doradc\u0119, jego kierownika oraz asystenta do grida Team Access.<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter\"><a href=\"https:\/\/sii.pl\/blog\/wp-content\/uploads\/2020\/07\/team-access-6.png\"><img decoding=\"async\" width=\"528\" height=\"163\" src=\"https:\/\/sii.pl\/blog\/wp-content\/uploads\/2020\/07\/team-access-6.png\" alt=\"\" class=\"wp-image-9498\" srcset=\"https:\/\/sii.pl\/blog\/wp-content\/uploads\/2020\/07\/team-access-6.png 528w, https:\/\/sii.pl\/blog\/wp-content\/uploads\/2020\/07\/team-access-6-300x93.png 300w\" sizes=\"(max-width: 528px) 100vw, 528px\" \/><\/a><\/figure>\n\n\n\n<p><strong>Kaskadowo\u015b\u0107 przypisywania rekord\u00f3w podleg\u0142ych oraz dodanie powy\u017cszych u\u017cytkownik\u00f3w do Team Access powoduje \u017ce maj\u0105 oni dost\u0119p do karty klienta, czyli do ofert, zam\u00f3wie\u0144, kontrakt\u00f3w, dzia\u0142a\u0144, konkretnego konta.<\/strong><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Podsumowanie<\/h2>\n\n\n\n<p>Zaletami tego rozwi\u0105zania s\u0105 pe\u0142ny dost\u0119p do \u015bci\u015ble okre\u015blonych danych, oczywi\u015bcie jest to zale\u017cne jak zdefiniujemy kaskadowo\u015b\u0107 przypisywania rekord\u00f3w oraz struktur\u0119 u\u017cytkownik\u00f3w. Natywny mechanizm Team Access szybko nadaje dost\u0119py i mo\u017cna w szybki spos\u00f3b zarz\u0105dza\u0107 tymi dost\u0119pami gridem Team Access na koncie.<\/p>\n\n\n\n<p>Nale\u017cy uwa\u017ca\u0107 na g\u0142\u0119boko\u015b\u0107 przypisywania rekord\u00f3w w kaskadowo\u015bci, im wi\u0119cej encji w d\u00f3\u0142 tym przypisywanie b\u0119dzie si\u0119 d\u0142u\u017cej wykonywa\u0107. Zalecane jest 5 encji w d\u00f3\u0142.<\/p>\n\n\n<div class=\"kk-star-ratings kksr-auto kksr-align-left kksr-valign-bottom\"\n    data-payload='{&quot;align&quot;:&quot;left&quot;,&quot;id&quot;:&quot;9492&quot;,&quot;slug&quot;:&quot;default&quot;,&quot;valign&quot;:&quot;bottom&quot;,&quot;ignore&quot;:&quot;&quot;,&quot;reference&quot;:&quot;auto&quot;,&quot;class&quot;:&quot;&quot;,&quot;count&quot;:&quot;1&quot;,&quot;legendonly&quot;:&quot;&quot;,&quot;readonly&quot;:&quot;&quot;,&quot;score&quot;:&quot;5&quot;,&quot;starsonly&quot;:&quot;&quot;,&quot;best&quot;:&quot;5&quot;,&quot;gap&quot;:&quot;2&quot;,&quot;greet&quot;:&quot;&quot;,&quot;legend&quot;:&quot;5\\\/5&quot;,&quot;size&quot;:&quot;30&quot;,&quot;title&quot;:&quot;Model uprawnie\u0144 opartych na Team Access, w\u0142a\u015bcicielu i kaskadowo\u015bci przypisywania&quot;,&quot;width&quot;:&quot;159&quot;,&quot;_legend&quot;:&quot;{score}\\\/5&quot;,&quot;font_factor&quot;:&quot;1.25&quot;}'>\n            \n<div class=\"kksr-stars\">\n    \n<div class=\"kksr-stars-inactive\">\n            <div class=\"kksr-star\" data-star=\"1\" style=\"padding-right: 2px\">\n            \n\n<div class=\"kksr-icon\" style=\"width: 30px; height: 30px;\"><\/div>\n        <\/div>\n            <div class=\"kksr-star\" data-star=\"2\" style=\"padding-right: 2px\">\n            \n\n<div class=\"kksr-icon\" style=\"width: 30px; height: 30px;\"><\/div>\n        <\/div>\n            <div class=\"kksr-star\" data-star=\"3\" style=\"padding-right: 2px\">\n            \n\n<div class=\"kksr-icon\" style=\"width: 30px; height: 30px;\"><\/div>\n        <\/div>\n            <div class=\"kksr-star\" data-star=\"4\" style=\"padding-right: 2px\">\n            \n\n<div class=\"kksr-icon\" style=\"width: 30px; height: 30px;\"><\/div>\n        <\/div>\n            <div class=\"kksr-star\" data-star=\"5\" style=\"padding-right: 2px\">\n            \n\n<div class=\"kksr-icon\" style=\"width: 30px; height: 30px;\"><\/div>\n        <\/div>\n    <\/div>\n    \n<div class=\"kksr-stars-active\" style=\"width: 159px;\">\n            <div class=\"kksr-star\" style=\"padding-right: 2px\">\n            \n\n<div class=\"kksr-icon\" style=\"width: 30px; height: 30px;\"><\/div>\n        <\/div>\n            <div class=\"kksr-star\" style=\"padding-right: 2px\">\n            \n\n<div class=\"kksr-icon\" style=\"width: 30px; height: 30px;\"><\/div>\n        <\/div>\n            <div class=\"kksr-star\" style=\"padding-right: 2px\">\n            \n\n<div class=\"kksr-icon\" style=\"width: 30px; height: 30px;\"><\/div>\n        <\/div>\n            <div class=\"kksr-star\" style=\"padding-right: 2px\">\n            \n\n<div class=\"kksr-icon\" style=\"width: 30px; height: 30px;\"><\/div>\n        <\/div>\n            <div class=\"kksr-star\" style=\"padding-right: 2px\">\n            \n\n<div class=\"kksr-icon\" style=\"width: 30px; height: 30px;\"><\/div>\n        <\/div>\n    <\/div>\n<\/div>\n                \n\n<div class=\"kksr-legend\" style=\"font-size: 24px;\">\n            5\/5    <\/div>\n    <\/div>\n","protected":false},"excerpt":{"rendered":"<p>Zaprezentowany poni\u017cej model uprawnie\u0144 mo\u017ce zosta\u0107 wykorzystany dla aplikacji Dynamics CRM 2013 SP1, CRM 2015, CRM 2016, Dynamics 365. W &hellip; <a class=\"continued-btn\" href=\"https:\/\/sii.pl\/blog\/model-uprawnien-opartych-na-team-access-wlascicielu-i-kaskadowosci-przypisywania\/\">Continued<\/a><\/p>\n","protected":false},"author":226,"featured_media":9499,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_editorskit_title_hidden":false,"_editorskit_reading_time":0,"_editorskit_is_block_options_detached":false,"_editorskit_block_options_position":"{}","inline_featured_image":false,"footnotes":""},"categories":[1316],"tags":[576],"class_list":["post-9492","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-development-na-miekko","tag-dynamics-365"],"acf":[],"aioseo_notices":[],"republish_history":[],"featured_media_url":"https:\/\/sii.pl\/blog\/wp-content\/uploads\/2020\/07\/team-access.jpg","category_names":["Development na mi\u0119kko"],"_links":{"self":[{"href":"https:\/\/sii.pl\/blog\/wp-json\/wp\/v2\/posts\/9492"}],"collection":[{"href":"https:\/\/sii.pl\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/sii.pl\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/sii.pl\/blog\/wp-json\/wp\/v2\/users\/226"}],"replies":[{"embeddable":true,"href":"https:\/\/sii.pl\/blog\/wp-json\/wp\/v2\/comments?post=9492"}],"version-history":[{"count":3,"href":"https:\/\/sii.pl\/blog\/wp-json\/wp\/v2\/posts\/9492\/revisions"}],"predecessor-version":[{"id":30572,"href":"https:\/\/sii.pl\/blog\/wp-json\/wp\/v2\/posts\/9492\/revisions\/30572"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/sii.pl\/blog\/wp-json\/wp\/v2\/media\/9499"}],"wp:attachment":[{"href":"https:\/\/sii.pl\/blog\/wp-json\/wp\/v2\/media?parent=9492"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/sii.pl\/blog\/wp-json\/wp\/v2\/categories?post=9492"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/sii.pl\/blog\/wp-json\/wp\/v2\/tags?post=9492"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}