Hey, everyone! 

I'm new to Creatio and still getting myself around, just got my Analyst certification too. 

Anyway, How am I to bind the SysAdminUnit to my Application? (trying to bind 4 Functional roles that I've created for my application)

I'm getting the prompt from the print below.

I know that the "sysCulture" is due to the language being "pt-br" (I've been using Creatio on English, and I don't have any clue as to why it created as "pt-br"... Also.. how to alter these specifics into en-US?). 

I've read a few posts here and there (all from 2022 and before... something must have changed) on the community and all of them tell me to build a SQL Querry. The problem is that I don't know how to acess my portal through SQL or any querry format. Downloading the SSMS (version 19) and inputting my login credentials and the link to my portal (www.myportal.creatio.com) doesn't work..

Thanks for now!

Dear mates,

We mistakenly created the same organization group twice.

After deleting one of the two groups in the management of organizational groups, when we go to the rights of a record, the two groups still appear.

I tried clearing the cache, restarting the application. Do I need to recompile the entire environment so that the deleted group no longer appears when we want to modify the recording rights?

Thank you !

Hello, community,

How to move a user from one role to another by using a business process?

For example, we have 2 branches: branch A and branch B.

The users for Branch A are Alex and Bobby

The users for Branch B are Charlie and Drake

Every month there is a rotation, so Alex will be in Branch B, and Charlie will go to Branch A.

How to do it in the business process?

Thank you.

Hello Community,

I have data-binded the organizational and functional roles, while importing it to another instance it shows an error.

 

Thanks in Advance

Yasaswini I

Hi 

When I log in as sales manager I can't see my accounts. But when I enter as a supervisor, I see that the owner of this account is exactly this owner

Hello community,

I'm trying to add a user in an organizational role called "Branch x".  This organizational role has 2 parent roles. Is it necessary to specify this organizational roles (the 2 parent roles of "Branch x") when I try to create a new user in Branch x?

Hello community,

I am trying to connect a full organizational role with an organization. To implement this solution I want to update the Account column of SysAdminUnit table which is impossible from the client side. Is there a way I can update the Account column of SysAdminUnit?

Hello community,

I am trying to understand the logic of why we can not add an organization (Account) to an organizational structure of the system. I have seen some of the documentation and tables that link to VwSysAdminUnit and VwSspAdminUnit but I can not find out why they are not displayed in the user interface the same as in the portal organizational structure.

Portal

System

Hello community,

I am trying to get the organizational roles for a specific user. How to check if the role specified for that user is organizational? 

Dear Team,

We have written a process to provide the access to a lead based on the owner selected. Attached, screenshot of the process [Access Provided to the Employee.jpg].

But the manager of the employee defined in the organizational structure and the manager above the employee in the structure are also able to edit the lead whereas they need to have only read only option as defined in the process.

Organizational Structure via screenshot

TopMost Manager.jpg

                Manager’s Manager.jpg

                                Employee Manager.jpg

                                                Employee.jpg

In the process, have mentioned only read and edit option to Employee and other roles [tied hardcoding to read only] but still they are able to edit the lead.

Are there any changes to be done in object permission? 

Thanks in advance!