Portlet Level Permissions

Portlet Level Permissions

You can also provide permission for a user/group/role/organization on a defined portlet.

Configure Portlet Permissions

1. As an admin user, click on the Configuration icon (the wrench) in the top right corner of the portlet of interest.

2. Click on the Configuration and go to the Permissions tab in the next screen.

3. Uncheck the View permission for Guest and Community members. Make sure Owner and PowerUser still have View permissions.

4. Now check View for the relevant roles (for example, Silver Group).

5. Click Save.

6. You should now be able to log out as admin, and log in as Guest or other community members and confirm you cannot view the portlet you just configured.

Configure Resource Level Permissions

You can provide permission for a user/group/role/organization on a defined resource. The following outlines the steps:

Create a Container for each Customer

Configure Membership for Container (resources that customer can access)

Set Authorization for User Container

Set up a Page for Device Level View

Create a Container for each Customer

1. In Container Manager Portlet, right-click to select New.

2. Create a container for the desired customer, naming and describing it.

3. In the Authorizations tab for this container, delete authorization for ALL (non-portal), Add authorization for Synergy Admin, Add authorization for Power User Role, and delete the Vendors Child Container.

Configure Membership for Container

4. Create Gold Customer as a Top Level Container.

5. Make it Shared, and configure its membership (Select and Add a group of devices)

Set Authorization for User Container

6. In the Authorizations tab, Add Gold Customer (with limited permission), and User Synergy Admin (with full permission).

7. Delete Group: User

8. Create a Gold Customer user as described above.

Set up a Page for Device Level View

9. Add a Container View to the page of interest with portlets for which you want to restrict access. Currently Container View is enabled for the following portlets: Managed Resources, Alarms, Ports, Audit Trails, Printers.

10. Log out as admin, and log back in as a user with Gold Customer permissions.

11. Confirm your permission configuration is operating on this page.