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AdxStudio, ISV Solutions

Adxstudio Portal: How to control access to a web page?


Adxstudio is probably the most commonly used portal solution for Microsoft Dynamics CRM. It comes with the following 7 basic portals (Community, Company, Conference, Customer, Government,Partner and Retail) which can either be extended for any customer needs or a completely new portal can be developed using the framework.

Access Control

 

One of the very common requirement for any portal solution is to provide access to specific content only to authenticated users.

In this blog post, we will discuss how to restrict access to a web page.

Portal users  can be classified in three basic categories:

  1. Anonymous User – someone who is visiting the portal
  2. Authenticated User – someone who has got a login credential for the portal
  3. Administrator – someone who manages the portal

Adxstudio Authetication System

Scenario: We will restrict access to Events web page  in Customer Portal only to Authenticated Users.

For this example, we will use Adxstudio Customer Portal; however the solution will work with any other portals.

How to achieve this?

  1. Browse to the Adxstudio Customer Portal page. Find that Events page is accessible by Anonymous users.

Events Page - Before Access Control

2. Now login to the Dynamics CRM system which is integrated with this portal and navigate to Portals | Web Page Access Control Rules section.

Dynamics CRM Navigation

3. Click on the + New in the Command Bar to create a new Web Page Access Control record.

4. Provide the following details to create the record.

Field Description Value to be provided
Name A descriptive name for the rule. Grant Event Page Access Only to Authenticated Users
Website The website that this rule applies to; must match the website of the page to which this rule is applied. Filters Web Page. Customer Portal
Web Page The Web Page that this rule applies to.

The rule will affect not only the page but all child pages of the page, therefore making this attribute select the branch of the website to which the rule will apply.  If a rule is applied to the home page, then it will apply to the entire Portal.

Events
Right Grant Change: allows a user in a web role associated with the rule to publish content changes for this page and all child pages of this page.

Restrict Read: used to limit viewing of a page (and its child pages) and its content to only specific users.

Grant Change takes precedence over restrict read.

Restrict Read
Description A description of the rule. Optional.

Access Control Rule 1

5. After Saving the record, add Published state in the Publishing States sub-grid.

Access Control Rule 2

6. Now add Authenticated Users Web Role under Web Roles sub-grid to the Access Control Rule.

Access Control Rule 3

Note: By default, every portal user who has not been assigned any other web role is part of Authenticated Users web role.  A custom web role can also be configured in the system and associated with this Access Control Rule. 

7. Now Reset the Cache of the Portal (if it is Adxstdio SaaS based) or reset the IIS.

8. Refresh the Portal page now. You can find that Events page is no longer available to Anonymous users.

Access Control Rule 4

9. Login to the portal as a portal user.

Access Control Rule 5

10. Now find the Events page. So only Authenticated Users have got access to the Events page.

Access Control Rule 6

About Dipankar Bhattacharya

Dipankar is a CITA-F, ITIL certified professional specializing Customer Relationship Management (CRM) and Cloud Computing. He is a certified Microsoft Dynamics CRM specialist and Architect and have been working in the field of CRM for enterprise customers across the globe.

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