Assigning roles to a datasource

Datasources are secured by assigning roles with permissions for access and other operations. You can control their level of access by selecting the required permissions during the creation of datasources.

1. To assign roles to a datasource, open the </>Roles tab. The Roles pane is displayed.

2. To select a role to assign permissions, in the upper right corner of the Roles pane, click Add. A row is added in the Roles table.

3. Under the Role column, from the list, select Developer role, to which permissions are assigned.

4. Select the following checkboxes to assign permissions to the selected role in the respective columns:

Permission	Description
Insert allowed	Indicates permission to insert a new record
Update Allowed	Indicates permission to update an existing record
Audit Allowed	Indicates permission to view the changes made by others from the Audit Page Note: Audit Page can be accessed from File> Record> Audit menu item
Delete Allowed	Indicates permission to delete an existing record
Query Allowed	Indicates permission to fetch data
Primary Key	Select an attribute as the primary identification component of the datasource.

5. Click Save. The selected permissions are assigned to the Developer role.

To know more about adding roles, visit the Working with Roles and Users section

• To view the created datasource:

  • Go to the Manage Datasources page.

  • On the left-end of the search bar, click . The newly created datasource can be viewed on top of the list of existing datasources.

For the tutorial, we have created individual data sources for the tables created.

• Repeat these steps to create data sources and add attributes for all the required tables.

• List of tables mapped to the corresponding datasource for the tutorial are as follows:

Datasource name	Table name
CptmProductCustomerMapping	CPTM_PRODUCT_CUSTOMER_MAPPING
CptmCustomerUserMapping	CPTM_CUSTOMER_USER_MAPPING
CptmCustomers	CPTM_AVIS_CUSTOMERS
CptmLookups	CPTM_AVIS_LOOKUPS
CptmCustomerTickets	CPTM_AVIS_CUSTOMER_TICKETS
CptmLookupTypeView	CPTM_CP_LOOKUP_TYPES_V
CptmTicketSummaryView	CPTM_AVIS_TICKET_SUMMARRY_V