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

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