User Dynamic Management
Enabling portal users to temporarily switch to internal user roles through a Full User Request feature. Access duration is pre-defined and automatically reverts to portal status after the set idle time
User Dynamic Management
Enabling portal users to temporarily switch to internal user roles through a Full User Request feature. Access duration is pre-defined and automatically reverts to portal status after the set idle time
STORY BEHIND THE FEATURE
Imagine a community association where members have varying levels of engagement. Some members are actively involved in day-to-day operations, while others primarily interact through a portal. The challenge lies in effectively managing access rights for these members as their engagement levels fluctuate.
ODOO'S FUNCTIONS
CLUEDOO'S FUNCTIONS
CLUEDOO RECOMMENDATIONS
Utilize Cluedoo's User Dynamic Management module to create specific groups for different levels of member engagement (e.g., active members, casual members, community leaders) can implement a mechanism to automatically assign members to the appropriate access group based on their level of engagement or specific activities within the community.
HOW TO USE THIS MODULE
1. Go to user with Settings/User & Companies/User > Inactive Users to create access right for internal user Choose Template For Internal From Portal > Set up access right and groups of a specific position for internal user switching from portal
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2. Go to user with Settings/User & Companies/User > Inactive Users to create access right for portal user Archive user, this user is used for template purpose only. |
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3. Go back to Settings > Users, leave the search bar blank to set up access right for portal user. |
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4. Assign template for user by click on Assign Template Access. In this case, our template is Portal User Template |
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5. Tick on Allow Portal Access Internal and Enable idle time to give portal user access right of internal user. Write Idle time |
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6. When Allow Portal Access was chosen, on portal, there is a Switch to Internal User button to allow user to switch to internal system. Otherwise, if users log out from internal system, it will automatically go back to portal user. |
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7. There will be idle time in the upper right corner. If you do not have any movement or activity on this page, it will automatically go back to portal user. |
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8. If you want to set maximum number of portal user can switch to internal in X time Settings > Users > Set up Max Portal User Can Login and Time limit Time limit case: Time limit = 5 minutes Max portal user = 1
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