Configuring Role Restrictions with Admin Validator App

Overview

This video explores the Admin Validator app. With the app, restrictions can be configured on certain roles so that they can’t update account and customer details in CSR Admin. The video covers installing and activating the app with its configuration JSON, and then shows the error messages a restricted user sees when editing user and account details.

App Marketplace – Installing and Activating the App

For the restrictions to work, the Admin Validator app must be created, installed and activated with the proper configuration. Install the app and select Activate, then paste the configuration JSON. The JSON includes the user roles to modify and the restriction permissions to apply to them. Select OK and save the changes.

CSR Admin – Restricted User Details

Navigate to any user’s details and select Edit. If the user tries to update any field or attribute that has been added to the JSON, the update isn’t allowed. After the user selects Update, the corresponding error message is shown.

CSR Admin – Restricted Account Details

The same applies to account details. If the user tries to update any detail that has been restricted through the configured JSON, an error message is shown.

Timeline

00:04 – Overview: the Admin Validator app
00:09 – Restricting roles from updating account and customer details in CSR Admin
00:19 – Requirement: app created, installed and activated with the proper configuration
00:28 – Installing and activating the app and pasting the configuration JSON
00:39 – Saving the changes
00:43 – User details: editing a restricted field or attribute
00:55 – Error message after selecting Update
00:59 – Account details: error message for restricted details