4 Replies Latest reply on Mar 31, 2011 8:27 AM by jrobgk1

    security settings for login views

    jrobgk1

      Title

      security settings for login views

      Post

      Greetings-

      I am working on a project where external vendors would like to be able to login to the filemaker db and run reports based on their product's sales over a given period of time.  

      I have a table that holds data about these vendors (name, address, etc.)

      I want  to have their login take them to a separate layout, with their name passed on to the screen and passed on to a specific find for ONLY their products, and not those of other vendors.

      I would assume i need a login script, but am confused about order and where to go next....

      running filemaker pro 11.2 with iwp.

      thanks...

      Jesse

        • 1. Re: security settings for login views
          mmccarty

          You want to create an "On Open" script.  Write your script that takes the vendors to their own layout then go to File > File Options.  On the Open/Close tab, check Perform Script and specify your "On Open" script.

          Helpful hints for the script:

          Get(AccountName) and Get(CurrentPriviledgeSetName) are very useful calculation function

          You probably want to take away the toolbar and force your vendors to use navigation that you create.  This can be done with the Show/Hide Status Area[Hide;Lock] script step

          Before you write your script, you need to create an account for each vendor.  This involves defining their privilege sets.  This can be done by File>Manage>Security

          Let me know if you need me to elaborate on any of these steps

          • 2. Re: security settings for login views
            jrobgk1

            ok...this is a great start.  so to make sure that my employees don't get locked out, my on open script needs to specify what their privileges do as well, right?

            i have created the accounts for the vendors, and a privilege set of "vendor" that only allows them to view, but not alter records. is there anything else i should be aware of?  your help is really appreciated!

            JR

            • 3. Re: security settings for login views
              philmodjunk

              Your employee's accounts should have different privilege sets than your vendors. Your script should not need to specify the privileges, only to identify the privilege set of the current user's account.

              You can also use Manage Security to limit a vendor (or an employee's) access to only records that they are permitted to access.

              See "Editing record access privileges" in FileMaker Help and check out this particular sub section: "Entering a formula for limiting access on a record-by-record basis" for a detailed description of how to set this up.

              • 4. Re: security settings for login views
                jrobgk1

                excellent.  i was able to get part of that script running through the network. the next kick is going to be running this through iwp. any pitfalls i should be looking out for?