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Setup secure site

Thread began 12/03/2009 7:56 am by mr hankey | Last modified 4/07/2010 4:33 pm by Eric Mittman | 4487 views | 40 replies |

mr hankey

Setup secure site

Hi,

My project that I need to achive is this:

Users login to backend site and add salesman adds clients and what products sold to client.

I want to create a pdf report of the client detailing their details and what products they have been sold.

How would i go about this with the extensions, do i need to create my own website first then use the extensions or best to use site assist with security assist etc?

Also is it possible to have a login and register page like the one on webassist using the extensions?

Many thanks for all your great help.

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mr hankey

Another requirement is the sales force only see their own sales, how would this be setup using security assist? Does the page need to be saved as a master or template to achieve this or can it just be a standard php page to suit all saleforce i.e. Sales.php?

Many thanks for anyone who could point me to get started.

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Eric Mittman

From what you have described I think you could create this by using DataAssist and Security Assist together. The first thing to do would be to use The DataAssist Wizard to create a set of pages for administering the sales. These pages would be interacting with your sales table and allow you to insert, update, search and delete records from this table.

Once that is in place you can use the Security Assist wizard to generate the user login portion. The wizard will create a new user registration page, the login, profile and some other pages for the users.

After you have used both wizards you can go back to the results page that was created by DataAssist and alter the recordset on this page, you will want to filter based on the session variable that is set in the authenticate user server behavior that holds the user id. Finally you would use the Security Assist access page manager to apply a logged in access rule to these pages. This should give you a set of pages that the user must login to use, then the pages can be used to see the sales, and add new ones. The sales the user would see would be limited to their own based on the filtering of the results recordset.

Please post back with questions that you have and I can give you some more pointers or detail some of these steps further for you.

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mr hankey

Thanks so much for your help, should my table to hold clients details have a salesmanid i.e. userid so they can only see their own sales?

thanks again for you great help gets me started. Only thing I found difficult was knowing what tools to use first to get started. Should i add any components from ecart to allow admin to add products that sales sell to clients so that they can view which products are most popular?

Many thanks again

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mr hankey

Does anyone know if i need to have the a column in the clients details called salesmanid to be able to help with this?

hope someone can point me in right direction.

Thanks for all your help

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Eric Mittman

Your users or salesmen table should have an id column that is an auto incrementing value. This is the id that should be used as the unique identifier to limit access of the results to a particular salesman. When the salesperson is registered then the id will be associated with their record. Then whenever they login you will be storing this id in a session variable. On any of the pages where you are viewing details that are specific to a particular person you would filter this recordset by the id of the currently logged in person.

You would also use this id when inserting sales info, you would insert the id into the sales record so that it is associated with the sales person who made the sale. As for adding in anything form eCart you would only do this for the commerce portion of the site where you would like to be able to add in items to a cart then checkout. I don't think eCart is going to do anything for you in regards to showing you the most popular items. You can make a reporting page like this but it would be a custom query to check to see the most sold items.

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mr hankey

thanks so much eric really appreciate your help.

so just to clarify, the usersid is stored in a session variable is this at the login screen you would create the session and therefore do not need to add this column in the client table of database?

many thanks again for your great help.

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Eric Mittman

if you have crafted the login pages with Security Assist there should be a session variable that is created to hold the id of the currently logged in person. You can depend on this id being there for any inserts or updates. So if a user were logged in their id would be in this session variable. You could then use this session variable anywhere that you need to reference the id of the currently logged in user. In the example of adding clients you would want to have a column in your clients table that would hold the id of the sales person that client relates to. When you are setting up the insert server behavior for the clients you would specify the session variable that holds the id for the sales person id column.

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mr hankey

thanks Eric, is there any in depth documentation or tutorial on how i would do this?

thanks for you help mate

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mr hankey

thanks eric, could you tell me. i am looking to create a form that will have drop down options, if they say yes it asks a question that is hidden and no just continues on. also would like to have the form go onto pages rather than have a huge big massive form on the one page, can this be done?

thank you

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