Using existing roles

The Business Portal ships with several predefined roles. These roles include typical functions a user may have, such as Sales Manager or Employee. If the items for your integration work in conjunction with other portal items associated with a predefined role, consider including the items for you integration in that role.

For example, the sample integration included with the Business Portal SDK includes a web part that displays customer contact history information. This web part works in conjunction with a portal page that is part of the Sales Manager and Salesperson roles. To properly integrate, the items used for the Contact History web part should be assigned to these roles. For instance, the data permission used to access customer contact history information is assigned to the Salesperson and Sales Manager roles.