Web Permission Profiles apply to Advanced Users, Web Users and Contacts, which can be configured to grant access to the WIFE system via these access tiers:
The Web Profiles are a very powerful tool! Be careful, as they can easily be configured incorrectly. For example, you create a permission profile and grant a Contact type “Client” access to all of your Contacts. Or you grant a Client the permission to create Bookings. Taking the time to set up meaningful profiles will not only save you time, but also many headaches.
When initially setting up your database, start with one user's profile and then save as many other profiles as you determine is necessary for your facility (i.e. Editor, Producer, Client, Freelancer, Accountant, etc.). You can then choose those profiles as you set up your additional users.
Access the Web Profile Manager
To access the Web Profile Manager go to farmerswife Client > Object Manager > open a User Profile.
Click on the drop-down menu to the right of the Permission Profile and choose Web Profile Manager to set up the various Profiles. On Web Users, it is only possible to access the Web Profile Manager.
Create a New Profile and Group
Simply right-mouse-button-click or use Ctrl. + Click (on Mac) in the top left pane to create a new Profile; see circled part in screenshot.
Groups contain the Web Profiles and are useful to sort the Web User Profiles. Use the Move option to move a Web Profile into another Group.
For a detailed description of the permissions, please refer to the have a look at the Web Permission Table. On saving the Profiles give them good, simple and short names describing for whom or for what they are intended. You don’t want to be checking each profile’s setup every time you assign it to someone.
Assigning a Web Profile to a User
On Web Users you can choose the previously created Web Profile directly from the Permission selector. For Advanced Users, choose their Web Profile in their Advanced User profile thus the Web Profile is linked to the assigned Advanced Profile.
Required Server-side settings
In farmerswife Server > Setup > General :The following settings are required to be properly set/opened/forwarded on the according firewalls, routers and switches within your network. And some of them need to be exposed to the Internet, in order to connect from the outside of your local network (LAN) to the WIFE Server. For more detailed information see “ ServerPorts_and_AccessTiers”
Allow Mail (and related settings) must be on, i.e. set to Yes, to invite any Contact Type (Client, Resource). See related “ Email_Notification” documentation.
Http Port: Used to stream QuickTime, WebCal, Old Web Client.
URL To Server: Used by iOS, New & Old Web Client, WebCal and the Mobile Web Client (MWC)·
Port: This is the port used to login to the Web Client; in the web browser type: http://your.Domain.IP:26000·
API Port: This is used by the iOS application; enter this in the Apple mobile device’s Settings > farmersWIFE > Port·
In WIFE Client > Toolbox > Settings > Server Setup > Web Share Settings > Daily Sendout ... is the same as the above-mentioned Server-side setting (only available to Advanced users with Server Setup access rights).
In WIFE Client > Toolbox > Settings > Server Setup > Web Share Settings > WebCal ... enable and configure the days of Events to show before and after the actual day. For further information and configuration details aout WebCal see the separate “WebCal” documentation.·
In WIFE Client > Toolbox > Settings > Server Setup > Web Share Settings > Schedule Changes Email Sendout
Inviting Contacts (Clients & Resources) to farmerswife
To grant access to the Web Access Tiers for Clients/Contacts, Freelancers, Vendors, etc. go to WIFE Client > Toolbox > Contacts.
Open the Contact and choose a previously saved Permission Profile from the dropdown menu. From there you choose a Profile that has been previously set up. Click on the drop-down menu at the right of Permission Profile to create a new Profile in the Web Profile Manager.
Note: Contact type Client does not have to be licensed to access; they are free of charge. Contact type Resource requires a Web User license.
Then tick the Web Access. Click OK. This will trigger the invitation email to be sent to the Contact. Your outgoing mail settings must be set up on the Server Setup General page for this email to be sent. A valid email address must be entered in the Contact’s email.
Use the Preview Invite Email to check before sending. The person being invited will receive the same HTML formatted email as in the Preview Invite Email.Customize the Contact Email Invitation example: The Invite Email template is stored in: farmerswife Server\html_templates\http_session\webuser\invite_email.html
In the email, the invitee will click on "Click here to define your password and log-in" and a web browser window will open. The invitee has to choose his own Password and enter it again in Confirm Password. Then click on Confirm.The window will now slightly change. Now the Username (the invitee's email address) and the Password she/he just set has to be used to log-in to WIFE thru iOS WIFE, Web Client and to subscribe via Web Cal.
In case of “I forgot my password”
- InToolbox>Contacts...open that Contact.
- Click WebAccess : No, and OK for the changes to take effect. Then open it up and set Web Access back to Yes. This will reset the previous password and re-send the Invitation Email
Typical Configuration Example Scenarios
Give Clients access to see their Projects Bookings through the Web Client
Follow the invitation and configuration to invite a Client above and configure a Profile as below: Select the following settings and leave the rest un-ticked or set to NO:
- Web Browser Based Client
- Events > Objects > AllObjects > CanView
- Events > ShowEvent > If He Has A Relation To Its Project > Yes
In addition, you will need to go to Toolbox > Settings > Server Setup:
- WebProfile “HasRelation” Flags are true if Contact Is In Same Company: Checked = can see any Bookings for Project whose contacts belong to same Company/Client
Give Clients access to see certain rooms schedule and book through Web Client
Give your clients this Profile if you want to make a Studio or Meeting Room available for them to book via the Web for all clients that rent/book rooms. They can see if the room(s) is available or booked, and they can book (Project or Task) and write a note about who booked it. They will not see anything else from FW, like Bookings, Contacts etc.
All can share a single login if you setup a new Contact e.g. MYCOMPANY CLIENT BOOKING and share the email (e.g. firstname.lastname@example.org) and password with them.
Create a new Profile, select the following settings and leave the rest un-ticked or set to NO:
- Events > Objects > Specific Object Level Control. In this window, give access to view the specific room and the abilityto make Bookings (Project and/or Task) for these rooms.
- Events>ShowEvents>Always>Yes,but hide Event Details.
- Events>Show>If He Has A Relation To Its Projects> Yes(this way he can see the Bookingname ,etc.)
- Events>Allow Bookings on Projects >Projects That He Has A Relation To
Keep in mind that when making a Booking they will also have to fill out the fields of Booking names, Project, Status, etc.The better alternative might be for them to just be able to make Task Bookings for those rooms and then you canalways have one of your Advanced Users make the Task a Booking and associate it with the correct Project.
They will need to put a note of who booked it, as it does not record this from a client type login.
When they login to the Web Client, it starts out blank. Set up Studio 1 and Studio 2 as favorites and then they can clickon the Star to view each calendar.
Any other Bookings for those rooms will show as booked but with no details. They will be listed as an "UndisclosedEvent".
Give Users access to see their own schedule only but see other involved on the Booking
This profile gives a Web User access to their OWN schedule only, and the ability to see other involved Objects on their Booking. They can also time report but not see other involved Users in the Time Report:
Select the following settings and leave the rest un-ticked or set to NO:
- Events> Objects> HisOwnObject> CanView
- Events> ShowEvent> IfHeIsInvolvedInIt
- Events> ShowEvent> Add Names of Involved Objects to the Header In the WebClient
Timereports > Allow Editing Timereport > If He Is Involved In It
Timereports > Allow Editing Timereport > Not Other Users Time
Timereports > Allow Timereporting On Projects > All Projects
Timereports > Allow Adding Objects To Timereports > His Own Object
Web Permissions Table
Projects in the Web Client
A Web User with the Web Profile Permission to use the iOS app can create a Project through the iOS or the Mobile WebClient. It is not possible to create a new Project in the Web Client.
The following Web Permissions have to been set. At least on of each setting:
Projects > Show > All Projects, If It Is In His Division, If He Has A Relation To It.
If neither of the mentioned above is ticked, it is not possible to edit any Project the permission for Allow Editing will begrayed out.
Projects > Allow Editing Projects > Always, If It Is In His Division, If He Has A Relation To It
Which Projects are shown and available
All active and closed or invoiced Projects will be shown in the Web Client. Among the active Projects, even the ones with Status: Quotation and Hold Invoice will be available. Canceled Projects won't show up in the Web Client. It is possible to add a Booking to any active Project.