‘ Sync Contact Web Roles ’ System Job to Create Contact Web Role Records
Overview
UX Online Contact Web Roles is a separate entity that is related to the Contact entity . Contact Web Role records for a related contact manage that contact ’ s access to MX Online . Out-of-the-box standard Contact Web Roles include :
• Member
• Non-Member
• Primary Contact
• Registered Users
At a minimum , two Contact Web Role records are required for each contact in the database in order for the contact to sign into MX Online successfully :
• Member and Registered Users , or
• Non-Member and Registered Users
UX Online plugins assign Contact Web Roles to new contact records
Similar to earlier versions of UX Online , a UX 365 plugin automatically creates the required Contact Web Roles for each new contact record created in UX Online .
When a new contact record is created , the plug-in first looks at each web role by a value in the web role entity field , pa _ webreservedidroleid , and then creates the following contact web role records for that new contact :
• For every new contact , the plug-in creates the web role record with the web reserve role ID 4 ( Registered Users ).
• Where the contact ‘ Member ’ bit field = true ( pa _ member = 1 ), the plug-in creates the web role record with the web reserve role ID 2 ( Member ).
• Where the contact ‘ Member ’ bit field = false ( pa _ member = 0 ), the plugin-creates the web role record with the web reserve role ID 1 ( Non-member ).
A separate process runs on the Account entity that triggers a plug-in when the Primary Contact field changes and is not NULL . If the plug-in identifies an account record that meets these criteria , the plugin creates the web role record with the web reserve role ID 3 ( Primary Contact ) for the contact assigned to the Primary Contact field .
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