Using OpenKM For Clients

[wiseman]

Hello,

I wanted to ask about the use and customization of OpenKM for customers to retrieve copies of their receipts / proposals and documents. I would appreciate your response.

I\'m interested in setting up OpenKM for my business. I\'d like to give each of my customers a username and password, and have each customer only have access to ONE folder -- that folder being their own name. Inside their folder, they will be able to search their existing documents and open them -- but they should not be able to modify / check in or out / or upload new documents. This is simply a means for them to access files that we link to their OpenKM account.

Is there an easy automated way to do this? To automatically create an account, and a sub folder for each customer, and automatically set the security rights to ONLY allow them access to the documents -- and nobody else.

Please advise in how I can accomplish this. Thank you in advance.

[jllort]

1- About customer username and pass:
There several ways to do, the most easy is to create a folder on root called customer, and set a folder for each customer there. Set security grant for curtomer folder only for it user and remove other security grants ( excepts what you use to your users into company ). A good option is to define a especificic rol ( CustomerRol ) for this external users.

Supose it structure:

- root
-Node 1 ( no grant for customers )
-Node 2 ( no grant for customers )
-
-Customers ( read grant to CustomerRol + Your roles )
- Customer 1 ( read grants only to one customer + Your roles)
- upload ( you could set some folder to client uploads contents .... )
- Customer 2 ( The same ... )

The search engige only enables to show documents that user has privileges to read other are filtered and not exist for it user on query results.

2- Automatic way to do it ?
At this time there\'s no automatic way to do it, if you\'ve got so a considerable number of users could be made some little process to do it ( number of users must be considerable to do it ).

[pavila]

To automatize this process you can use the API exposed by WebServices.