Standardizing Customer Settings

Posted by Ramon Schouten on 06-Sep-2016 05:38

Hello Fellow Rollbase users and Experts,

I wish to standardize the customers based on my master tenant.
For example: when I change the Rollbase Logo to my own company's logo. I wish for the customers to also have this logo.

At the moment the customers all start with de default settings again. So every change I made has been for practically nothing.

Also on the wish list is: standardizing the roles in my master tenant so all future created and already created customers will have this role as a set role.

Please tell me if and how this is possible and otherwise perhaps a workaround for this issue.

I look forward for responses.

Kind regards,

Ramon Schouten

All Replies

Posted by Anoop Premachandran on 06-Sep-2016 09:33

For the Role part, you should create a role  and package it with an app and make the app as part of instApp field in Customer object so that the app and the role gets pushed to all newly created tenants.

Posted by Ramon Schouten on 07-Sep-2016 08:06

Great help Anoop! you solved the issue regarding the Role part!


Posted by Anoop Premachandran on 07-Sep-2016 08:15

Customer logo is an image field in Customer object in master. As of now we do not support Mass update for Image fields from UI but you can script using our Server Side API - rbv_api.setBinaryFieldValue() and update the field for all customers

This thread is closed