/// <summary>
/// Run the code example.
/// </summary>
/// <param name="user">The Dfa user object running the code example.
/// </param>
public override void Run(DfaUser user)
{
// Create UserRemoteService instance.
UserRemoteService service = (UserRemoteService)user.GetService(
DfaService.v1_20.UserRemoteService);
long userId = long.Parse(_T("INSERT_USER_ID_HERE"));
long advertiserId = long.Parse(_T("INSERT_ADVERTISER_ID_HERE"));
// Create and configure a user filter.
UserFilter filterToAdd = new UserFilter();
// The following field has been filled in to make a filter that allows a
// user to access only the assigned objects. This value was determined
// using GetUserFilterTypes.cs.
filterToAdd.userFilterCriteriaId = 2;
// Because this filter used the criteria type "Assigned" it is necessary
// to specify what advertisers this user has access to. This next step
// would be skipped for the criteria types "All" and "None".
// Create an object filter to represent each object the user has access
// to. Since this is an advertiser filter, an object filter represents an
// advertiser. The total of object filter objects will need to match the
// total of advertisers the user is assigned.
ObjectFilter allowedObject = new ObjectFilter();
// Insert the advertiser id of an advertiser assigned to this user.
allowedObject.id = advertiserId;
// Create any additional object filters that are needed, then add these
// settings to the user filter
filterToAdd.objectFilters = new ObjectFilter[] { allowedObject };
try {
// Retrieve the user who is to be modified.
User userToModify = service.getUser(userId);
// Add the filter to the user. The following method is specific to
// advertiser filters. See the User class documentation for the names of
// methods for other filters.
userToModify.advertiserUserFilter = filterToAdd;
// Save the changes made and display a success message.
UserSaveResult userSaveResult = service.saveUser(userToModify);
Console.WriteLine("User with id \"{0}\" was modified.", userSaveResult.id);
} catch (Exception ex) {
Console.WriteLine("Failed to add advertiser user filter. Exception says \"{0}\"",
ex.Message);
}
}
//You might want to create a company-specific user login for the company in question.
private static void AddUser(AccountSvc svc, int companyId, int accountId)
{
User newUser = new User();
newUser.CompanyId = companyId;
newUser.AccountId = accountId;
newUser.Email = "*****@*****.**";//Should be merchant/client user email
newUser.FirstName = "Anya";
newUser.LastName = "Stettler";
newUser.UserName = "******"+DateTime.Now; //Must be unique within the Avalara server - we usually use email address. I've added a timestamp here for testing.
newUser.PostalCode = "98110"; //Not required, but improves user experience (as postal code is required to perform a password reset)
newUser.SecurityRoleId = SecurityRoleId.CompanyAdmin; //This will give the user access to the specified company ONLY, and will allow them to change profile settings, etc. for that company.
newUser.IsActive = true;
UserSaveResult res = new UserSaveResult();
try
{
res = svc.UserSave(newUser); //Save the user
if (res.ResultCode.Equals(SeverityLevel.Success))
{
Console.WriteLine("User saved successfully. UserId: " + res.UserId);
}
else
{
Console.WriteLine("Error when saving user. Error: " + res.Messages[0].Summary);
}
}
catch (Exception ex)
{
Console.WriteLine("Error in UserSave: " + ex);
}
//By default, a new user is assigned a password (which is emailed to them). They are required to change this password upon first login to the admin console.
//If you want to eliminate all contact with the Admin Console, you'll need to reset the password programatically.
//Note: this kicks off an email to the user email address notifying them that someone has changed their account.
newUser.UserId = res.UserId;
newUser.PasswordStatusId = PasswordStatusId.UserCanChange; //This removes the "must change" property
newUser.Password = "******";
res = svc.UserSave(newUser);
}
