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This guide makes some assumptions about how you install Chameleon, than you pass the User ID + Account ID to like this: chmln.identify(user.id, { company: { uid: account.id } }) and that you have installed with chmln.on("app:navigate", opts => { ... }) Your Saas Product likely has the concept of Users, Accounts and a variety of things (content) that Users can create. Each item has a set of Users (i.e. members of an Account) that have access to the content they create. Here is some sample data that we will work off. Imagine that your SaaS product is called Dashy (app.dashy.run) where Users create metric-based Dashboards. When a User has access to a Dashboard they will see it in their list of Dashboards on https://app.dashy.run/dashboards
  • By default, Dashboard are only available/visible to the creator of the Dashboard.
  • A Dashboard can be published/shared to all Users of the Account
  • A Dashboard can be published/shared specific Users

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Sample Data in the Dashy database

Users
IDAccount IDName[Notes]
134d3fa1JaneOn the same Account as John
137f2d3aJohnOn the same Account as Jane
139f2d3aAliceOnly User on this Account
Accounts
IDName[Notes]
d3fa1Jexar2 Users are: Jane and John
f2d3aApex1 User is: Alice
Dashboards
IDAccount IDUser IDUser nameTitle[Notes]
413d3fa1134JaneQ3 Northstar metrics
435d3fa1134JaneProduct usage - Power users
476d3fa1137JohnWebsite/Ads metrics 2029-03
498f2d3a139AliceFY29 Financial reports

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Lifecycle of content (CRUD)

  • Create: Add content to HelpBar example ↓
  • Read: skip because the content doesn’t change
  • Update: Conditionally update with important changes example ↓
  • Delete: Remove content from HelpBar example ↓

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Create: Add this content to HelpBar

  1. Jane creates a Dashboard called Q3 Northstar metrics it’s visible only to Jane.
  2. John creates a Dashboard called Website/Ads metrics 2029-03 it’s visible only to John AND Jane but not to new Users who join Jexar (since it’s visible explicitly to Users 134 and 137).
  3. Alice creates a Dashboard called FY29 Financial reports it’s visible to all Users who join Apex (since it’s visible to Account f2d3a).
  • Pull the SEARCH_GROUP_ID from the URL for the Chameleon SearchGroup that you want to add this content to (e.g. https://app.chameleon.io/helpbar/edit/content/654001081b27ac5e6ae5a08e)
  • Send a uid that will be stable for the life of this content. dashboard-413 in this example; you use this to update / delete.
  • In this example we use profile_uids as an array of 1 item, Jane, because only 1 User should have access to search for this.
  • Use 1 SearchActions in actions with kind=navigate. When clicked in the HelpBar the page will receive a callback into chmln.on("app:navigate", (opts) => { /* opts.to will be "/dashboards/413" */ }).
# 1.
curl -X POST -H 'X-Account-Secret: ACCOUNT_SECRET' -H 'Content-Type: application/json' \
  -d '{"search_group_id": SEARCH_GROUP_ID, "uid": "dashboards-413", "title": "Q3 Northstar metrics", "profile_uids": ["134"], actions: [{ "kind": "navigate", "url": "/dashboards/413" }] }' \
  'https://api.chameleon.io/v3/edit/search_items'

# 2.
curl -X POST -H 'X-Account-Secret: ACCOUNT_SECRET' -H 'Content-Type: application/json' \
  -d '{"search_group_id": SEARCH_GROUP_ID, "uid": "dashboards-476", "title": "Website/Ads metrics 2029-03", "profile_uids": ["134", "137"], actions: [{ "kind": "navigate", "url": "/dashboards/476" }] }' \
  'https://api.chameleon.io/v3/edit/search_items'

# 3.
curl -X POST -H 'X-Account-Secret: ACCOUNT_SECRET' -H 'Content-Type: application/json' \
  -d '{"search_group_id": SEARCH_GROUP_ID, "uid": "dashboards-498", "title": "FY29 Financial reports", "company_uids": ["f2d3a"], actions: [{ "kind": "navigate", "url": "/dashboards/498" }] }' \
  'https://api.chameleon.io/v3/edit/search_items'
When Jane hits CMD+k in your product and searches via HelpBar for “metrics” it will display 2 results, “Q3 Northstar metrics” and “Website/Ads metrics 2029-03”. When John hits CMD+k in your product and searches via HelpBar for “metrics” it will display 1 result, “Website/Ads metrics 2029-03”. When Alice hits CMD+k in your product and searches via HelpBar for “metrics” it will display 1 result, “Website/Ads metrics 2029-03”.

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Update: Conditionally update with important changes

When Jane updates the title and adds a note about how to use this Dashboard. Note: this content will retain its other state such as actions, visibility etc. 
curl -X PATCH -H 'X-Account-Secret: ACCOUNT_SECRET' -H 'Content-Type: application/json' \
  -d '{"uid": "dashboards-413", "title": "Q3 Northstar metrics - final", "description": "See how we are tracking for Q3 and help hit goals" }' \
  'https://api.chameleon.io/v3/edit/search_items'
When Jane has finalized the metrics and makes this visible to the full Jexar Account. Setting company_uids will allow any User on the given Account access to search for this content 
curl -X PATCH -H 'X-Account-Secret: ACCOUNT_SECRET' -H 'Content-Type: application/json' \
  -d '{"uid": "dashboards-413", "company_uids": ["d3fa1"] }' \
  'https://api.chameleon.io/v3/edit/search_items'
Now if Jane OR John hit CMD+k in your product and search via HelpBar for “metrics” they will both have one result, “Q3 Northstar metrics - final”.

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Delete: Remove content from HelpBar

Now that Q3 was a smashing success, Jane deletes the Q3 Dashboard 
curl -X DELETE -H 'X-Account-Secret: ACCOUNT_SECRET' -H 'Content-Type: application/json' \
  -d '{"uid": "dashboards-413"}' \
  'https://api.chameleon.io/v3/edit/search_items'