Questions tagged [acl]
Access Control Limits which may refer to CiviCRM inbuilt ACL options, or options provided by extensions that deliver Access Control
161
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7
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CiviCRM SPARK - Permissions and Drupal roles
I am using CiviCRM SPARK 5.74.4. I am a new user and I would like to have some members who have edit/delete access and others who can just see the data. I implemented the ACL roles and assigned them ...
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2
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1
answer
29
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How can I control access to events based on user role and event type?
I want to be able to offer events targeted to different groups of users. The documentation suggests that I can do this using CiviCRM ACLs, but that appears to only offer access control for a given ...
- 4,105
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14
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Issues with import in ACL
I have turned off CiviCRM: import contacts but the user still has the option to import contacts and activities? Using CiviSpark with version CiviCRM 5.68.1. Unable to update to the latest version.
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1
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65
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ACLs and Permission to add to Groups
I am trying to setup our Civi with a horizontal and vertical permission structure for different departments and roles. By horizontal I mean what's configured in WP Permissions such as access to ...
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27
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Which ACL is needed to view custom fields in search listings?
We want to display custom search results to our CRM users. We have enabled a default profile for search lists that combines core fields and custom fields. Admins see search results with all these ...
- 49
1
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1
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32
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Preventing some users from viewing/editing a specific sub-contact type?
I am using CiviCRM v5.66 on WordPress v6.4.2, and using using the WordPress Access Control.
I have created a new Individual sub-type contact called MySubType.
I have created a new WordPress role ...
- 651
3
votes
1
answer
47
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can there be a private email activity?
i'm planning on creating a new activity type "private phone call" so I can use the activity acl extension to restrict access to these by user level.
Is there any way to achieve the same ...
- 551
1
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1
answer
51
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Permission system not working as expected
I created a simple permission structure where a group of CiviCRM users ("Group A") has write access to a group of contacts ("Group B"). (Every logged in user has read access.)
When ...
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4
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1
answer
65
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Intermittent failure to grant correct ACLs
We have a Drupal 9 site with approx 50 active users and some relatively complex ACLs (>100 rules). For the vast majority of users, all works fine but we have a very small number of users who it ...
- 1,070
1
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1
answer
32
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Hide contact types from WordPress cms users
I am checking the CMS permissions on my CiviCRM installation on Wordpres. I have three types of CiviCRM users:
Administrator
Author
Publisher
In CiviCRM I have two types of contacts:
A) Donors
B) ...
2
votes
1
answer
49
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Deny access to a set of records
I've been battering my head against this on-and-off for months now.
Why isn't there a simple way to deny access to a specific set of records?
We use a lot of groups, so manually assigning each group ...
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2
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2
answers
57
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How to manage a Mentoring-System with CiviCRM
I would like to organize a mentoring-platform where mentees/mentors can register via a website. Mentees can get assigned to mentors in geographical proximity by an organizer of that region. Mentors ...
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2
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1
answer
33
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Why is the access control option not available for smart groups anymore? Fresh install
civicrm 5.55.2
drupal 9.4.8
smart groups acl not available.
parent group has the option.
does not matter if smart group is parent or child
0
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1
answer
66
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What is the expected behaviour of ACL in regard to group management (and are there changes planned for the future)?
I have observed the following behaviour during testing an ACL-Setup. Could anyone let me know if this is the expected behaviour and if there are any more or less particular plans to change that in the ...
- 3,627
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51
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CiviCase notes available only to self and manager, not other workers?
Am I able to have case workers that can create a confidential note in a case, and these notes would not be available to any other workers (only the manager).
And also it needs to prevent with View/...
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52
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We are testing/evaluating CiviCRM Spark, but I can't get APIv4 to work
I'm not asking for tech support (sort of), I just need to know if the functionality is there. Checking the "Extensions" I see that API KEY MANAGEMENT is not Enabled.
I'm not sure if we are ...
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1
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1
answer
25
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Need Membership Chair to access CiviCRM Memberships, Treasurer to access Contributions. On Drupal
In Drupal we have various roles set up for the Membership Chairperson, the Treasurer, and other committees.
We are trying to give access to these same functions through CiviCRM, not Drupal. Our Drupal ...
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0
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53
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How do hide Groups from a user role unless they're permitted via ACL
I see that ACLs allow one to permit a user role to view selected Groups, however, something is enabled somewhere allowing all users to view all the Groups. I don't have the permission setup allowing ...
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1
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1
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73
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How to restrict access to certain information for non-admin users (i.e. volunteers)
I'm working on a CiviCRM system which has volunteers who we need to restrict access to specific contact information.
I've created a group for the Volunteers as well as a group (called Private Contacts)...
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1
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1
answer
30
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Why do my site permissions mean a volunteer user role can see activities in the Activity tab, but then not see them when moved to case?
Civi 5.42
D7
I have set up a case system for our organisation to allow "Volunteer Counsellors" to access civi, see the clients they are allocated to and manage their clients' cases.
The &...
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2
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0
answers
193
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Restricting contacts in groups using ACL roles
We want to create a role for a certain set of users in WP/Civi - to have access to only a certain group of contacts.
Here's what we have done.
Added the Members plugin to create new roles
Assigned ...
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1
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0
answers
27
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Activity Access Control - Restrict to contact group
Using Civi 5.38 on a WordPress site
We use 3 levels of user role which I manage through the WordPress Access Control screen. I want to retrict some of the acitivities within the roles and am using the ...
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1
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0
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33
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Contact Groups and ACL Management
I am using Civi 5.38 on a WordPress site, and have a query on ACL permissions.
We want to use different tiers of access for the information stored in custom data sets. We have created ACLs and applied ...
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2
votes
2
answers
82
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ACL to limit access to contacts by Membership
It seems using ACLs to limit access to contacts is a hot topic. I've reviewed many of the questions on the topic, many years old, but have yet to find a solution. Scenario is:
• Our Federation has ...
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1
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0
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30
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Groups not visible despite correct ACL after going from 5.18 to 5.35
Users with visibility to a group of contacts no longer see that group as selectable in search.
At first I suspected that migration failed in some way, but after creating a whole new group, group ...
- 111
1
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0
answers
50
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HOWTO organize hierarchical groups and ACLs in WordPress
We are currently using CiviCRM ver. 5.35.1 on WordPress ver. 5.7.1.
All our contacts and organizations are included in groups related to (Italian) Regions, with Provinces within (the same organization ...
5
votes
1
answer
71
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Is it possible to have a user that's only capability is to work with Mosaico. Specifically to Create/modify templates
I'm a one man show and this is my first excursion into setting ACLs. I have a volunteer that wants to work with me on creating & editing Mosaico email templates. At some point they may also be ...
- 309
0
votes
2
answers
80
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How to automatically create relationship between Drupal role user and a group of civi contacts?
I have webform where volunteers signup for newsletter. They land on group called "Volunteer".
Our volunteer co-ordinator users are in a drupal role called "Coordinator"
What I want ...
- 3,014
2
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0
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60
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Smart Groups and ACL
I have read the comments relating to this matter. Still I just wonder if it is possible to assign ACL ownership to a Smart Group. No option for Access Control on the Group page is available. Is this ...
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58
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Is it possible, using ACLs, for a group to have only 'create' access to contact custom data and another group to have 'edit'?
My user would like one group of users to be able to have only 'create' only access to a custom field set that will be in a contact's tab, and for another group to be able to have 'edit' access. I ...
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2
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21
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Allow region reps to have RO to global mship info - but only to their own regional records. Db field or tag for "region"?
As the title says, I need to appoint reps for each region who can access their "own" regions records to send mailings. We are using Wordpress and everything is the latest versions.
Is "...
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1
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0
answers
36
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Profile listing shows all contacts regardless of permissions -- how to limit results to permissioned contacts only?
If I create a profile for search/listings, and provide access to that profile to some class of users, the profile results will include all contacts matching the search criteria, even though the ...
- 1,846
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1
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64
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How can I prevent users editing custom fields for contacts not in their ACL group?
Using Wordpress 5.4.1 with Civi 5.24.3.
We have a smart group used for ACL which prevents the core "Edit" button being shown on the contact summary.
There is also an ACL entry for a group of ...
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1
vote
1
answer
84
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How to allow users in ACL group to add & remove contacts in groups
I'm implementing ACLs for a client. Users can only have view or edit to a group when adding permissions, so then don't have the ability to add or remove a contact from that group. In fact, I've found ...
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1
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2
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63
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Is smart group cache set to 0 OK for this situation?
Using ACLs I have setup a group of users to have edit access to a smart group of contacts. The smart group is based upon the contact type. The problem is when one of these users creates a contact of ...
- 4,945
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0
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13
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Manage members of the OG_Sync Access Control Group
We are using Drupal Organic Groups, and the OG_Sync function that ships with CiviCRM Core to create corresponding CiviCRM Groups. We are converting from an existing system where all editing is ...
user6274
3
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4
answers
120
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Assign all contacts created by a user to one group automatically?
Just what it says in the title. I have an issue with ACL where the user that has access to only one group creates a New Individual (through civicrm) winch then they do not have the access to.
My ...
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1
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1
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68
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Permissions help with using action.forward token in an email
I want to add a forward to a friend at the bottom of an email. When recipient clicks they see the "enter up to 5 email address" page however if they are a non-authenticated user they get a Undefined ...
1
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1
answer
62
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Feature request: Relate memberships to Groups and have separate access
Overview
I have a number of groups. Each group has one or more memberships. With ACL I can discern between the access to the different groups and their contacts. However, when access is granted, the ...
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3
votes
4
answers
101
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Private content for event participant?
My scenario is quite simple to explain :
When a person register on an event (paid or free), we would like to give him an direct access to private content (by email or by direct redirect) (like ...
- 158
4
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1
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404
views
SOLVED!! DB Error: no such table ERROR searching erroneous ACL table
I have read other related questions but I do not see a match with my mistake.
Civicrm version 4.7.31 Drupal 7.67 MySQL 5.6.42 PHP7.1
After migrating from civicrm 4.5.8 and php5.6 everything works fine ...
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4
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1
answer
45
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Dashboard Summary on Memberships Page
I've just found out that the Membership Dashboard - specifically the summary table at the top of that page - is not visible if you don't have the permission 'CiviCRM: view all contacts'. Is there any ...
- 1,070
2
votes
2
answers
60
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How do I sync contacts who are not members in Wordpress?
My client organization only has organizational members, but provides services and events to individuals connected to the organization. The WP Member sync, seems limited to only syncing members.
I ...
- 633
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0
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15
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Can I control access to specific price sets with ACL?
I have two primary member types. Full Members (FM) and Associate Members (AM). I need to keep all the pricing for both groups completely separate and since AM joins to have access to FM, they pay all ...
- 633
1
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2
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68
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Is there a method in ACL of allowing anonymous access to some events and not others?
I want some CiviCRM events to be Member-only and some to be public. But I'm not seeing a way of creating an ACL permission for the anonymous user and then assigning it to an event.
The only way of ...
- 1,322
4
votes
1
answer
123
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Staff restricted by ACLs cannot use/see any other groups
I have a group of CiviCRM users who are restricted by ACL to only be allowed to view and edit contacts in a certain geographic region (those contacts in a group called "Northern Region"). They also ...
- 3,932
1
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23
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CiviMail Sent/Scheduled Mailings does not list mailings for some users
I'm in a context using some CiviCRM ACLs to restrict access for regional staff to regional contacts. Some core staff have access across the regions.
However, the regional staff cannot view the list ...
- 3,932
1
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53
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CiviCRM permissions get wiped out after each upgrade (except for Public and Super Admin user groups)
Is anyone experiencing an issue where all CiviCRM permissions in Joomla get completely reset (meaning all permissions items are set to "Inherit") after every CiviCRM upgrade? Only the Public and Super ...
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22
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How can I transfer ACL settings?
I want to transfer ACL settings from one site to an other.
How can I export/import ACLs via SQL?
Or is there any other way to do so?
- 397
2
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0
answers
16
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Find Respondents To Reserve - Groups
Looks to me like there's an issue that needs fixing, but I want to check to see if I've missed something.
I'm testing functionality of walklists. The User-Contact is limited to a subset of contact ...
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