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Questions tagged [acl]

Access Control Limits which may refer to CiviCRM inbuilt ACL options, or options provided by extensions that deliver Access Control

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2 votes
1 answer
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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 ...
Graham's user avatar
  • 4,055
0 votes
0 answers
13 views

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.
Russell's user avatar
0 votes
1 answer
52 views

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 ...
BennHi's user avatar
  • 11
0 votes
0 answers
23 views

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 ...
icaria36's user avatar
1 vote
1 answer
26 views

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 ...
jsherk's user avatar
  • 583
3 votes
1 answer
47 views

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 ...
LesleyJill's user avatar
1 vote
1 answer
45 views

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 ...
Schorschii's user avatar
4 votes
1 answer
65 views

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 ...
Rose Lanigan's user avatar
  • 1,050
1 vote
1 answer
29 views

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) ...
Suri Gang's Hallen's user avatar
2 votes
1 answer
42 views

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 ...
Gav Massingham's user avatar
2 votes
2 answers
53 views

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 ...
mplh's user avatar
  • 121
2 votes
1 answer
28 views

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
Eldon Leeburstroghm Allison II's user avatar
0 votes
1 answer
60 views

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 ...
Fabian's user avatar
  • 3,597
1 vote
1 answer
47 views

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/...
jsherk's user avatar
  • 583
0 votes
0 answers
46 views

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 ...
James F's user avatar
  • 21
1 vote
1 answer
25 views

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 ...
AstraGeekette's user avatar
1 vote
0 answers
51 views

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 ...
flantascience's user avatar
1 vote
1 answer
70 views

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)...
flantascience's user avatar
1 vote
1 answer
28 views

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 &...
Craig Almond's user avatar
  • 2,037
2 votes
0 answers
188 views

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 ...
Grow's user avatar
  • 93
1 vote
0 answers
26 views

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 ...
Cirrus's user avatar
  • 53
1 vote
0 answers
32 views

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 ...
Cirrus's user avatar
  • 53
2 votes
2 answers
78 views

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 ...
Scarlett's user avatar
1 vote
0 answers
30 views

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 ...
Nuoji's user avatar
  • 111
1 vote
0 answers
50 views

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 ...
Francesco Garganese's user avatar
5 votes
1 answer
70 views

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 ...
Clark Hodge's user avatar
0 votes
2 answers
76 views

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 ...
Tapash's user avatar
  • 3,004
2 votes
0 answers
59 views

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 ...
Claes Rickeby's user avatar
1 vote
1 answer
56 views

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 ...
Andy Clark's user avatar
  • 4,845
0 votes
2 answers
21 views

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 "...
Southside's user avatar
1 vote
0 answers
36 views

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 ...
TwoMice's user avatar
  • 1,824
0 votes
1 answer
64 views

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 ...
Darren's user avatar
  • 751
1 vote
1 answer
82 views

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 ...
Andy Clark's user avatar
  • 4,845
1 vote
2 answers
62 views

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 ...
Andy Clark's user avatar
  • 4,845
0 votes
0 answers
13 views

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 ...
user avatar
3 votes
4 answers
120 views

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 ...
Marko's user avatar
  • 877
1 vote
1 answer
66 views

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 ...
Daniel Fishman's user avatar
1 vote
1 answer
61 views

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 ...
Webmaster COVS's user avatar
3 votes
4 answers
98 views

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 ...
empiguet's user avatar
  • 158
4 votes
1 answer
393 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 ...
Jon's user avatar
  • 41
4 votes
1 answer
44 views

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 ...
Rose Lanigan's user avatar
  • 1,050
2 votes
2 answers
59 views

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 ...
LyonsDigital's user avatar
0 votes
0 answers
15 views

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 ...
LyonsDigital's user avatar
1 vote
2 answers
64 views

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 ...
Tony Horrocks's user avatar
4 votes
1 answer
121 views

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 ...
artfulrobot's user avatar
  • 3,932
1 vote
0 answers
22 views

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 ...
artfulrobot's user avatar
  • 3,932
1 vote
0 answers
53 views

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 ...
MtnPavlas's user avatar
  • 856
1 vote
0 answers
22 views

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?
Doka's user avatar
  • 397
2 votes
0 answers
16 views

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 ...
user6853's user avatar
1 vote
1 answer
87 views

Custom Data ACLs

I'm a little confused on how custom data ACLs work - specifically, when I give a role access to edit a set of custom data fields that are associated with a contact, like so: Does this allow that role ...
Dave's user avatar
  • 236