Questions tagged [permissions]

The tag has no usage guidance.

Filter by
Sorted by
Tagged with
1
vote
0answers
10 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 ...
1
vote
0answers
36 views

Wordpress role permissions to access (administer) their cases?

I have a "volunteer" role that could be assigned as a case role. At the same time I've configured that role with: access_my_cases_and_activities, basic_case_information and other general ...
1
vote
0answers
15 views

How can I prohibit users who can only “see all contacts” (but have no edit rights) to send emails, print labels, etc (actions)?

Users who have the rights to SEE all contacts (but no edit rights) can also interact with them (sending emails, etc.). How is it possible to prohibit those users to send emails, print labels, etc. to ...
0
votes
1answer
26 views

Custom Fields for Activities not getting Prefilled by a Drupal Webform

When I setup a webform to update existing activities, and I give it cid and activity1 parameters in the URL, the webform loads up contact information and core activity information, but not the custom ...
0
votes
1answer
13 views

Permission to add contact data, not edit existing

We got a request to add a role for users to be able to add contact data but not edit the existing. For instance: contact has first name, last name and email filled in. Users with this role should be ...
1
vote
1answer
25 views

CiviCase dashboard shows cases for invisible contacts

iam using CiviCRM 5.25 and Drupal 7.71. I have a bunch of acls running to limit the access to contacts, so with using CiviCase it controls the limited access for case managers to contacts, or more ...
0
votes
0answers
17 views

Clear cache changes file permissions and causes errors

CiviCRM 4.7.31 WordPress 5.4.1 cPanel 86.0.21 Staging Site This is on a staging site. In previous versions I have created a staging site and cleared cache with no problems. I have not changed any ...
2
votes
0answers
15 views

Can a user get permission to send a mailing to contacts they can't access?

An organization would like to give permission to a volunteer to create and send a newsletter, but don't want to give the volunteer access to view the contacts they send to. Is this possible? I see ...
1
vote
2answers
44 views

Baffled by Views database error on new install

Hours-old install of CiviCRM 5.25 under Backdrop 1.9. I've gotten as far as putting in the Board of Directors with dummy bio information, which I was trying to use to generate a View with a page ...
1
vote
1answer
19 views

How could I restrict view access to message templates

Wordpress. I know I can restrict edit access but I would like to restrict "use". So I can allow some users to send an email but not select a template. (otherwise they can use for instance CEO ...
0
votes
0answers
14 views

Drupal Access Control and Civi Access

Question about Drupal access and Civi. So I set up Civi permissions via Drupal Access Control and this works fine for the admin but any other roles I set up can't access Civi when the
0
votes
0answers
11 views

Permission for inline edit own data

I'm a bit wired, please help. I added permission for contacts with Drupal users, to be able to edit their own data. It works, so when the user logs in, and on the his / her personal data page (...
1
vote
1answer
28 views

Only !CRM.checkPerm(“administer CiviCRM”)) conditional works

If I put this (or any JQuery) in an .extra tpl file it works {literal} <script> if (!CRM.checkPerm("administer CiviCRM")) { CRM.$( function( $ ) { $( document ).ajaxComplete(function( event,...
2
votes
1answer
29 views

Custom permission through UI

Is there any extension that allow user to create permission through UI so that they can be used for defining permission for menu items or reports or form(eg form builder extension)
1
vote
0answers
14 views

Revoke permission to add contacts to groups

My client has a strange and complex group of relationships that I'm trying to properly permission. We are granting permission to a group of 3rd party managers to admin protected groups of contacts. ...
0
votes
1answer
21 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 ...
1
vote
1answer
36 views

Any Known Incompatibilities with CiviVolunteer and Other Extensions? [duplicate]

We are getting this error in CiviCRM: Warning: Declaration of CRM_Volunteer_Permission::check($permissions) should be compatible with CRM_Core_Permission::check($permissions, $contactId = NULL) in /...
0
votes
0answers
15 views

Joomla has no CiviReport permissioning, so how can I limit reports to individual users?

Welp, after the disappointing realization from this question -- that unlike the Drupal and Wordpress implementations, CiviCRM in Joomla does NOT include permissioning for individual CiviReports -- I'm ...
1
vote
2answers
28 views

how to set permissions on individual CiviReports (permission options not shown!)?

I wanted to create several reports that are limited to specific CiviCRM ACL roles. But I can't, because when I view the "Access" tab for the report settings, there are no permission fields shown. ...
1
vote
1answer
43 views

How can I see which contacts have been assigned which roles and permissions?

How can i find out which contacts have been assigned which roles? I am looking to ensure that only a few key staff can access and edit our database... I can see we have two roles set up but I don't ...
1
vote
1answer
23 views

Wordpress profile permissions to select contact reference field

We are in WordPress, which is new to me. We have a registration profile that includes a custom field which is a contact reference field filtered to include only a specific group of contacts. When I'm ...
2
votes
1answer
21 views

Adding multiple Case Coordinators in a Drupal webform?

I've got a multi-site with the following roles in Drupal: Site admin (full access) Local admin (can view all contacts) Case Manager (can view all Cases) Staff (using ACLs, can view site-specific ...
3
votes
1answer
20 views

How do I automatically add a user to a Backdrop (or Drupal) role?

I figured out how to automatically add a newly-created user to a group when they fill out a contribution or event page, but I want to add them to a Backdrop role as well. How can I do that?
1
vote
1answer
28 views

Unable to list groups with CiviCRM API

When I run the API command (via CiviCRM API Explorer) to list all the "Mailing Lists" i.e. $result = civicrm_api3('Group', 'get', ['group_type' => "Mailing List"]); I get the full list of mailing ...
0
votes
0answers
18 views

CiviMobile on a multi-site - permissions issue

I don't know if this is a bug or expected behaviour, but according to the permissions for CiviMobile, people with permission to view all activities (and edit their own own contact) should still be ...
0
votes
0answers
40 views

CiviMobile: Minimal Permission for CiviMobile

i am testing out CiviMobile deployment with my CIVICRM (Wordpress 5.0 CIVICRM 5.13) and wanted to see how the app works with a log-in account that has restricted access to selected records in the ...
1
vote
1answer
22 views

CiviCase not strictly adhering to permissions?

I have a use case where 'volunteers' deal with casework on an area basis, with a 'supervisor' for each area. Volunteers can add contacts, and view their own cases. Supervisors can view all cases. ...
2
votes
1answer
32 views

CiviCase - Edit Actions with permission: “CiviCase: access my cases and activities”

Im Configurating CiviCase and I have seen that if a contact has the "CiviCase: access my cases and activities" permission, he cannot use the actions of the assigned roles. I understand that this ...
2
votes
0answers
12 views

Contributions “on behalf of an organization” automatically grant permissions — can that be turned off?

I was asked whether it is possible to turn off the automatic permissions that are granted when someone fills out a contribution form "on behalf of an organization": I assumed I could edit the ...
1
vote
1answer
38 views

Can't view “Public View” of “Scheduled and Sent Messages” as a Super User admin in CiviCRM. Incorrect URL being constructed

(Joomla 3.9.8) (Civi 5.14.1) When signed in as a Super User in CiviCRM, I am getting an error when trying to view the "Public View" of "Scheduled and Sent Messages" for Civi Mailings. The error ...
1
vote
0answers
20 views

How to assign the access civiMember permission

I would like to use civimember. I clicked the membership tab, but nothing opened. No add membership appeared. Do I need to assign the access CiviMember permission? And how do I manage to assign?
3
votes
1answer
107 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 ...
1
vote
1answer
60 views

CiviCase permissions break My Cases dashlet and CiviCase Dashboard

CiviCRM 5.14.0 Drupal 7.67 Users with CiviCase permission "access all cases and activities" have no issues, but users with "access my cases and activities" get an error ("DataTables warning: table ...
2
votes
1answer
30 views

CiviCRM Individual Contact Inherits fields from Organisation

I am wondering is it possible to Copy fields from a Organisation Contact depending on relationship? For e.g. If there is a relationship between Contact A and Contact B can Contact B inherit fields ...
5
votes
1answer
61 views

Access Denied to CiviMail Opt-Out Form

The Unsubscribe link (in mailings) works fine if I am logged in as administrator, but I have "Access Denied" to the opt-out form if not. (I have defined an Unsubscribe Group, with public visibility) ...
2
votes
2answers
77 views

Non-admin user can't reserve survey respondents without getting error “Missing Interviewer contact.”

WordPress 4.9.10 CiviCRM 4.7.29 When I'm logged into CiviCRM as an admin, the process of reserving respondents for a survey works fine. However, if I'm logged in with a WP "Contributor" role (which ...
0
votes
1answer
70 views

Public URL for CiviMail: access denied even for admin

Drupal 7.67, CiviCRM 5.13.5 Hey everyone, Trying to view a mailing I've sent through CiviCRM before. I'm logged in with my admin account with all permissions granted. I've navigated to the ...
0
votes
1answer
23 views

What permissions are needed to edit Mosaico templates?

My guess it that template creation and editing requires Administer CiviCRM - but wanted to check in and see if there was another way. Thanks!
5
votes
1answer
44 views

View contacts but not activities

I'm a bit stumped on permissions. I'm trying to create a user role that can See and edit any user See and edit custom fields for the user NOT see or edit activities for any user NOT see any ...
4
votes
1answer
25 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 ...
1
vote
1answer
24 views

Using profile for people to submit activities

How can I create a data entry profile that creates an activity? Example: We train peer leaders, who then meet with mentees. We'd like them to submit their meeting information (e.g. duration, # of ...
0
votes
1answer
12 views

How to restrict the Donors to have limited functions of CiviCRM?

Here is what I have in mind... The donor needs to have access to submit credit card donation/events and View only his historic contributions. He needs to access his basic contact info and edit if ...
1
vote
1answer
33 views

Is there a way to bulk edit relationship permissions?

I have about 70 organizations that we imported with individuals - that will have permissions to view and update information. Is there a way to make sure they can have that permission when we import ...
2
votes
1answer
39 views

Profile only works for logged in users

I Have created a membership directory and it works fine when I am logged in but as soon as i log out I get this message - The requested Profile (gid=1) is disabled OR it is not configured to be used ...
0
votes
1answer
38 views

How to allow anonymous user to edit their contact details on CiviCRM?

I have created a profile with following fields First Name Last name Street address Postcode Phone My plan is to include the profile link to Contribution Receipt template with hash and let the donor ...
0
votes
1answer
25 views

Is it possible to assign a “custom group” to a specific roles of users?

I have a custom set of data that I wøuld like be only visible to users with specific permission. is it possible to achieve? thanks
2
votes
1answer
45 views

Civicrm permissions for different departments

can anyone advise if civicrm supports permissions at department level for a business. So that all departments have access to create/edit an event within their department. They don't have access to ...
0
votes
1answer
30 views

How to set a permission using drupal ACL?

I am developing an extension. I want to provide permissions using drupal. I am using following hook for creating a permission hook_civicrm_permission(&$permissions); But, how to do that (means ...
3
votes
1answer
47 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 ...
1
vote
0answers
20 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 ...

1
2 3 4 5