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Questions tagged [permissions]

The tag has no usage guidance.

2
votes
2answers
14 views

Access permission for Print Merge Documents

I have CiviCRM installed on Wordpress. I am trying to limit the Print/Merge Document function shown in the below image, to only certain Wordpress roles. Is there such a setting in CiviCRM for this? If ...
1
vote
1answer
16 views

Where do I adjust the auto logout duration for administrators?

This is my first time asking a question about CiviCRM and am not sure if I am even in the right place.
0
votes
2answers
37 views

CiviCRM view activities permissions

I have a role to view contacts in a particular group granted through CiviCRM view ACL permissions (/civicrm/acl?reset=1) but even though the role can see all contacts in that group, when trying to ...
0
votes
2answers
34 views

Hosting Provider for CiviCRM

I am trying to install my CiviCRM instance on my current drupal installation that is my website which is hosted by the webgo24.de. During installation I get an error „DB Error“ and after some emails ...
2
votes
1answer
9 views

After upgrade to 5.0.1 - anonymous users can't see any events

The upgrade, in Drupal 7.58, was done some months ago. We have an annual event so I'm only noticing this after trying to set up the new event, but anonymous users can no longer view any events. The ...
0
votes
1answer
17 views

How can I change the user access permission (read write mode for different user) using drupal and civicrm?

I want to set a different values for different users(Read/write permission) by using php not by a customizing (Drupal menu - > People -> permission).
0
votes
2answers
27 views

Registration forms not submitting - What Permissions needed

Is there a specific Permissions setting we need to turn on for forms to be submitted by anonymous users registering for event? Error Message: Please correct the following errors in the form fields ...
2
votes
1answer
19 views

Permissions: profile listings and forms

Via the System Adminsitrator Guide: profile listings and forms : If you plan on collecting name and address or other information from visitors, enable this permission for the "anonymous" role. Via ...
0
votes
2answers
24 views

Edit Message Template Permission

Can anyone shed some light on the new(ish) permissions for editing message templates? I'm moving to Civi 5.5.3 on Drupal 7 and noticed that now the permissions are broken out into CiviCRM: edit ...
1
vote
1answer
46 views

Payment Page not accessible to anonymous users in Wordpress

[I have updated some information following Tamara's answer, but it is still not accessible by anonymous users] I need people to be able to be able to sign up and pay for membership. I set up a ...
0
votes
1answer
12 views

Custom Data and Screens

I have created a Custom Data field of the field type Alphanumeric Select with 3 selectable options - I want to be able to edit the options that can be selected, but when I try I get an error "This ...
1
vote
0answers
17 views

ACL Permissions and new CMS

Recently we had a civicrm install under Drupal. We have changed the install to wordpress for several reasons. Under the Drupal version we had certain users who had a branch role. They could log in and ...
1
vote
1answer
22 views

How to set user permission for a particular user?

I have two accounts. One is admin and another is observer. I want only read-only permission for demo account. Please help. If I logged in by observer account then that CiviCRM option not showing on ...
-1
votes
1answer
20 views

Batch Update Permissioned Relationships

We have a specific contact/organization relationship type that should be a permissioned relationship for the contact to edit the organizations record. When we converted to Civi many of these contacts ...
3
votes
1answer
54 views

Is it possible to restrict view to certain case activities?

We are currently evaluating CiviCRM 5.4.1 and CiviCase on Wordpress 4.9.8 One of the requirements is to limit access to certain activity types. In simple words, some users are not allowed to view ...
2
votes
1answer
24 views

What does the 'profile_listings_and_forms' permission allow?

I'm currently reviewing the permissions for a CiviCRM/WordPress site and want to make sure that I understand the permissions correctly before changing them. I've found the documentation on the ...
2
votes
1answer
20 views

Allow users other than Administrator to view report details

We are using civi 5.4.1 on Wordpress 4.9. We want to allow users other than Administrator the ability to view reports and click on the names in the reports to view that contacts details. Currently ...
3
votes
1answer
30 views

What does the 'access_civicrm_nav_link' permission allow?

I'm currently reviewing the permissions for a CiviCRM/WordPress site. Some of the user roles have the 'access_civicrm_nav_link' permission but I'm not sure what this is used for. I couldn't find any ...
1
vote
1answer
21 views

Does Extension Relationship Permissions as ACLs work on CiviCRM 5.2.3?

The Extension says it is Compatible with CiviCRM 4.7. It seems to work with CiviCRM 5.2.3, but am I safe using it? I did notice one side-effect - when this extension is enabled I can't edit the ...
1
vote
3answers
54 views

How to remove the link 'do this for different person?' on a contribution / membership renewal page

I'm obviously missing something... Wordpress / civicrm 5.4 I have a contribution / membership renewal page to allow members to renew. They need to log in before veiwing the page It presents them ...
3
votes
0answers
30 views

Disable Email Sending by Authenticated Users?

Running 5.3 on Drupal 7. Is there any built in way to disable the ability for authenticated users to send an email? Currently they can only view their own contact, but the action menu still has an ...
0
votes
1answer
17 views

ACL Permissions

I need to limit the access to a group of individuals for certain users. This is what I have done. Created a user role called Student Interactions Created a group called student Interactions Access ...
5
votes
3answers
107 views

Problem with CiviCase

I have tried to enable the access to the Access my cases and activities as per The docs here - https://docs.civicrm.org/user/en/latest/case-management/set-up/ Access my cases and activities: allows a ...
3
votes
1answer
31 views

access denied on member signup with civicrm for anonymous

My question has to do with Civicrm member signup page. I am getting an error for anonymous users that they are not allowed access to the page. I am using Drupal 7 and CiviCRM 5.3. I am relatively new ...
2
votes
1answer
28 views

Drupal Webform for Activities - CiviCRM Permissions

I have created a Webform that will be used to create CiviCRM activities for a particular (existing) client. The form is structured in such a way that the client must exist in CiviCRM first, and the ...
0
votes
0answers
16 views

Problems installing on a Terminal Server

I am having issues installing the Outlook plugin on a terminal server. I have tried two different terminal servers and get the same issue that says: "The system administrator has set policies to ...
0
votes
3answers
34 views

What Permission to display the Dashboard

What permission must I grant to a user so that he can display his dashboard (/civicrm/user?reset=1) ? (Currently running Civi 4.7.27 / Drupal 7.59)
1
vote
1answer
37 views

How can I restrict access to some CiviCRM tables at the database user level?

I have a Drupal multisite setup with two sites connected to the same civicrm database. One site needs access to all of the data as usual. But I would like to hide some data from the other site, so ...
0
votes
1answer
33 views

Permissions in CiviCRM

I would like to know if we can set permissions to user accounts where for example a user can access the donations module but not see all the records in a particular category such as donations made ...
0
votes
1answer
14 views

Receiving error message blocked 444

When attempting to give a user administrative permission I received this message :blocked 444. I can no longer access the site. I tried re-booting my computer - that did not work. How can I fix this? ...
4
votes
1answer
53 views

Only logged in users can change billing and recurring amount

We are using Civi 5.1 on Wordpress 4.9 Today we got our recurring payments to work again when we switched to IATS. When someone makes a recurring contribution, they receive an email reciept that says ...
1
vote
0answers
23 views

403 when I run most reports as super admin

I have a problem with my civiCRM installation where I am now unable to run most reports. As super admin I can browse to the report config page where I can select what I display and set filters etc. I ...
2
votes
1answer
32 views

Anonymous users can't View details of a Contact in a public directory Listing

Currently on CiviCRM 5.1.2 / WordPress 4.9.6 in my dev site and on my Live site on CiviCRM 5.0.2 / WordPress 4.9.6. The reason for the CiviCRM difference was it was my last attempt to see the cause ...
0
votes
0answers
33 views

Unwanted links “do this for different person” on membership signup page

I maintain our organization Wordpress website and want to set up an online membership registration. On the development site Wordpress is at 4.8.6 and we recently upgraded to Civi 5.0.0, but I recall ...
1
vote
3answers
50 views

wordpress edit multi-record profile fine when logged in but not retaining checksum for anonymous user

civicrm 4.7.24 wordpress 4.9.5 When logged in I can access, edit and add to a multirecord profile eg When not logged in, using identical link (domain.org/civicrm/?page=CiviCRM&q=civicrm/profile/...
4
votes
2answers
25 views

Need to redirect when permission issue happened on CiviCRM Page

I have enabled and configured access for Contribution financial type. When an anonymous user open the a contribute page, it returns the error. I need to redirect to login page in this case. I don'...
1
vote
0answers
33 views

Permissions for new files under tempates_c/en_US created using 751 permission which does not allow write for group

After templates_c and en_US files are removed/deleted, Civi will recreate new folders and files. (This is recommended when upgrading Civi). Running as Apache these folders/files are then re-created ...
1
vote
0answers
21 views

All CiviMail users can see every mailing in 'Include Mailing', even ones they shouldn't have access to

My expectation was that a user without Administrate CiviCRM permission would not be able to see another user's mailings in the Recipients: Include Mailing list. Instead a user with access over List A ...
2
votes
0answers
18 views

Reports won't save as dashlets

I cannot save Reports to Dashlets. I have taken a Membership Detail report and edited it to show me the information I want. I go to the Access tab and click on "Available for dashboard?" and Save it, ...
1
vote
0answers
59 views

Install on Drupal 7 on Synology

I have a Synology DiskStation NAS: DS918+, running DSM 6.2 Running the Synology MariaDB-10 package Running Synology Package Drupal on it (vs 7.58 as of today). Developed by the Drupal-investigator ...
3
votes
1answer
34 views

CiviReport 'insufficient permission' error running financial report after update to 4.7.29

Only since upgrading CiviCRM to 4.7.29 from 4.7.11 (on Drupal), one of my users with 'editor' role is unable to run a financial report. The error she sees is: "API permission check failed for ...
0
votes
0answers
29 views

CiviCRM Joomla Permission issue when editing custom fields in tab mode

I think i found a bug in civi. Here is the scenario. 1) CiviCRM permission in Joomla ACL for the user account: view my contact - allowed edit my contact - allowed access uploaded files - allowed ...
1
vote
0answers
22 views

Some links are thowing 403 error

Survey creation is throwing "403 error - The Web server is configured to not list the contents of this directory or you do not have enough permissions to access the resource" I am experiencing same ...
2
votes
2answers
36 views

Tags not saving in Profiles

USAGE: I've created a Profile that includes the global Tagset. I'm using it to designate a Region Tag for all Contacts as we roll out a directory. The Tags have values such as "Northeast", "...
1
vote
1answer
37 views

How to add a secondary Case Role that has access to Activities they are not 'on', eg ones that existed before they were added

We want to add a secondary case role that is similar to Case Manager with slightly less permissions (eg cannot change/add case roles, can't delete case etc). We have a relationship that can be added ...
0
votes
0answers
32 views

Seeking recommended file permission structure for Civicrm with Wordpress

Twice now, After saving as multilingual the civicrm localization page in a new wordpress installation,I got DB Error: no such table. the second time was on a brand-new working civicrm installation in ...
3
votes
1answer
44 views

Using ACL for event registration

I have a use case where there are public and non public events. Public events should be seen by everyone and can be registered for. Non public events should only be seen and registerable for a certain ...
1
vote
1answer
36 views

How to hide configuration tabs of a report with the “print to pdf” action remaining active?

I want a category of users can access some reports, view the results on the screen and print them to PDF. And to prevent any modification of the criteria, I want all the report configuration tabs to ...
1
vote
1answer
55 views

CiviCRM AJAX api Permissions

Background I am working on a React app for event participation management using the CiviCRM ajax API. There is a little more to this that isn't relevant. Each user has access to their own API key, ...
3
votes
3answers
67 views

How to restrict access to CiviMail's reports, e.g. click rates

If one sends out a mailing using CiviCRM, one can access an overview of the mailing's result from the mailings menu (see screenshot). From this summary you will also be able to access more detailed ...