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1answer
12 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
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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
32 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
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0answers
18 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
44 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
27 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
26 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 ...
3
votes
1answer
48 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
1answer
68 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
47 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
11 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
34 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 ...
3
votes
1answer
18 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
23 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
11 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
23 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
23 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
26 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
42 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
21 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
42 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
vote
0answers
45 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 ...
2
votes
1answer
48 views

CiviVolunteer Permissions vs CiviCore Permissions

Getting an error CRM_Volunteer_Permission::check($permissions) should be compatible with CRM_Core_Permission::check($permissions, $contactId = NULL) on line 151 of CRM/Volunteer/Permissions.php. Pops ...
1
vote
1answer
72 views

Can't access custom fields used in event registration

Versions: Drupal 7.63 CiviCRM 5.9.1 Custom Fields: Created custom fields with Field Type of Autocomplete-Select with lookup for following fields: Institution Area of Study Year of Graduation Used ...
2
votes
3answers
27 views

Is there a way to hide certain transactions from general viewing?

In my organization, everyone raises support through Civi's typical donation processing. Because everyone can view all of the records (both contact and transactional), it's easy for people to see how ...
2
votes
1answer
45 views

How to limit access to manage/create contacts by type via user roles?

Have a small franchise type non-profit organization in which multiple level users within the org need access to tools within civi, however, we do not want base level users that are managing their ...
2
votes
1answer
35 views

CiviCRM access for Wordpress custom group users

I am using CiviCRM 5.8.1 (update to 5.8.2 will be done shortly) on Wordpress 5.0.1 with German localization. For extended permission management on WP, I use Advanced Access Manager. I created a group ...
2
votes
2answers
17 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
20 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
68 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
52 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
24 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 ...
1
vote
1answer
23 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
49 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
25 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 ...
1
vote
2answers
47 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
69 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
16 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 ...
2
votes
0answers
28 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
31 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 ...
0
votes
1answer
34 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
60 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
26 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
22 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
31 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
28 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
95 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
37 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 ...