Questions tagged [permissions]

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create mailing - unable to load recipient group - insufficient permission

I am using Mosaico and have a problem with the selection of Recipients for Mailings. When I try to select a recipient civicrm seems to be searching infinitely for recipient groups and my firefox ...
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0 votes
2 answers
24 views

cleanup caches changes file permissions

My site (on a VPS running CPanel, CiviCRM 5.49.3, Drupal 9.3.14) currently has file permission issues. This hasn't always been the case, and I don't know the in initial cause for the problem. Due to ...
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3 votes
1 answer
56 views

Allow deletion of contacts but not in trash?

I have the impression that many CiviCRM users share this scenario: They would like to allow everyday users to delete contacts and they are happy about the fact, that in case of mistakes these can be ...
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  • 131
2 votes
0 answers
15 views

Receipt for recurring membership payment includes a link to enable cancellation. Why doesn't it work?

I'm setting up a recurring membership payment using stripe. Using the test drive page the transaction goes through fine, and I get a receipt. The receipt includes a link of the form: https://mydomain....
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  • 3,664
1 vote
1 answer
55 views

What does IDS (Intrusion Detection System) exactly? What happens if I disable it?

One of my clients sends emails with click-through links. And sometimes, after clicking on the link, the following message is displayed. I did some research. The error is generated from a piece of code ...
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2 votes
1 answer
16 views

upgrade to 5.49 on Wordpress unzip and file permissions

In following the instructions for upgrading on a wordpress cms (https://docs.civicrm.org/sysadmin/en/latest/upgrade/wordpress/), I backed up all the existing files and renamed the existing civicrm ...
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0 votes
0 answers
8 views

Restricting (viewing, registering for) a specific event to a membership type

CiviCRM 5.48.0, WordPress 5.9.3. I want to be able to create an event and have it only visible to certain membership tiers. This looks like it should be possible using ACLs, but, ACLs are assigned to ...
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0 votes
2 answers
31 views

If you set a report access permission to everyone, includes anonymous, can it be viewed publicly?

Wordpress - Civi 5.48 I created an event report and I want it so anyone can view who is attending by using the link. I figured out the link part - https://example.org/civicrm/report/instance/44/ I ...
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  • 3,122
1 vote
2 answers
25 views

Permissions and admin approval of additions and edits

I'm setting up an instance on Drupal for an organisation to use with delegated data entry roles. The main admin person would like a workflow step that requires her to approve any additions or edits to ...
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2 votes
0 answers
20 views

Determine which permission is needed?

When I am testing my site and I run into a "permission denied" error, is there a way to determine what specific permission is needed? Even in reviewing the stack traces in the logs and what'...
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  • 226
0 votes
0 answers
18 views

Stop exporting to PDF/CSV etc

Is it possible to restrict the ability for people to export to CSV/PDF/XML etc? We want people to work out of Civi and this is one way I can see us achieving that goal
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1 vote
0 answers
16 views

CiviCRM permission edit message templates only applies to email templates not print/merge templates

Can anyone confirm that the edit message template(s) (or edit user-driven message templates) permission only applies to email templates and not also to print/merge templates? Or am I missing a ...
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  • 2,416
0 votes
0 answers
41 views

Failing to send test email

I'm trying to send a test email to myself but it keeps showing me this message:"Could not identify any recipients. Perhaps your test group is empty, or you tried sending to contacts that do not ...
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1 vote
0 answers
21 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 ...
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1 vote
0 answers
32 views

Upgrading to 5.45.1 get error

Upgrading from 5.27.2 to 5.45.1 on Drupal 9.3.2, used civicrm_drush module, also tried with UI. Getting following Error: log file details [info] Running task: Update legacy prefix id token in ...
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0 votes
0 answers
12 views

Permissioned relationships removed when contact registers for an Event

For each of our member organizations, we define relationships between each org and individuals so individuals can inherit the organization's membership. For each organization, we grant one of the ...
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  • 485
2 votes
1 answer
73 views

Sharing access to a search kit display table with non-admin user

I need to share search kit display tables with Civi users who are not at the admin level. These users have access to view all the contacts in the search, and all tables relevant to the search. I'm ...
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1 vote
1 answer
24 views

Unable to access CiviCRM permissions under Joomla Global Configuration

This is a new install of Joomla! 3.10.2 Stable [ Daraja ] with CiviCRM version 5.37.0 installed. I am trying to access CiviCRM permissions from the Joomla menu bar: System/Global Configuration/CiviCRM ...
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  • 21
2 votes
1 answer
24 views

CiviMail permissions missing?

Within the CiviCRM_navigation table / Navigation Menu UI, it shows the permissions needed to access a navigation link. I see the 'Mailings' navigation permissions parameters of: access CiviMail ...
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  • 2,914
0 votes
2 answers
53 views

Group search not available on all search screens except for search builder

Ever since Civi 5.35.2, group search does not populate for non-admin users. See discussion here: https://github.com/civicrm/civicrm-core/pull/19372. Before all groups would show. On multisite. Users ...
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  • 2,914
1 vote
1 answer
41 views

Drupal permission required for CiviCRM home page?

What is the minimum required Drupal permission to access drupalroot/civicrm?reset=1? I'm trying to set up a role for users who need access to the contacts database but shouldn't have any admin rights. ...
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3 votes
1 answer
49 views

Administer CiviCRM vs. administer CiviCRM System

What's the difference between the 'administer CiviCRM' and 'administer CiviCRM System' permissions? What are some examples of system administration tasks that are permitted under 'administer CiviCRM ...
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0 votes
0 answers
28 views

Deleted Administrator

I accidentally removed the administrator role from myself, and now I can't get into my site. When I try to log in, I get the access denied message. If anyone knows a workaround for fixing my silly ...
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0 votes
1 answer
27 views

Anonymous user permissions column missing

Our users trigger a “you don’t have permission to access this page” error when trying to make a contribution or opt out of an email. I’ve read some responses on SE about setting permissions for an ...
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  • 1
3 votes
1 answer
33 views

Give anonymous users access to a report's contents?

I want to make a CiviReport accessible to anonymous users. I can set the report's "Access" to allow anonymous users, but I want them to see the results of the page without giving them the ...
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1 vote
1 answer
45 views

CiviCRM does not have permission to write temp files - halts the system

My website stopped working due to a CiviCRM problem, all I see is: "CiviCRM does not have permission to write temp files in ...wp/wp-content/uploads/civicrm/templates_c/en_US/,exiting" My ...
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0 votes
1 answer
16 views

How can I customize the user-access to Mailing lists?

Its not clear to me how I as an admin can control the access for different groups to their mailing lists. For example, the leader of group A should be restricted to mail to group A. Is it possible to ...
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0 votes
1 answer
43 views

Searchable Profile fields do not work

I have an issue on creating profiles. When I create a profile with several fields such as "First Name" "Past Name" "E-Mail" and some Custom Fields and I set these fields ...
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0 votes
0 answers
24 views

Restrict Access to Contact Record

Is it possible to restrict access to specific contact records? I understand that we can place people into groups, but in certain confidential situations, I only need specific users to not be able to ...
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  • 1,101
1 vote
0 answers
24 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 ...
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  • 111
1 vote
2 answers
25 views

SEPA Mandate not visible on Contact anymore

I have recurring sepa mandates on contacts (Members) but I can't see them while looking at the contacts. The mandates are working and I can create the XML Export for the bank. From the contact I can ...
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2 votes
2 answers
153 views

User Dashboard and Edit Profile for Organization

We have set up a User dashboard for individuals, and a profile so individuals can update their address, phone, email, etc. It looks like this: We would like to set up something similar for an ...
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  • 81
2 votes
1 answer
50 views

What replaced the "access CiviCRM" permissions?

There used to be a CiviCRM permission in the CMS for "access CiviCRM" - and most of the resources mention this. But its gone now (CiviCRM v 5.33, Drupal 7.78) and I need to give some users ...
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1 vote
1 answer
104 views

CiviMember permission issue on net new Wordpress install

I am working with a test installation of CiviCRM 5.33.0 on Wordpress 5.6 on a local Debian 10 install, MariaDB database. Vanilla Wordpress, no additional plugins other than CiviCRM. Configuration ...
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0 votes
2 answers
45 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 ...
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  • 2,846
0 votes
0 answers
43 views

Issue on Event registration with Wordpress-CiviCRM, message "You do not have permission to access this page."

We had to reinstall wordpress after a Malware infection. We have now the version WordPress 5.5.3. We are now facing an issue with the registration for an event. In CiviCRM, It is working well if we ...
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1 vote
2 answers
63 views

Change permission to "Print Report" in CiviCase

I want to modify CiviCase so that every user with the right "view my cases and activities" can see and use the "Print a Report" button in the Case View. Right now, this is only ...
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  • 431
0 votes
1 answer
42 views

Users denied unsubscribe function

Using CiviCRM generated URLs in the mandatory footer of a Civimail bulk mailing users are presented with error: CiviCRM You do not have permission to access this content. The url form is: https://...
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  • 11
1 vote
1 answer
17 views

Is there a way to create specific permissions for a tab of information?

Is there a way to add more permissions to custom tabs that we add to Civi? I would like certain tabs of information in a contact record viewable/editable to some users but not to other users. Thanks....
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  • 367
1 vote
0 answers
37 views

CiviCRM API issue

On our multi-site build we have been using the API functionality to send member info to a partner platform so that when a member logs in to our one of our websites and clicks a link their information ...
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1 vote
2 answers
60 views

Problem with permissions to edit message templates

I have recently upgraded from CiviCRM 5.24 to 5.27.2 (on Drupal 7.72), and a user reports a new problem with editing message templates, specifically the User Message Templates. She can open the ...
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1 vote
0 answers
22 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 ...
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  • 1,640
1 vote
0 answers
41 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 ...
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1 vote
0 answers
20 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 ...
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0 votes
1 answer
43 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 ...
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  • 867
0 votes
1 answer
18 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 ...
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  • 139
1 vote
1 answer
74 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 ...
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  • 48
2 votes
0 answers
24 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 ...
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1 vote
2 answers
53 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 ...
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1 vote
1 answer
45 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 ...
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