Access to the Case Dashboard Dashlet

[ailgm]

When customizing the CiviCRM dashboard, my admin account includes a "Case Dashboard Dashlet", but other roles I've set up don't show it as available.

What permission or setting determines which users / roles can see this?

[demeritcowboy]

I think it's tied to whatever the permissions are for the underlying CiviReport. But to be honest I'm not sure about "Case Dashboard Dashlet". I would think it would be this code below, in which case you'd need either access all cases or access my cases:

https://github.com/civicrm/civicrm-core/blob/master/CRM/Dashlet/Page/CaseDashboard.php

[ailgm]

There are two specific roles I'm trying to get this working with.

Both have these permissions:
 CiviCase: access my cases and activities
 CiviCase: access all cases and activities
 CiviCase: add cases

One has these permissions (the other doesn't):
 CiviReport: access CiviReport
 CiviReport: access Report Criteria
 CiviReport: administer Reports

Both roles can access the Case Dashboard from the menu (at /civicrm/case?reset=1), but not the Dashlet form.  I thought it might be tied to the two permissions (access my cases or access all cases) too, but it seems not.

[demeritcowboy]

You could try something like running the following SQL query on your database. CiviCRM should then rebuild the available dashlets. Make a database backup first, or at least the civicrm_dashboard_contact table.

delete from civicrm_dashboard_contact where contact_id='the contact id';

where "the contact id" is the contact id for the contact that is having the problem.


It's also possible you need "administer civicrm" permission, but I don't see any evidence of that.

[ailgm]

Thanks for the ideas.  Unfortunately ...

New contacts have this problem, so I don't think it's a matter of rebuilding the available dashlets for a particular contact whose data might be corrupted.

Granting "administer civicrm" permission doesn't add it (but it does open up a lot of other stuff I don't want those users to access).  Neither does "administer civicase".

[demeritcowboy]

Actually I think this is a core configuration error. It's looking for an older permission that doesn't exist anymore.

Can you run these SQL queries to update the config:

1) select id from civicrm_dashboard where label='Case Dashboard Dashlet';
This will give you the id number. In mine it's 5. Since it's core stuff yours is probably 5 too.

2) update civicrm_dashboard set permission='access my cases and activities,access all cases and activities', permission_operator='OR' WHERE id=5;
But change the 5 to whatever number you have.

Currently it's set to "access CiviCase", which isn't a possible permission. It used to be, but I think that was before dashlets existed so it's a bit odd.

[ailgm]

That was it.  The id in mine was 4.

Thank you.

[demeritcowboy]

https://issues.civicrm.org/jira/browse/CRM-15211