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Author Topic: Permissions for Users to see/edit Contacts  (Read 3138 times)

kenlyle

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Permissions for Users to see/edit Contacts
March 03, 2008, 07:03:43 am
I am trying to build up a role that has minimal, i.e. read-only access to Contacts.  What permissions would cover that?  and which blocks?  or would I need a menu option?

I have a role called volunteer1 which has
access CiviCRM
access Contact Dashboard
access all custom data
profile listings and forms
view all contacts

as well as the Quick Add and Shortcut blocks - but I am not getting any way for volunteer1 to view Contacts.  What am I missing?

How about read-only, except can also record activities?  Is that possible?

Thanks,
Ken

Dave Greenberg

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Re: Permissions for Users to see/edit Contacts
March 03, 2008, 12:01:27 pm
Ken - The permissions you've listed should do most of what you want. The one hitch is that the access is truly read-only (they can't record activities). You do need to have the CiviCRM menu block enabled - which will contain "CiviCRM Home", "Find Contacts" and "Manage Groups".

I've created a "volunteer" role with those permissions on the 2.0 demo - you can login and see how it functions:

http://drupal.demo.civicrm.org

login is:
username = volunteer
pw = volunteer
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kenlyle

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Re: Permissions for Users to see/edit Contacts
March 03, 2008, 12:52:37 pm
THANKS.  The volunteer/volunteer user on the demo site was very helpful. 

For some reason, I had turned off the CiviCRM link on my main navigation.  I am sure it made sense at the time.

So now that I have read-only users, is there a next step up the food chain, any granularity at all, where I can give people limited add and/or edit rights?  Specifically, to activities, right?  Because your most entry-level volunteers might be out canvassing, or making phone calls, etc., but you might not want them monkeying with the financials, for example.

Is it possible to give
edit contributions   
edit event participants   
edit grants   
edit groups   
edit memberships

without giving "edit all contacts" ?  When I do that for my volunteer, I can't add contributions or event registrations, so it looks like maybe "edit all contacts" is some kind of gatekeeper?

Back again...Yeah, I activated "edit all contacts", and now the volunteer can process a contribution, or add activities and memberships, so it is a "gatekeeper".  But now the user also gets the Edit button on the Contact page, which I may not want.  But there is a non-recoverable error when I try to Edit Melinda Adams when logged in as volunteer, so the user technically *can't* edit.

The backtrace is:

backTrace

/home/evolve/public_html/drupal4/sites/all/modules/civicrm/CRM/Core/Error.php, backtrace, 245
/home/evolve/public_html/drupal4/sites/all/modules/civicrm/CRM/Core/Invoke.php, fatal, 254
/home/evolve/public_html/drupal4/sites/all/modules/civicrm/CRM/Core/Invoke.php, contact, 98
/home/evolve/public_html/drupal4/sites/all/modules/civicrm/drupal/civicrm.module, invoke, 327
, civicrm_invoke,
/home/evolve/public_html/drupal4/includes/menu.inc, call_user_func_array, 418
/home/evolve/public_html/drupal4/index.php, menu_execute_active_handler, 15

I'll put this on the bugtracker as well.
Ken

« Last Edit: March 03, 2008, 01:14:25 pm by kenlyle »

kenlyle

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Re: Permissions for Users to see/edit Contacts
March 03, 2008, 01:23:57 pm
Wow.  The error I got seems to be related to this issue: http://issues.civicrm.org/jira/browse/CRM-2010

So, unless I misunderstand, I have to allow "edit all contacts" to enable the user to record anything relating to the contact, and in order for the Edit button to not cause an error, I have to allow "add contacts"  :'( - which is more open than I'd like the database to be, ideally.

Have I made some simple error?

I believe that there's a more robust permissioning system on the board for somewhere later in the 2.x series...I'll be looking forward to that...

Thanks,
Ken

Donald Lobo

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Re: Permissions for Users to see/edit Contacts
March 03, 2008, 02:06:57 pm

yes a more robust permissioning system is currently scheduled for 2.2 or 2.3

lobo

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  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
  • Using CiviCRM »
  • Post-installation Setup and Configuration (Moderator: Dave Greenberg) »
  • Permissions for Users to see/edit Contacts

This forum was archived on 2017-11-26.