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Author Topic: New user role can't create new contact in CiviCase  (Read 559 times)

civieric

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New user role can't create new contact in CiviCase
May 28, 2014, 11:59:12 am
I've created a new WP role, Businessmanager with permissions:
         CiviCRM:add contacts
            CiviCRM: view all contacts
            CiviCRM: edit all contacts

But when a Businessmanager tries to create a new contact when creating a new case, this error appears:

     Sorry but we are not able to provide this at the moment.
     The requested Profile(gid=4) is disabled OR it is not configured to be used for 'Profile' listings in its   Settings OR there is no Profile with that ID OR you do not have permission to access this profile. Please contact the site administrator if you need assistance.

Since this problem does not arise for user:admin, I'm assuming it's a permission thing. But what do I need to change? Allowing "CiviCRM: profile view" did not help. The other 'profile' options seem to relate to things done to profiles (edit, create, etc) rather than to a profile being available to a particular user.

What am I missing?

joanne

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Re: New user role can't create new contact in CiviCase
May 28, 2014, 04:01:45 pm
When dealing with a permissions issue I find it helps if a complete list of the permissions assigned to the user is provided.

Profile create lets a user enter information into a profile and Profile edit lets a user edit existing information in a profile so your Business manager will need those permissions.

The most common reason for not being able to access a profile is because it contains a custom field and the user does not have the access all custom data permission.

(All three of these permission are often given to anonymous users so that they can, for example, sign up for memberships.)

Have you given add cases to the business manager, they will need that to create new cases.

BTW the documentation on permissions is being rewritten at the moment.

civieric

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Re: New user role can't create new contact in CiviCase
May 29, 2014, 05:11:27 am
Thanks. I was misunderstanding the meaning of the permissions.  The book says, "By creating a Profile, you are able to pick and choose only those fields that are relevant for a specific purpose. " So that's why I didn't think 'Profile create' and 'profile edit' had anything to do with adding content to an existing profile (existing set of fields). That is, I took those to be profile-design permissions, not profile-use permissions. Hopefully that's one thing the re-write of the permissions documentation will make clearer. (The admin menu uses 'add profile' for designing a new profile. But I don't see a CiviCRM permission called 'add profile.')

Yes--I had added 'add cases' for the bus mgr and that part is working ok. Also had already added the custom data permission.

Thanks again.
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This forum was archived on 2017-11-26.