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  • CiviCRM Community Forums (archive) »
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  • Contact Dashboard and Permissions
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Author Topic: Contact Dashboard and Permissions  (Read 1873 times)

LoganBear

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Contact Dashboard and Permissions
October 14, 2014, 10:10:47 am
I'm trying to understand the permission settings needed for the users to see their contact dashboard.  I thought that setting 'access Contact Dashboard' would be the only permission necessary, but that doesn't do it. 

After reviewing the message board, I see that I need to set 'view my contact', 'edit my contact', and 'access CiviCRM'.  Hunh????  This opens up more than what I want the users to have access to.  I want them to see their contact dashboard - not their contact page.  I control the field access through user profiles.  This is also contrary to the user/admin documentation. http://book.civicrm.org/user/current/initial-set-up/permissions-and-access-control/

Can this be fixed?

Michael McAndrew

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Re: Contact Dashboard and Permissions
October 15, 2014, 02:45:27 am
Hmm, that does sounds weird.  Which message board are you reveiwing?

https://github.com/civicrm/civicrm-core/blob/master/CRM/Contact/Page/View/UserDashBoard.php#L66 makes me think that the only permission necessary is 'access Contact Dashboard'.

Michael
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LoganBear

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Re: Contact Dashboard and Permissions
October 15, 2014, 08:40:05 pm
Here's someone else having a permission / dashboard issue: http://forum.civicrm.org/index.php/topic,34148.0.htm

I reinstalled CiviCRM with sample data, created a user with an email of a sample contact, sync'd with Civi.  I only had the 'access Contact dashboard' permission on, and the 'View Contact Dashboard' link on the Drupal user profile didn't show up.  So I thought that the user couldn't get to its dashboard.  So, I added a link to the website.com/civicrm/user?reset=1 and discovered that the sample user could access the dashboard, but now I'm getting a popup error:
Quote
DataTables warning: table id=DataTables_Table_0 - Ajax error. For more information about this error, please see http://datatables.net/tn/7

I just upgraded to 4.5.2 and still get the same results.

The Doctor

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Re: Contact Dashboard and Permissions
October 28, 2014, 10:20:37 am
I am having the same issue with the contact dashboard. Getting the same DataTables warning as well. Any suggestions?

The Doctor

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Re: Contact Dashboard and Permissions
October 28, 2014, 10:26:51 am
OK, I figured out that you don't need to have "view my contact" and "edit my contact" on in order to see the contact dashboard. However, without those, the link to "view contact dashboard" on the Drupal account page does not show up. I am just guessing, but maybe this is about what it takes to trigger the visibility of that link.

Michael McAndrew

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Re: Contact Dashboard and Permissions
November 03, 2014, 02:42:19 am
I think you are right, Doctor.  Could you please submit a issue for that so it gets fixed in an upcoming release? Would be v. appreciated.

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guruevi

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Re: Contact Dashboard and Permissions
December 07, 2014, 07:01:02 am
Has a bug report been created for this? I am having this problem in 4.5.4

Michael McAndrew

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Re: Contact Dashboard and Permissions
December 09, 2014, 03:19:30 am
You can search to see if one has been reported.  If not reporting one is a good first step.  Finding resources to fix the bug is the next step. If you can do that, it is appreciated and will help the project move forward (we all need to get involved where possible).

Michael
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Donald Lobo

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Re: Contact Dashboard and Permissions
December 09, 2014, 08:39:28 am

https://issues.civicrm.org/jira/browse/CRM-15696?jql=text%20~%20permissions%20ORDER%20BY%20key%20DESC
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Catastrophix

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Re: Contact Dashboard and Permissions
January 19, 2015, 01:18:27 pm
I am getting the datables warning in Joomla as well, but it may well be that I am not fully grasping the correct permissions settings.

In short, I want an individual contact to be able to log in to the Joomla front end and edit either their own, or their company's contact details (and custom fields at some point in the future).

If I make the individual contact a super user, everything works as expected. If I make the contact simply part of the "Registered" group in Joomla, I cannot load the "Your Contacts / Organizations" part of the user dashboard in the front end as I get the datatables warning.

As I have tried all permutations of ACL settings in both Joomla and CiviCRM, I suspect it may be a bug. Can anyone point me in the right direction? If it is a bug, what might my other options be for individual contacts to access their organisation's data without the user dashboard (this might also be a useful test for if it is indeed an ACL error on my part)?

Thanks!
« Last Edit: January 19, 2015, 01:22:05 pm by Catastrophix »
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  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
  • Using CiviCRM (Moderator: Dave Greenberg) »
  • Contact Dashboard and Permissions

This forum was archived on 2017-11-26.