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Permissions to edit Form Fields in C&P Events Management Tab

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  • Permissions to edit Form Fields in C&P Events Management Tab

    I am trying to track down which permissions control editing access to Form Fields on an event in the C&P Events Management tab. Right now, the Sys Admin profile in our Salesforce org has access, but Standard Users do not. When I log in as a Standard User and try to access Form Fields, I get an error message (attached below). I could not find anything in this Knowledge Base article. It looks like this has been addressed before in another forum post, but the poster did not share details of their fix. Can you help me?

  • #2
    Good day @cyrch

    You will need to assign the Event and PaaS all permissions to the standard user in order to give edit access to the Events.

    PS-CnP-PaaS-All-Permissions
    PS-CnP-Event-All-Permissions

    Please assign the above two permission sets to the user and let us know if that didn't work.

    Regards,
    Click & Pledge Support Department

    On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

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    • #3
      Good morning,

      I assigned the two permissions sets above to all active users. Unfortunately, that did not work. When I log in as one of our standard users, I get the same error when trying to access Form Fields.

      I have granted you login access if you'd like to take a look. Org ID = 00Df2000001K2ha

      Thanks,

      Comment


      • #4
        Good day @cyrch

        Would you please create a user for us and assign the respective profile so that we can login and review the issue?

        Please create a user and set the email to: [email protected]

        Looking forward to hearing back from you.


        Regards,
        Click & Pledge Support Department

        On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

        Join us @ the educational webinars: https://clickandpledge.com/webinars/
        Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
        Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

        Comment


        • #5
          Hello,

          I emailed that address on November 5th and 10th, but have not heard back yet. We don't have any remaining licenses to create a new user for you; do you want me to give you login information for an existing user? We have one for volunteers that isn't getting used much right now.

          Comment


          • #6
            Yes, if you could have an System Admin grant access, and also ask one of the users that is experiencing the problem to grant access.
            Regards,
            Click & Pledge Support Department

            On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

            Join us @ the educational webinars: https://clickandpledge.com/webinars/
            Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
            Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

            Comment


            • #7
              Good day @cyrch

              Since it is a standard user you may not see an option to grant us access. So, please when you create a user for us, let us know here so that we can review that email and set the password.

              Looking forward to hearing back from you.
              Regards,
              Click & Pledge Support Department

              On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

              Join us @ the educational webinars: https://clickandpledge.com/webinars/
              Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
              Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

              Comment


              • #8
                Ok, I just created a user for you, so it should have sent you an email at [email protected] to set a password.

                Comment


                • #9
                  Good day @cyrch

                  We are unable to reset the password. Would you please resend the reset password link for the user you have created for us?
                  Regards,
                  Click & Pledge Support Department

                  On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

                  Join us @ the educational webinars: https://clickandpledge.com/webinars/
                  Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
                  Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

                  Comment


                  • #10
                    Sure. I just sent you another link.

                    Comment


                    • #11
                      Good day @cyrch

                      Thank you. We are able to reset the password and logged in. We need you to also grant us login access through Admin user so that we can review the permissions.

                      Looking forward to hearing back from you.
                      Regards,
                      Click & Pledge Support Department

                      On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

                      Join us @ the educational webinars: https://clickandpledge.com/webinars/
                      Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
                      Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

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