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Temporary Contact -- Insufficient Privileges

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  • CnP.Support
    replied
    Good day!

    As requested we have cleaned up the instance and removed all 1.x tabs, etc. and upgraded your instance to all the latest releases of Click & Pledge apps.

    Since you are using the dashboard we did not delete the C&P Reports. C&P Report is no longer a supported app as it was integrated into the PaaS. C&P Reports was removed from the appExchange after release of 7.x. If you decide not to use it then simply uninstall the app.

    The permission has also been fixed. The following are the changes:
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    Please test and let us know if you need any further assistance.

    Leave a comment:


  • Louise Kelly
    replied
    Hi - I just extended your access through March 4th. I also created a user and gave it the email address you gave me - although I had to make the user name a different email address since it said that email address was already being used for other SF instances. Let me know if you need anything else to figure this out. Thanks

    -Louise

    Leave a comment:


  • Louise Kelly
    replied
    Hi - I removed some of the 1.x tabs already - if you want to remove whatever is left - fine. We only have one active event right now - the Spring Gala - and we definitely created that whole thing in 2.x. I don't know why the Spring Gala is also showing up in the 1.x Events tab - I have not used that tab in ages.

    But just to be clear - that isn't my problem. My problem is with getting the permissions configured correctly on the Spring Gala Profile so that my user can process temporary contacts in Events 2.x. Please help! Thanks.

    Leave a comment:


  • CnP.Support
    replied
    Good day!

    Sure.. no problem.

    Please make sure we still have access and we will try to set it up for you as soon as possible.

    What will help us in testing is if you set up a user with that profile and use the following email: [email protected] as the email for the user. We will request the password reset to login and make sure we have all the permissions right. In the absence of a userid for verification we have to make the change and ask you to test it which can waste time.

    Let us know if you have a user that you can spare for a day or two.

    Leave a comment:


  • Louise Kelly
    replied
    OK - sorry - I actually do need help. I went back into the permissions for the Spring Gala Manager. I thought I gave all the permissions needed based on your message below, but when I log in as a Spring Gala Manager user it is STILL telling me that I have insufficient privileges when I try to process a temporary contact at the Payee level. Can you please review the permission settings for the Spring Gala Manager user profile and let me know what I'm missing?

    Thanks

    Leave a comment:


  • CnP.Support
    replied
    Do you want us to remove all 1.x tabs?

    Make sure all your links for event registration are the ones given in 2.x interface. We did not want to disable those in case you have those links in the wild.

    Leave a comment:


  • Louise Kelly
    replied
    Hi - no need to do anything - I can take care of it. I didn't realize that those three C&P object permissions were relevant to processing temporary contacts - so that probably was the problem. I can fix that on my own.

    Also that is really weird about the C&P events 1.0 - I haven't actually been using that at all this year- I've been using the new C&P Event interface. I don't even know why that is showing up? I can hide the tab - it isn't being used.

    Leave a comment:


  • CnP.Support
    replied
    Good day!

    We have upgraded your instance as required. Before we set up your permission please note that the person that processes the Temporary Contact needs to have the following permissions:

    Create / Edit / Update permission on the following objects:
    • Contact
    • Account
    • Opportunity
    • Campaign
    • C&P Alias
    • C&P Transaction
    • C&P Recurring

    When a transaction posts to Salesforce and the contact is posted to the C&P Temporary Contact no actions have yet taken place. All entries are made after the Temporary Contact has been processed. The person processing is therefore the one creating all these entries.

    Once we have confirmation about your understanding of the permissions that this person needs to have we will go ahead and set it up for you.

    Also we are seeing that you are still using the Event 1.x event. This is no longer supported and we are removing the tabs with every upgrade. We did not remove them in your instance as it appears that you are using them. Please set up all your events using the "Event Management Tab" and if OK we will remove all 1.x tabs but we need your approval first.

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    Please let us know how you wish to proceed.

    Leave a comment:


  • Louise Kelly
    replied
    Thank you for your help, and the upgrade ought to be fine (I will monitor to make sure everything continues to work OK post upgrade...)

    Leave a comment:


  • CnP.Support
    replied
    Good day!

    We have placed your request in queue and will have it completed by tomorrow.

    Since we also had a release for API & PaaS last week we will also upgrade you to the latest release. If you don't wish to be upgraded please let us know.

    Leave a comment:


  • Louise Kelly
    replied
    Hello - I completely dropped the ball on this but am now having the same problem again and it's urgent. Now we are trying to process temporary contacts for C&P Events. I am able to process all temp contacts no problem, but the person in our organization who is supposed to be processing the temp contacts is only able to do it for temp contacts in the 'attendee details' section. When she tries to do it for records in the 'payee details' section she gets an insufficient permissions error.

    This person has a profile I created called 'Spring Gala Manager'. I have reviewed the permissions for this profile and it seems like it has everything it should - but obviously I'm missing something. I just granted you guys access for a week. Could you take a look at the Spring Gala Manager profile and let me know what I need to give her so she can process payee temp contacts? I would strongly prefer not to have to give her full admin rights..

    Leave a comment:


  • CnP.Support
    replied
    Good day!

    Would you please grant us login access so we can review the profile.

    Leave a comment:


  • Louise Kelly
    replied
    Hello - I am trying to set up users who will be processing temporary contacts for C&P Events. When I give the user administrative privileges, everything works perfectly. But when I try to set up the user with anything less than an administrator profile, it says that the user has insufficient privileges. I was trying to figure out which specific permissions I needed to give the user (or to create in a new profile) so I didn't have to give this user full admin privileges. I should emphasize that the user definitely has access to C&P Events - I can get all the way to the Manage Temporary contacts tab - it's just that as soon as I click on a specific record to process the temp contact, I get the error message. Can you guide me to what user permissions I need to set up in a new profile - something that is below full administrator but enough to process temp contacts? Thanks. - Louise

    Leave a comment:


  • CnP.Support
    replied
    Good day!

    We received the following update from Salesforce regarding this issue.

    As of today: July 21, 2014 (8:15 a.m. EST)

    As discussed, the issue was because of 'Main Competitor' field which is DEPRECATED in original package. Due to which when you are trying to make a operation to access the data related to the database is not able to access deprecated fields.

    Note: we suggest our customer :
    1) to uninstall the package from all the subscriber Org when you deprecate the fields of the package.
    2) Never upgrade a beta version of package, please uninstall the package (Beta) and then try to install new version.

    We will keep you updated as we learn more from Salesforce regarding Summer 2014 release issues.

    Leave a comment:


  • CnP.Support
    replied
    Good day!

    We have discovered a permission issue which makes no sense to us within our scope.

    We have created a support case with Salesforce and are told that the case has been escalated to the Cumulus developers. There seems to be a Cumulus issue- we are working with them to determine the root cause.

    I will keep you posted & sorry for the inconvenience.

    Leave a comment:

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