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Restrict access to virtual terminal

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  • Restrict access to virtual terminal

    We recently noticed that, via the virtual terminal in Salesforce, C&P provides the ability to charge the "card on file" for any new transaction. We are not comfortable with our users have access to this ability, so I need to restrict access to the VT in Salesforce. None of the permission sets allow access to the C&P records but block access to the VT. I tried changing object permissions by profile for all VT-related objects, and visualforce page access, but users are still able to access the VT via pages like "transactions." How do I block access to the Virtual terminal in salesforce?

  • #2
    Good day!

    Please grant us access and one of our developers will create a permission set for you.

    In release 10 due out next year you will have granular permission for this type of restrictions.
    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/
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    Comment


    • #3
      Okay. I granted access.

      Comment


      • #4
        Good day!

        Sorry it seems like we did not update this post even though we resolved the issue the next day.

        We created a permission set:

        Click image for larger version

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        All permission sets were cloned and removed the following VF pages:

        Click image for larger version

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        Please try the permission set for the users you don't wish to have access and let us know if it does what you want.

        Sorry for not updating this post in a timely manner. You have had these permission sets since Dec. 13.
        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

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