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Insufficient Privileges message on C&P Temporary Contact

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  • #16
    The user now has access. Thank you! For the future, is this something we could have done on our end or did it need to be done through you?


    • #17
      Good day @rvfoodbank

      There are Permission Sets included with the package. We simply assigned that permission set to the respective user.

      Please refer to the following:

      Let us know if we can be of any further assistance.
      Click & Pledge Support Department

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      • #18
        Hello ... I have added a new user and they cannot access C&P Temporary Contacts. From our thread about this last year, I'm unclear if it was something you had to fix, or if I can grant access myself. We will continue to have a new user every year that needs access, so I would love it if I could grant access each time! Thank you.


        • #19
          Good day rvfoodbank

          The process is quite simple. All you have to do is to go to the User and add the proper permission set for the user.Our permission sets are shown below:

          Click image for larger version

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          The ones shown on the right hand side will provide all permissions for all the PaaS & Event app. There are other sets that are more restricted so you may choose them if you want the limited permissions.

          Please try it and let us know if you need more help. We can always do this for you but if you know how it is done it may be easier for you.
          Click & Pledge Support Department

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