Insufficient Privileges message on C&P Temporary Contact

[CnP.Support]

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.

• https://help.salesforce.com/articleV...ing.htm&type=0

Our permission sets are shown below:



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.

[rvfoodbank]

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.

[CnP.Support.AM]

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: http://help.clickandpledge.com/custo...ticles/2516413

Let us know if we can be of any further assistance.

[rvfoodbank]

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?

[CnP.Support.AM]

Good day @rvfoodbank

We have assigned the permission set for temporary contacts to the respective users. Please let them check now and let us know if that didn't work.

[rvfoodbank]

... Sorry, "Management" is the profile of the user, not "staff".

[rvfoodbank]

Thank you for the update. I have re-established connection in the portal. A user that was once able to access C&P Temp contacts is still unable, receiving this message: The value 'null' is not valid for operator '>'
Error is in expression '{!If(ViewList.size>2,true,false)}' in component <apexutputLabel> in page cnp_paas:cnp_temporarycontact. They are using the user profile "Staff", if that makes a difference in solving the issue. Please advise.

[CnP.Support.AM]

Good day @rvfoodbank

We have upgraded your Salesforce instance as requested. Please check with temp contact issue and let us know if they still unable to access.

It is absolutely important that you re-establish connection between Click & Pledge and Salesforce. With this update C&P Accounts are no longer needed to be added to Salesforce as the connection will automatically add the required information to Salesforce. It is extremely important that you login to the portal & re-establish connection. To establish connection please see the following KB article: https://support.clickandpledge.com/s...ion#Salesforce

Release notes:
API Class Library 4.4000: http://cnp.mn/2dhYZPt

PaaS 9.7010: http://cnp.mn/2deJfN7
Previous release notes: http://cnp.mn/2czxK2H

Event 4.4007: http://cnp.mn/2deKdZD
Previous release notes: http://cnp.mn/2czy41u

Please let us know if we can be of any further assistance.

[rvfoodbank]

Hello, I have followed the directions on the link provided above, and still have a user that cannot access Temp Contacts. Could you advise? Also, yes, please upgrade our instance with latest versions. Thank you!

[CnP.Support.AM]

Good day @rvfoodbank

This issue has raised due to NPSP 3.0 (Cumulus) which is a known issue. Please refer below thread for detail explanation:

http://help.clickandpledge.com/customer/portal/articles/2097412

To resolve it, you need to delete all the deprecated NPSP fields available on Contact and Opportunity Objects.

However, we noticed that you are at outdated versions of our apps. Please let us know if you would like us to upgrade your instance with latest versions.

[rvfoodbank]

Hello,

I have recently upgraded to NPSP3 and now some cannot access temp contacts, that once could. Please advise. I have granted 1 week access and out ID is 00Dd0000000ha6h. Thank you!

[CnP.Support]

Good day,

We have upgraded you as requested.

It is highly recommended that you re-establish the connection after each upgrade. To establish connection please see the following KB article: https://support.clickandpledge.com/s...ion#Salesforce

Release notes:

• API Class Library 4.2002: http://cnp.mn/1PXhTsC
  • Previous release notes: http://manual.clickandpledge.com/Salesforce-API-Release-Notes.html
• PaaS 9.3001: http://cnp.mn/1PXhMxh
  • previous release notes: http://manual.clickandpledge.com/Salesforce-PaaS-Release-Notes.html
• Event 4.1028: http://cnp.mn/1PXhztW
  • previous release notes: http://manual.clickandpledge.com/Salesforce-Events-Release-Notes.html

Important Consideration:

The following 2 points need to be considered as part of this update since you may see more temporary contacts than you had prior to this update.

• C&P Temporary Contact: In the 4.1x release Event's temporary contacts are part of the global C&P Temporary Contacts. Any attendee that was previously in the Event's temporary contact is now in the C&P Temporary Contact tab.
• Maintenance: The maintenance self-healing service (C&P Settings > Maintenance) reviews all C&P Data logs and attempts to fix any errors that may have resulted from the post. To resolve the error, the self-healing service will delete & re-posts the prior post. This action in most cases will resolve any error that might have happened due to NPSP's record locks, etc.

You may also join our Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

Please let us know if we can be of any further assistance.

[CGCPhiladelphi]

Yes, please upgrade our instance and resolve the post-installation issues. Thank you!

[CnP.Support]

Good day!

We reviewed your account and noticed that there are NPSP 2 deprecated fields that were not deleted as part of the upgrade. Please see this KB article: https://support.clickandpledge.com/s...recated-fields

Your instance is also in an older release which needs to be upgraded.

With your permission we can upgrade your instance & resolve the post-installation issues that were missed when you have upgraded.

Please let us know and we will take care of the rest.

[CGCPhiladelphi]

I have granted access and our ID is 00DE0000000aVim