Permission to Process Temp Contacts

[andrea5j]

Hello,

Can you please create a permission set for managing/ processing temp contacts that I can assign to different users?

00D4T000000FM8G & permission granted.

Thanks,
Andrea

[CnP.Support.AM]

Good day @andrea5j

There are already permission sets included with the package for temporary contacts and others.

Please review the following KB article: https://support.clickandpledge.com/s...ermission-sets

PS-CnP-PaaS-ONLY-TemporaryContact
PS-CnP-PaaS-Event-TemporaryContact

NOTE: Please make sure that the user who is settling the temporary contacts must have the following permissions (in case of Semi-Automatic & Fully-automatic Contact Creation as well as Connected user) :

• Field-Level Security set as Visible to the Opportunity objects standard fields i.e. Account Name, Amount, Lead Source, Primary Campaign Source, & Quantity.
• Campaign creation permission is needed for the user. (for assigning these permissions goto Profile > Edit > Standard Object Permissions > Campaigns > check Read and Create permissions.) Note: Check the "Marketing User" checkbox on the user details page.
• Case creation permission is needed for the user. (for assigning these permissions goto Profile > Edit > Standard Object Permissions > Case > check Read and Create permissions.)

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