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Access to Contact Alias

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  • Access to Contact Alias

    Hi,

    How do I allow one of my users to have acces to the Contact Alias? I've added her to the all permissions set assignments but she still doesn't have access. Please help. Thanks,

  • #2
    Good day @mjokiman

    Alias permissions are not included with the permission sets we provided in the package. You need to create another permission set or give permission at the profile level for the Alias object.
    Regards,
    Click & Pledge Support Department

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    • #3
      How do I do this?

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      • #4
        Good day @mjokiman

        You can go to the respective profile of that user and assign the permissions for the Alias object.

        Click image for larger version

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        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

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        • #5
          Hello, CnP.Support.AM - can you advise of path to edit permissions for Alias object? I can not reach the screen above.

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          • #6
            Good day @fielding

            Click on the Setup > Manage Users > Profiles > choose the respective profile > search for "C&P Contact Alias" under "Custom Object Permissions".

            Hope that helps.
            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

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