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Cancel Recurring Button not Appearing for Some Users

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  • Cancel Recurring Button not Appearing for Some Users

    Hello,

    The "Cancel Recurring" button appears for me system admins fine, but for non-tech users, the button doesn't appear for them at all.

    What controls that? I've tried giving them edit access to all pertinent C&P objects, and all C&P classes and VF ... but I might be missing something?

    Thanks,
    Nick

  • #2
    Good day @Unportant

    May I know what permission set you have assigned to the user? Would you please grant us login access and share the profile name so that we can review it?

    Looking forward to hearing back from you.
    Regards,
    Click & Pledge Support Department

    On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

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    • #3
      CnP.Support.AM

      Permission granted to our qa sandbox

      Thanks,
      Nick
      Last edited by Unportant; 03-11-2022, 11:38 AM.

      Comment


      • #4
        Good day @Unportant

        We have permission sets included with the package: https://support.clickandpledge.com/s...ermission-sets

        Would you please assign the following permission set to the user and see if they are able to see the cancel recurring option?

        PS-CnP-PaaS-All-Permissions



        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
          CnP.Support.AM thank you, I forgot about those (because it is confusing that their names start with "P"). But that is not ideal. Those permission sets create a sort of 'tab sprawl' that just confuses our lower-level users. I'd love to know what the specific permission is that provides access to this specific button.

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          • #6
            Good day @Unportant

            Would you please confirm whether the above-mentioned permission set working for that users? Once you confirm, we can suggest what permissions are needed.
            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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            • #7
              CnP.Support.AM it did work for those users.

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              • #8
                Good day @Unportant

                I have forwarded this to our developers to share the object's name in order to get access to the Cancel Recurring option. I will update this post shortly.
                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


                • #9
                  Good day @Unportant

                  Our developers concluded that to have access to the C&P Recurring as well as C&P Transaction page options, users must have All PaaS permissions.
                  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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