Insufficient privileges to access attendee reports for C&P Events

[Allison]

We recently upgraded and now any staff who doesn't have administrator rights can't download the attendees lists for an event. They receive this error message:

Insufficient Privileges

You do not have the level of access necessary to perform the operation you requested. Please contact the owner of the record or your administrator if access is necessary. For more information, see Insufficient Privileges Errors.

I looked through the permission sets set up for "HTN User" which is custom and can't figure out which one is the right one. I've given access and our company Salesforce ID is 00DG0000000h7RM

[CnP.Support]

Good day @Allison,

Please let us know the User that has problem so we can review his/her permissions.

[Allison]

The user profile is "HTN Standard User" the specific person is Shanise Taylor but this needs to apply to all the users under the HTN Standard profile.

[CnP.Support]

Good day @Allison,

Please let us know exactly what permission you want for these users. Do you want them to only download the reports or be able to do all things event, aka event admin?

[Allison]

For now we would like them to be able to download the reports, but could you also show me how to make someone an event admin as well for future reference?

[CnP.Support]

Good day @Allison,

As requested we created 2 permission sets as shown below:



You may assign these permission sets to any user you want to have reporting or admin rights.

Assigning the Permission Sets to:

• Single User: https://help.salesforce.com/HTViewHe...language=en_US
• Multiple Users: https://help.salesforce.com/HTViewHe...language=en_US

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

[Allison]

Hello again, I had assigned the C&P Event Report Permission Set to all the users under the HTN Standard user profile. Those people are getting the insufficient privileges error again when they try and download attendee reports. I've given you all permission to access my account. Our company Salesforce ID is00DG0000000h7RM

[CnP.Support.AM]

Good day!

We reviewed and noticed that you are a version behind as per the latest release. We recommend you to upgrade to latest version of our apps as we have permission set included with the package. Once you upgrade to latest version you may can delete the old permission set which was created by us since those won't work in the latest release.

Let us now if you would like us to upgrade your instance with latest release.

Thanks,

[Allison]

Yes, please upgrade us. Could you let me know if I need to look for any specific changes? I have a few ongoing registrations open right now.

[CnP.Support]

Good day Allison

Please see the release notes for changes in the new release. Since you have active registration we recommend that we schedule the update early in the morning to minimize any chance of issues during the upgrade. Please note that once we upgrade you will need to establish connection with C&P so you need to be ready to re-establish connection as soon as we finish the update. If you wish for us to upgrade now just let us know, else we will update it very early Monday or over the weekend.

Release notes:

• API Class Library 4.3000: http://cnp.mn/1S5jL0v
  • Previous release notes: http://manual.clickandpledge.com/Sal...ase-Notes.html
• PaaS 9.4017: http://cnp.mn/1S5jA5j
  • Previous release notes: http://manual.clickandpledge.com/Sal...ase-Notes.html
• Event 4.2015: http://cnp.mn/1S5kej2
  • Previous release notes: http://manual.clickandpledge.com/Sal...ase-Notes.html

[Allison]

Thanks for the information. Please upgrade early Monday morning so I can fix any issues when I come back into the office at 9am ET.

[CnP.Support]

Good day Allison

Sure... we have scheduled your upgrade at 6 a.m. ET on Monday, June 27.

We will update this post once the upgrade has completed.

[CnP.Support.AM]

Good day!

We have upgraded your Salesforce instance as requested.

It is ABSOLUTELY IMPORTANT that you re-establish connection between Click & Pledge and Salesforce. With this update C&P Accounts no longer are 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: http://help.clickandpledge.com/custo...rticles/803669

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

Thanks,

[Allison]

Thanks for upgrading but I am still seeing the insufficient privileges error when I try to download reports from an event as an HTN Standard user.

[CnP.Support.AM]

Good day @Allison,

We have assigned the permission set for the HTN Standard User profile users. Would you please recheck and let us know if you find any issues.

Thanks,