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User cannot reconcile payee temporary contacts

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  • User cannot reconcile payee temporary contacts

    Hi,

    I'm running into an issue with my non-System Admin users managing temporary event contacts. The user in question can create new events (she has the "view all data" permission) and she can manage the temporary "attendee" contacts, but when she attempts to reconcile the temporary contacts on the "payee/registrant" side she runs into an insufficient permissions error.

    I have tried to give her just about every possible permission that could be relevant to this process and am still running into the issue. I've granted login access and my org ID is 00Di0000000Jd3e. The user in question is Samantha Harris who is on our "Program Staff" profile. I'd prefer that you not make adjustments to any of our permissions but rather just tell me what changes need to be made to allow her to manage temporary payee contacts so I can do it myself and know how to adjust other profiles who may need this access in the future.

    Thank you in advance for your help!

  • #2
    Good day!

    We resolved the issue for you. The problem was: C&P Temporary Contact Field-Level Security for profile

    Here is the image:

    Click image for larger version

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

    p.s. since we don't have access to that profile we cannot test if it has been fixed. Please let us know if it has been fixed by logging in as that profile.
    Regards,
    Click & Pledge Support Department

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