Knowledge Base

Donor Management with Salesforce: User Permissions for Virtual Terminal Only

Use the following path to setup permissions for your User:
Setup > Administration Setup > Profiles > Edit (for the appropriate User profile)
Refer to following image:

Dashboard

Step 1: Under Custom App Settings, find ‘Click & Pledge Payment-as-a-Service ’ and add check mark to make Visible.
 
Dashboard
 
Step 2: Under the Tab Settings section, then Custom Tab Settingschange ‘C&P Virtual Terminal’ to 'Default On' 
 
Dashboard
 
Step 3: Click Save button.
 
Dashboard
 
Step 4: At Profile Detail Page, click Edit button to enable the Visualforce Page Access to the following page:
CnP_PaaS.VirtualTerminal
 
Dashboard
 
Step 5: Under Available Visualforce Pages field find 'CnP_PaaS.VirtualTerminal' visualforce page. Click it to highlight it, then click arrow below Add to move to Enabled Visualforce Pages field.

Step 6: Click Save button.
 
Dashboard
 
Related Information:
Article was created to answer the following forum post: http://forums.clickandpledge.com/showthread.php?t=1270