Knowledge Base

Donor Management with Salesforce: Permission Sets

Version: 9.190519xxxx

Here is the list of PaaS permission sets and its description:

 
  1. PS-CnP-PaaS-All-Permissions: The user may perform all tasks associated with C&P PaaS objects, including by not limited to edit, clone, delete, and create. Additional permissions may be needed for the Salesforce standard objects.

  2. PS-CnP-PaaS-ONLY-Invoice: The user may perform all tasks associated with C&P Invoice only. Such actions as C&P TemporaryContact, updating C&P Settings, etc. are not allowed. Additional permissions may be needed for the Salesforce standard objects.

  3. PS-CnP-PaaS-ONLY-SiteGuestUser: The permission set should be assigned to the Site Guest User allowing various externally facing resources to be viewed by the guest/web visitor. Additional permissions may be needed for the Salesforce standard objects.

  4. PS-CnP-PaaS-ONLY-TemporaryContact: The user may review & match as well as create new contacts through the C&P Temporary Contact tab.Additional permissions may be needed for the Salesforce standard objects.

  5. PS-CnP-PaaS-ONLY-VirtualTerminal: The user may use the Virtual Terminal. Additional permissions may be needed for the Salesforce standard objects.
     
  6. PS-CnP-PaaS-Owner-ReadOnly: The user may process transactions outside Salesforce such as Swiper1 and be set as the Owner but will NOT be able to process any Temporary Contacts.
     
  7. PS-CnP-PaaS-Connected-User-ONLY: Connected User permissions accessing C&P PaaS objects. Additional permissions needed for CREATE / UPDATE / READ to standard objects: Account, Contact, Opportunity, Product, Campaign, Campaign Member.

Here is the list of Events permission sets and its description:
 
  1. PS-CnP-Event-All-Permissions: The user may perform all tasks associated with event.REQUIRES 'PS-CnP-PaaS-Event-SetUp' permission set. Additional permissions may be needed from non-Event Application objects.

  2. PS-CnP-Event-ONLY-BoxOffice: The user may only use the Box Office. User will NOT be able to create, edit, and update an event.REQUIRES 'PS-CnP-PaaS-Event-SetUp' permission set. Additional permissions may be needed for the Salesforce standard objects.

  3. PS-CnP-Event-ONLY-Check-In-Out: Edit, update, and manage check-in & check-out.

  4. PS-CnP-Event-ONLY-Reports: It Gives access to the C&P Event Reports Section.REQUIRES 'PS-CnP-PaaS-Event-SetUp' permission set.

  5. PS-CnP-Event-ONLY-SiteGuestUser: The permission set should be assigned to the Site Guest User allowing the event registration page to be viewed by the site visitor / registrant.Additional permissions may be needed from non-Event Application objects.

  6. PS-CnP-PaaS-Event-SetUp: Full access to the following objects: C&P API Settings, C&P Designer, C&P Widgets and C&P Temporary Contact.

  7. PS-CnP-PaaS-Event-TemporaryContact: User will have access over processing C&P Event Registered Attendees.REQUIRES PS-CnP-PaaS-ONLY-TemporaryContact.
     
  8. PS-CnP-Event-Connected-User-ONLY: Connected User permissions accessing C&P PaaS / Event objects. Additional permissions needed for CREATE / UPDATE / READ to standard objects: Account, Contact, Opportunity, Product, Campaign, Campaign Member.


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