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Plans Help

Christopher Cuhel
$organization

Hi Everyone,

Do any of you know what system tables I should give access to for Plans administration? Our education department wants to do some testing to see if plans would work for them, but it's hard to figure out on the Network website exactly what I need to give access to for plans to work for a user.

Any insight and of you have would be greatly appreciated.

Chris

Parents
  • $organization

    Christopher,

    I think you might mean security rights.  In Security you would want:  Const Plans RB, Const Plans Tab and Const Portfolios.  The thing that stuck me was that if you want them to have and view their portfolio you also need to add their Constituent ID as a Worker ID under their User in Security and select a Worker Type. 

    Hope this helps.

Reply
  • $organization

    Christopher,

    I think you might mean security rights.  In Security you would want:  Const Plans RB, Const Plans Tab and Const Portfolios.  The thing that stuck me was that if you want them to have and view their portfolio you also need to add their Constituent ID as a Worker ID under their User in Security and select a Worker Type. 

    Hope this helps.

Children