Tessitura REST Permissions
When we integrate with your Tessitura CRM, the user group Donate2 requires access to specific REST service endpoints. The following is a complete listing. The list includes all resources required for Donate2 and Stream2. Some of these are not included in the standard install script and access will need to be granted manually for them if your organization will be using Stream2 Form functionality.
In the Security Application, in the Services window, grant the Donate2 user group access to the following REST service endpoints.
Below is a complete list of all resources required.
| Resource | Permission (Verb) | Date Added |
|---|---|---|
| Custom | Add (Post) | |
| CRM/Addresses |
Add (Post), Edit (Put), View (Get) | |
| CRM/Constituencies |
Add (Post), Edit (Put), View (Get), Delete | |
| CRM/Constituents |
Edit (Put), View (Get) | |
| CRM/ContactPermissions |
Add (Post), Edit (Put), View (Get) | |
| CRM/ElectronicAddresses |
View (Get), Delete | |
| CRM/Issues | Add (Post), Edit (Put), View (Get) | |
| CRM/Phones | Add (Post), Edit (Put), View (Get) | |
| CRM/WebLogins | Add (Post), Edit (Put), View (Get) | August 30, 2022 |
| Emails | Add (Post), Edit (Put), View (Get) | |
| Finance/BatchMaintenance | View (Get) | |
| Finance/Funds | View (Get) | |
| Finance/GiftCertificates |
View (Get) | |
| Finance/Sources | View (Get) | |
| ReferenceData/ActivityTypes | View (Get) | |
| ReferenceData/AddressTypes | View (Get) | |
| ReferenceData/BatchTypes |
View (Get) | |
| ReferenceData/ConstituencyTypes |
View (Get) | |
| ReferenceData/ConstituentInactives | View (Get) | |
| ReferenceData/ConstituentTypes | View (Get) | |
| ReferenceData/ContactPermissionType |
View (Get) | |
| ReferenceData/ContactTypes | View (Get) | |
| ReferenceData/Countries | View (Get) | |
| ReferenceData/DeliveryMethods | View (Get) | October 27, 2022 |
| ReferenceData/EmailProfiles | View (Get) | |
| ReferenceData/LoginTypes | View (Get) | |
| ReferenceData/OriginalSources | View (Get) | |
| ReferenceData/Origins | View (Get) | |
| ReferenceData/PhoneTypes | View (Get) | |
| ReferenceData/Prefixes | View (Get) | |
| ReferenceData/SalesChannels | View (Get) |
|
| ReferenceData/States |
View (Get) | |
| ReferenceData/Suffixes |
View (Get) | |
| Reporting/OutputSets |
View (Get) | |
| Templates | View (Get) | |
| TXN/Fees | View (Get) | March 23, 2023 |
| TXN/Orders |
View (Get) | |
| Txn/PaymentMethods | View (Get) | |
| Web/Cart | Add (Post), Edit (Put), View (Get) | |
| Web/Registration | Add (Post), Edit (Put), View (Get) | |
| Web/Session | Add (Post), Edit (Put), View (Get) |
If you are in the UK you'll need to set the following additional permissions for Gift Aid. In the Security Application, in the Services window, grant the Donate2 user group access to the following REST service endpoints.
| Resource | Permission (Verb) | |
|---|---|---|
| CRM/GiftAidDeclarations |
Add (Post), Edit (Put), View (Get), Delete | |
| ReferenceData/GiftAidContactMethods |
Delete | |
| ReferenceData/GiftAidDocumentStatuses |
View (Get) | |
| ReferenceData/GiftAidTypes |
View (Get) |