Tessitura REST Permissions
In order to integrate with your Tessitura, the Donate2 user group requires access to specific REST service endpoints. Any endpoints marked below with Stream2 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 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) |
|---|---|
| ContactPermissionType (Added 11/5/20) |
View (Get) |
| ContactPermissions (Added 11/5/20) |
Add (Post), View (Get) |
| CRM/Addresses (Stream2: Added 1/6/21) |
Add (Post), View (Get) |
| CRM/ElectronicAddresses (Added 1/11/21) |
View (Get), Delete |
| CRM/Constituencies (Stream2: Added 12/1/20) |
Add (Post), Edit (Put), View (Get), Delete |
| CRM/Constituents (Added 1/11/21) |
View (Get) |
| CRM/Issues | Add (Post), Edit (Put), View (Get) |
| Emails | Add (Post), Edit (Put), View (Get) |
| Finance/Funds | View (Get) |
| Finance/GiftCertificates (Stream2: Added 1/15/21) |
View (Get) |
| Finance/Sources/Summaries | View (Get) |
| ReferenceData/ActivityTypes | View (Get) |
| ReferenceData/AddressTypes | View (Get) |
| ReferenceData/ConstituentTypes | View (Get) |
| ReferenceData/ConstituencyTypes (Stream2: Added 12/1/20) |
View (Get) |
| ReferenceData/ContactTypes | View (Get) |
| ReferenceData/EmailProfiles | View (Get) |
| ReferenceData/LoginTypes | View (Get) |
| ReferenceData/OriginalSources | View (Get) |
| ReferenceData/Origins | View (Get) |
| ReferenceData/SalesChannels | View (Get) |
| ReferenceData/States (Stream2: Added 1/6/21) |
View (Get) |
| Templates | View (Get) |
| TXN/Orders (Added 1/11/21) |
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 (EU: Added 8/5/20) |
Add (Post), Edit (Put), View (Get), Delete |
| ReferenceData/GiftAidContactMethods (EU: Added 8/5/20) |
Delete |
| ReferenceData/GiftAidDocumentStatuses (EU:Added 8/5/20) |
View (Get) |
| ReferenceData/GiftAidTypes (Added 8/5/20) |
View (Get) |