Tessitura REST Permissions
When we integrate with your Tessitura CRM, the User Group (usually something like ID D2_-1) requires access to specific REST service endpoints. The following is a complete listing. The list includes all resources required for Donate2 | Stream2 | Flex2 Forms. Some of these are not included in the standard install script and access will need to be granted manually.
In the Security Application, in the Services window, grant the User Group access to the following REST service endpoints.
Below is a complete list of all resources required.
| Resource | Permission (Verb) | Updated |
|---|---|---|
| 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 |
Add (Post), View (Get), Delete | Feb 12, 2024 |
| CRM/Issues | Add (Post), Edit (Put), View (Get) | |
| CRM/Phones | Add (Post), Edit (Put), View (Get) | |
| CRM/SpecialActivities | Add (Post), Edit (Put), View (Get), Delete | Mar 8, 2024 |
| CRM/WebLogins | Add (Post), Edit (Put), View (Get) | Aug 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/ContactPermissionTypes |
View (Get) | |
| ReferenceData/ContactTypes | View (Get) | |
| ReferenceData/Countries | View (Get) | |
| ReferenceData/DeliveryMethods | View (Get) | Oct 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/SpecialActivityStatuses |
View (Get) | Mar 8, 2024 |
| ReferenceData/SpecialActivityTypes |
View (Get) | Mar 8, 2024 |
| ReferenceData/States |
View (Get) | |
| ReferenceData/Suffixes |
View (Get) | |
| Reporting/OutputSets |
View (Get) | |
| Templates | View (Get) | |
| Txn/Fees | View (Get) | Mar 23, 2023 |
| Txn/Orders |
View (Get) | |
| Txn/Payments | View (Get) | Feb 12, 2024 |
| 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) |