First you will need to edit the custom profile, to include the Wealth Analytics Visualforce page.
- Go to Setup
- Manage Users
- Profiles
- Select the Profile the user belongs to
- Click the Enable Visualforce Page Access
- Edit
- Add all the Wealth Analytics options from the left to the right
- Save
- Go to Setup
- Manage Users
- Profiles
- Select the Profile the user belongs to
- Click the Enable Apex Class Access,
- Edit
- Add all the Wealth Analytics options from the left to the right column
- Save
- Go to setup
- Customize
- Contacts
- Fields
- Click on the Wealth Rating field
- Click Set Field-level Security
- Click All the profiles you would like this field to appear on
- Save
- Once Complete, Click on view Field Accessibility
- Click on a cell in the table below to change the field's accessibility.
- Make any edits you would like to specific custom profiles
- Save
Please keep in mind for LCRM, only the default System Administrator profile falls under Blackbaud's Scope of Support. For Custom profiles, there are a few items that Support will check for your organization as a courtesy. These items include:
- Object visibility
- Admin-User record setup
- Profile visibility for admin-user profile