For example, if the user cannot see revenue on a constituent's record due to the Restricted Constituent Revenue system role, they may encounter an error when opening a query that includes information about constituent revenue in the output. To resolve this issue, remove this system role from the user's username.
Alternately, if the user cannot see information on a Constituent's record due to the lack of the appropriate system roles being assigned, we can assign the user the correct system roles to access the query. To access a list of system roles and what permissions that they grant, please view the following Security User Guide.
Step 1: Remove or Add system roles to the affected Username
To remove a system role from a username:
- Click Administration > Click Application Users
- Click the arrow for the Username > Click Edit
- Unmark the checkbox for the system role that should be removed
- Click Save
- Click Administration > Click Application Users
- Click the arrow for the Username > Click Edit
- Mark the checkbox for the system role that should be added
- Click Save
- Click Analysis > Click Information Library
- Search the query and click the hyperlinked query name
- Click Edit in the Task bar on the left to open the query