GiveWP Accountant role does not have the access it should
under review
Alex Coleman
Currently, the GiveWP Accountant role cannot access:
- All Forms
- All Donations
- All Donors
Ben Meredith
under review
Hi folks!
First, I want to make sure that the issue you are expereincing here is NOT a message that say "a critical error has occurred on this site" or similar. If it is, I suspect something else is going on and have instructed our team to look out for your reply so that we can keep digging into what's going on.
For the larger issue here of the Give Accountant role not having the access it needs, I've found a bit of a hacky workaround while our team evaluates the best way to handle the ticky world of user permissions within GiveWP.
First, watch this video that I made for Andrea, one of our customers:
password: custom
https://screencast-o-matic.com/watch/c3iUbnVZtw2
In there I referenced a snippet, and here's a link to that snippet in the final form it was by the end of that video: https://gist.github.com/Benunc/920f8c2eb09b9403d5dda2f778dc3ffc
If you need assistance implementing custom PHP code on your website we have this guide:
https://givewp.com/documentation/resources/adding-custom-functions-to-your-wordpress-website/
Here are the two plugins I referenced in the video:
https://wordpress.org/plugins/user-role-editor/
https://wordpress.org/plugins/user-switching/
That will give you a good way to restrict that access until our team handles this issue.
JD
Hi there, I had the same issue with the GiveWP Accountant Role. Specifically, the accountant would see the attached error message (SEE SCREENSHOT) that says, "There was a problem retrieving the donors."
My temporary workaround in 3 steps:
(1) Install User Switch Plugin (not necessarily "needed" but useful)
(2) Install Multiple Roles plugin by Christian
(3) Go into the User and check "GiveWP Worker" in addition to GiveWP Accountant and SAVE.
Then when the Accountant logs in, he can now load up the Donations and Donors without that error message.
That solution was inspired by a video sent to me by the awesome GiveWP Support Team (I found I did not need to install the User Roles Plugin which is a bit bulky, nor add any type of Code snippet).
Side Note: The error the Accountant WP Role sees is DIFFERENT than the standard, "You don't have permission to access this area" so it did not seem like a permissions error, but clearly the issue is specific to the Accountant Role only.the
Thank you very much!
Respectfully submitted,
-June
Ben Meredith
under review
Hi folks!
First, I want to make sure that the issue you are expereincing here is NOT a message that say "a critical error has occurred on this site" or similar. If it is, I suspect something else is going on and have instructed our team to look out for your reply so that we can keep digging into what's going on.
For the larger issue here of the Give Accountant role not having the access it needs, I've found a bit of a hacky workaround while our team evaluates the best way to handle the ticky world of user permissions within GiveWP.
First, watch this video that I made for Andrea, one of our customers:
password: custom
In there I referenced a snippet, and here's a link to that snippet in the final form it was by the end of that video: https://gist.github.com/Benunc/920f8c2eb09b9403d5dda2f778dc3ffc
If you need assistance implementing custom PHP code on your website we have this guide:
Here are the two plugins I referenced in the video:
That will give you a good way to restrict that access until our team handles this issue.
Rick Alday
Hi folks,
Giving the Give Accountant role edit_post capabilities using the User Role Editor plugin seems to do the trick.
E
Evan Barash
Rick Alday: Thanks Rick, that did the trick... thus giving more credence to the fact that the role/permission is tied to the data not displaying, not the number of donations.... I have 4 donations and exhibit the same problem as you've described here https://feedback.givewp.com/bug-reports/p/unable-to-view-donations-and-donors-list-in-the-backend.
Ben Meredith is there an official listing of GiveWP user roles and their associated permissions that we can check against to ensure the permissions are correctly enabled? Seems like something might've gotten screwy along the way - WP Core update? Give update? Not sure... just a thought.
Ben Meredith
Evan Barash: I doubt this is an issue on your site, but is just a bug in our code that is not giving the correct permissions. So your fix here is a workaround, and you should be all set. Once the issue is resolved (watch here for updates, but given that there is an iron-clad workaround for this, it's not going to be urgently worked on) you will no longer need the workaround.
In direct answer to the question, here's the list of user permissions that we have, but this document hasn't received much attention in the last few years so I am not 100% sure if it's accurate, and it's not got the technical names for the permissions: https://givewp.com/documentation/core/give-user-roles/
Bret Applegate
Rick Alday: This does not seem like an acceptable workaround to me (unless I'm misunderstanding). Yes, it does fix the issue with Donation and Donor pages being blank. But at least for me, it also gives the user access to manage forms. Is there something I'm missing? I cannot find a way to give edit_post, while at the same time denying ability to manage GiveWP forms. I don't want my accountant to be able to mess with the forms. I want them to see the donor/donation data only.
A
Andrea K
Rick Alday: Any update on this?
A
Andrea K
It also gives them access to edit the donor and donation information, in addition to the forms. And delete everything. Quite dangerous for someone who just needs to see reports and doesn't understand how a website works.
E
Evan Barash
The problem manifests as described here: https://feedback.givewp.com/bug-reports/p/unable-to-view-donations-and-donors-list-in-the-backend
Both Donations and Donors show nothing for users assigned GiveWP Accountant Role.
When changing the same user to GiveWP Worker Role, Donations appear normally but Donors yields an error page "Sorry, you are not allowed to access this page".
Something seems screwed up in the Role Permissions. Using the User Role Editor plugin, is there a way to reset them to the defaults when GiveWP is first installed?
Stephanie Liy
Hello everyone,
As a workaround, we are recommending the use of this plugin to assign specific roles to specific users: https://wordpress.org/plugins/user-role-editor/.
E
Evan Barash
Stephanie Liy: If we install the plugin, what roles/permissions must we enable manually for the GiveWP Accountant role?
E
Evan Barash
Stephanie Liy: See my comment above