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CiviCRM Documentation
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Default Permissions and Roles in Drupal

Notes on Specific Permissions
  • Make online contributions:
    If you plan to use CiviContribute and want to allow online contributions, enable this permission. Be sure to assign this permission for the "anonymous" role if you want to allow un-authenticated visitors to make contributions.
  • Register for events:
    If you plan to use CiviEvent and want to allow online event registration, enable this permission. Be sure to assign this permission for the "anonymous" role if you want to allow un-authenticated visitors to register for events.
  • Profile listings and forms:
    If you want to either collect contact information from constituents and/or expose a searchable directory using a profile, you must assign this permission. Be sure to assign this permission for the "anonymous" role if you want to collect contact information from un-authenticated visitors as part of your online contribution pages or during event registration.
  • Access all custom data:
    You must enable this permission for any role which you want to view or edit custom data fields. EXAMPLE: If your site uses Profile(s) which include custom fields, make sure the role(s) that need to access these Profiles have this permission. Be sure to assign this permission for the "anonymous" user role if you want to collect information using custom profiles with custom fields.
  • Access Contact Dashboard:
    You can provide authenticated users with access to a screen where they can review their subscribed groups, contributions, memberships and event registrations (as applicable). Enable this permission for role(s) for which you want to provide this feature. Do not enable this for the "anonymous" role.

Regardless of permissions assigned, the Anonymous role (visitors who are NOT logged in) is not permitted access to the "back-office" functions of CiviCRM. This includes the CiviCRM Home Page dashboard and any of the functions accessed via the standard CiviCRM menus (Find Contacts, Manage Groups, Import, Administer CiviCRM) as well as the built-in Shortcuts block.

CiviCRM+Drupal includes these access control options out of the box:

Permission

Roles with this permission can...

access CiviCRM

access one or more items in the CiviCRM main menu

access CiviCRM Profile Listings

access the Profile Search form and Listings

add contacts

create a new contact record in CiviCRM

administer CiviCRM

perform all tasks in the Administer CiviCRM control panel and Import Contacts

edit all contacts

view, edit  and delete ANY CONTACT in the CiviCRM database;
create and edit relationships, tags and other info about the contacts

view all contacts

view ANY CONTACT in the CiviCRM database (no editing allowed), export
contact info and perform activities such as Send Email, Log Phone Call, etc.

edit groups

create new groups, edit group settings (e.g. group name, visibility...), delete groups

access CiviEvent

create new events, view, edit and delete events

access Contact Dashboard

view Contact Dashboard

access all custom data

view and edit all custom data fields and groups

edit event participants 

edit data on event participants

register for events

allow event registration

User Access to Profile Listings

Users / roles can be granted access to CiviCRM Profile Listings so that they can share selected information WITHOUT granting access CiviCRM permission (i.e. without allowing them to access the CiviCRM menus). This is a reasonable configuration choice for Drupal's built-in authenticated user role. If you want anonymous site visitors to view/search Profile Listings, the you would grant this access to the anonymous user role.

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