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Security Roles FAQ

Q1: For a particular Security Role, we have marked the check box next to Attach Files for the Contacts page; however, Users who have been assigned this role still cannot attach files on Contact records. What are we missing?

To permit Users assigned to a Security Role to attach files to a record, the Security Role must have a minimum of Edit rights for the page, in addition to having the check box marked to Attach Files.

Q2: I accidentally inactivated someone, and now they can't access MinistryPlatform. What's going on?

If you used the Inactivate Tool, their Security Roles to MinistryPlatform were automatically removed as a part of that process. You'll need to re-add their Security Roles (and likely update other parts of their record).

Q3: I updated a user's Security Role, but they still can't see what they should be able to. What's going wrong?

Have them refresh their browser. Security Role changes won't "take" until the browser is refreshed. If they still can't see what they should be after refreshing their browser, their Security Role needs additional adjustment.

Q4: Where did the All Platform Users Security Role go?

The All Platform Users Security Role is hidden. You should no longer see the role anywhere.

Q5: We have Security Roles that no Users are assigned to. Can I just delete them?

It is not recommended to delete the default Security Roles which came with MinistryPlatform. If they are Security Roles you created, you can delete them, but a simpler approach is to edit them and re-purpose them for any new Security Roles needed.

Q6: Can I edit the MPAdmin, MPProfServ or other related User records or their Security Roles?

No. Please do not make any changes to these User accounts or their Security Roles. We need these at times to access your system and provide Support and/or Professional Services. You are not charged for these Users.

​Q7: Is there a simple way to determine if an access right is already granted as part of a Security Role?

The Security Role's title and description should be helpful. You can individually open a relevant Security Role and use the Ctrl+F option to easily find the page title and see what access rights are granted through that Security Role. You can also use the User Permission Report to narrow down and browse through the list of permissions, or use the View Example: Security Role Page Permissions to search. When reviewing what permissions are granted by a Security Role, consider Page Permissions, Sub-Page Permissions, Field Restrictions, Tools, Reports, and API Procedures.