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公開されました Jun. 30, 2025

Updating Custom Account Entry Fields Fails for Person Accounts with a Specific Role

投稿者

Pooja Bhambani

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Issue

  • 'users do not have permission' exception is showing when trying to update the same custom field on Person type accounts.
  • Steps to reproduce:
    1. Start a clean 2024.q1.1 bundle
    2. Navigate to configuration > custom fields > account entry > new
         1. In the New Custom Field, select "others" > true/false
         2. New Boolean > Field Name testCustomField > save the changes
         3. Click the kebab menu and select Permissions, and give Guest both view and update permissions.
    3. Navigate to control panel > users and organizations > and create a user 'user1'
    4. Navigate to control panel > Roles and create a role 'testRole',
          1. see the attached screenshot for the permissions for the role, and click "save"
          2. Assign testRole to user1 and click "save"
    5. Navigate to Accounts > Accounts and add a new account 'testAccount' w/ type person and click "save".
    6. In a new browser, log in to the new account
    7. Navigate to control panel > accounts
    8. Filter the accounts to "Person", where you'll see testAccount
    9. Scroll to the bottom to find the custom field testCustomField
    10. Set testCustomField to "False", and save the change.
    Expected Behavior: User must be able to save the changes in the custom field.
    Actual Behavior: While changing the custom field, user do not have permission error showing on the page.

Environment

  • 2024.Q1.1

Resolution

To resolve this, follow the below steps:

  1. Navigate to Control Panel > Roles, and edit the role.
  2. Under "Accounts", find "Account Entry" and enable the "Manage Users" permission.
  3. Save the role. The user with this role should now be able to update custom fields on Person accounts.
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