To use Clearstream's Rock RMS integration, create a REST Key in Rock that has full access to your Rock RMS installation. To do this, simply assign the REST Key the "RSR - Rock Administration" Security Role.
What if I want more control over what the REST key can access?
To have more granular control of the permissions your REST key has, assign it a new security role with the permissions below.
Create a new Security Role in Settings > Security > Security Roles.
Navigate to Settings > Security > REST Controllers. For each Rest Controller below, click the lock icon and add the required permissions for the newly created security roles.
3. Create a new REST key and assign it the new security role.
Rest Controller | Permissions | Reason |
Attributes | View | For getting Workflow Attributes to show in the "Push to Rock" step. |
Campuses | View | To pull in rock campuses for branching and filtering. |
DataViews | View | For syncing Data Views into Clearstream. |
DefinedValues | View | To get the ID of certain fields (e.g. Person Phone Type Mobile and Person Record Status Active). |
Groups | View | For syncing groups into Clearstream and listing groups in the Push to Rock step. |
GroupMembers | View, Edit | For getting the people in a group when syncing groups. |
People | View, Edit | For Creating and Updating People. For getting the name of the API Token Person. For launching workflows on a person. |
PhoneNumbers | Edit | For creating Phone Numbers of new People when pushing subscribers to Rock. |
WorkflowTypes | View | For presenting a list of workflows in the "Push to Rock" step. |