Coporate Memberhsip - Groups/Organisations/Relationship

[Cid.chad]

Hi Guys,

I am developing a site with Drupal/CiviCRM for a none profit Association.

They have two types of membership, Individual and Corporate.

In a Corporate Membership type, Each Corporate Membership can have up to 4 Members which these members can have access to exact same features as an Individual Member. For each Corporate Membership, there is a Corporate Admin which can Add/Remove/Edit Members from The Membership. The membership is Yearly and once the membership expires, all users under  the Corporate account must be banned from using certain feature.

- Corporate Admin must be able to Renew membership.

All Members in Including Corporate and Individual Members might be given the free access(some times must pay) to certain events, but none members must pay for events.

Users will register Online and we want Minimum manual task for the Association staffs.

Here are my questions:

1- How should I organise corporate members? should I create one Organization for each Corporate?
2- How can I give access to Corporate Admin to add/edit members and make sure those members can login to website using drupal login mechanism
3- How can I change the registration process so that users select the type of membership, and if Corporate was selected, the user which register for the first time, becomes the Coporate Admin?

I have a hell lot of other question,but I believe i first need some answers to understand the principles.

I know that there are groups, relationships, organisation but not really sure how and when to use them

S.O.S

Cid

[Dave Greenberg]

This is a fairly complex set of requirements, much of which can be handled "out of the box" with CiviCRM and Drupal - but you'll need to do some experimenting and digging in to make sure you get the behaviors you want. Some input to get you started ...

* First create an Organization contact record for the Association itself (this will be the "owner" of all your 2 membership types - i.e. members belong to this associations).

* Then create your Individual and Corporate membership types (2 separate membership types). For the Corporate membership - enter "Employer of" in the Relationship Type field. This means that individuals who have an "Employee" relationship to a given organization that is a corporate member will inherit that membership.

NOTE: There is currently no way to limit the number of inherited memberships - so that would require some coding (this is a feature we'd like to have so a contribution in this area would be cool).

For your online membership signup and renewal - you might want to make two separate membership signup pages to avoid confusion. The folks signing up for corporate membership would use the "Signup on behalf of an organization" feature. That person will then have a permissioned relationship with their organization's contact record / membership record (becomes the corporate admin). This means they can update corporate contact info and renew the membership.

I'm not sure there is a way to have that same person manage their corporations employees. The employee relationships could be manually assigned by association staff - this requires access to the CiviCRM contact editing screens which you wouldn't want to give to members.

Bottom line on this part is that you're probably looking at some manual intervention by association staff OR some custom coding via a separate module using CiviCRM hooks.

[Cid.chad]

> The folks signing up for corporate membership would use the "Signup on behalf of an organization" feature. That person will then have >a permissioned relationship with their organization's contact record / membership record (becomes the corporate admin). This means >they can update corporate contact info and renew the membership.

This is exactly what I did, the problem is when the user register this way, a drupal account is not created for the person signing up on behalf of the admin. Just to clarify, here are steps I took
1- Created an Organization record for the Association itself
2- Created two membership types with the Association as Organization
3- Create a contribution page for Corporate Membership allowing the person to register on behalf of an organization

Once a person access this contribution form and registers on behalf, the new Organization is created, but there is no user/pass for the person registered on behalf to be able to login.

Maybe I missed a point here, but if the Membership is already bound to the Association, then once a person use the membership form to register on behalf of an organizaiton,  the what would the relationship between this new organization and the membership org?

Also, on another area, Does it make sense to create a group for each Organisation then create an "A Group of Contacts" ACL for each GROUP and give Edit operation access to Corporate ADmin? it  literary means if 200 corproates applies for the membership, we will have 200 corporates and at least 200 Civicrm ACL's!

[Dave Greenberg]

If you want anonymous users to ALSO be forced to signup for a Drupal user account, you need to include a Profile in the Contribute page AND set the "Create CMS User" flag for that profile (under Advanced Settings).

Maybe I missed a point here, but if the Membership is already bound to the Association, then once a person use the membership form to register on behalf of an organizaiton,  the what would the relationship between this new organization and the membership org?

The new organization (some corporation) as now a Corporate Member of your Membership Association. The individual who registers "on behalf of" the corporation is given an employee relationship to that corporation (and should inherit the corporate membership - since they are an employee).

If you want to give corporate admins Edit access via ACL, I think you'll want to do it via the ACL Hook mechanism.

[Cid.chad]

Bottom line on this part is that you're probably looking at some manual intervention by association staff OR some custom coding via a separate module using CiviCRM hooks.

Can you give some hints on which hooks should I be considering?

[Dave Greenberg]

I'm not sure there is a way to have that same person manage their corporations employees. The employee relationships could be manually assigned by association staff - this requires access to the CiviCRM contact editing screens which you wouldn't want to give to members.

I think for this piece you would need to create some custom forms / workflow and use CiviCRM APIs - UNLESS you decided to give the corporate admins access to the "back-office" contact add / edit screens (and limiting their access via aclHook).

[Cid.chad]

Hi Guys,

It came to me on the way to the presentation to Association's Chair Man. I was ready to tell him I require more time or somehow avoid presenting that part and fill up the time by some other stuffs I did.

Here Is what I did to cover the fields belonging to Corporate Members Only.

1- Created two Membership Type, (Corporate, Individual)
2- Created a Profile to use for both Corporate Admin and Individual Members to capture their personal details
3- Used the profile in two separate Contribution Pages and Put two separate link for each membership type
4- Forced users to register a user in Drupal (using the instructions from here:http://forum.civicrm.org/index.php?topic=5459)
5- Created Extra fields using built in Profile module for Durpal and categoried them under the name Member 1, Member 2, etc
6- Created Two Drupal Roles, Individual and Corporate
7- Used "CiviMember Roles Sync" to Assign CiviMembership types to their Associated  Drupal Roles so each time a user login they automatically get the Drupal role base on membership status.
8- Installed "Profile Roles" (http://drupal.org/project/profile_role) modules in Drupal
9- Assigned the Profile categories I had made for Corp Members to Drupal's Corporate Member

Up until here, I have been able to customised the Corporate Admin's Drupal Profile based on their CiviCRM membership type w/o any coding by just using Drupal/Civi Modules

What I am busy with now is to implement two hooks, one to Synchronize Profile data with CiviMembership info and other one do the opposite. If I was able to do it I will post the code.

My Question here is, I want to use a hook which is fired everytime a CiviCRM Contact details is updated. Can you guys tell me which hook to use?
I am using Civicrm 2.1


Have Fun
Cid.

[Donald Lobo]

http://wiki.civicrm.org/confluence/display/CRMDOC/CiviCRM+hook+specification

i suspect the civicrm_post hook is what you need

lobo

[pcunning]

I really think having a corporate membership admin that can add members of there corporation that inherit the membership status would be great. I guess I think it is great because it is exactly what I need.

Any news on this feature? Did you get it working?

[Donald Lobo]

civimember has a inheritance of membership via relationship type in core since the beginning.

please check the demo and or documentation

lobo

[pcunning]

Yes but from this thread I get the feeling that adding those members (that are part of the corporation) is not built into the registration process. Am I wrong?

I spent Hours playing with the demo and reading documentation and found no reference to this.

[Kiran Jagtap]

hi,

http://wiki.civicrm.org/confluence/display/CRMDOC21/Membership+Types
http://issues.civicrm.org/jira/browse/CRM-1657
http://issues.civicrm.org/jira/browse/CRM-3371

also go to http://drupal.demo.civicrm.org/civicrm/admin/member/membershipType?action=add&reset=1
check help for "Relationship Type" field.

from these resources you might get some idea how membership and relationship are related.

HTH

kiran

[CiviTeacher.com]

I'm adding to this thread since my question seems most relevant to the information in this thread.

We wish to have a membership form for an Organization with a Individual Representative.   Upon registration the Organization and Individual will both have CiviCRM Contact records created, and a Drupal account for the Individual.  This is fine, and supported within CiviCRM.

Here it is: On the same initial membership form we'd also like the ability to add up to 4 additional Individuals, not as primary representative with Drupal account for the Organization, but hopefully just as Contacts with the Employee of... relationship.

Any thoughts on if this is possible or the best way to accomplish this?

[Donald Lobo]

I think you can do this using a combination of hooks. here's an approx recipe

1. use buildform hook to inject form elements to collect information for the 4 individuals. use a unique prefix for each element so that it does not conflict with civicrm

2. modify the templates to include those form elements

3. use the postprocess hook on the confirm page to create the contact and the relationship

i think it will be possible but will also expose a few holes in our hook implementations, so this will be a great example to test it out on. if you do so, make sure u do it in a recent version of 2.2.x so we can patch if needed

lobo