CiviCRM Community Forums (archive)

Ah yes, I see that in the D7/civiCRM 4.x sites that is available under actions which will be great for the two new sites in development. It doesn't seem to send an email to the user to let them know an account is available. I wonder how that can be automated...

As far as the site I'm concerned about goes, it is a civiCRM 3.x.x site and doesn't have that option. I guess, what they will have to do is create the civiCRM member and then scoot over to the Drupal User section and create a user manually and check the alert new user checkbox so that Drupal will send them an email.

Thanks for the direction!

Cheers,
Andrew

Thanks Dave.

I've run some tests in civi 4 on Drupal 7 and in the actions I can create a Drupal user but Drupal doesn't tell the member that they have a user profile. Is this the way it is expect to work? At that point it will be up to the back end admin to let the constituent know that they now have a user account on the CRM.

I expect in order to have the Drupal CMS alert the constituent on account creation would require trapping the "Notify user of new account " checkbox field from the add user part of Drupal and include it in the create user action of civiCRM 4.x. IS that something that sounds feasible?

For sites that for one reason or another can't move from civiCRM 3.x on Drupal, I think creating a signup form as per your description above but only available for staff use would simplify member/contact and CRM user in a singular activity.

Andrew

a workaround in meantime is to set up a civi email template telling contacts you created an account with a link to 'request a new password'

so process would be

- find civi contact with no drupal account

- use 'create cms account' under actions

- flick them the email