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Author Topic: Organization relationships and CiviMember Roles Sync  (Read 2424 times)

Arvin

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Organization relationships and CiviMember Roles Sync
February 07, 2010, 09:36:43 am
I have a Drupal / CiviCRM install with two types of memberships. Individual Membership, and Organization Membership. I have setup up matching Drupal roles for Individuals and Organizations.

When a user signs up for individual membership everything is straight forward. The contact is created, the membership information is associated with the contact, the drupal user is created, and the Roles Sync applies the appropriate role to the user.

With organizations however the form is set up to use "on behalf of an organization" enabled with "employee of" as the relationship type for the contact. The contact is created, the drupal user is created, the organization is created, but the membership information is assigned to the organization (which I understand is by design) not the user. Because of this the Roles Sync doesn't work as the membership is not on the contact, but the organization.

Does anyone know a workaround to this? It seems that the Roles Sync module should check if the user is an employee of an organization which has an appropriate membership and sync based on that.

Any help would be greatly appreciated

petednz

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Re: Organization relationships and CiviMember Roles Sync
February 07, 2010, 12:07:27 pm
WIth your Membership you need to set up your Org Membership so it is using the Relationship 'Employer of" so that the Employees inherit the membership and thence use that for your Drupal synching - ie the INdividuals who are Employees automatically become Members - so you can Member synch to Roles for them.

To modify the Membership Type after you have started using it you will need some sql ability. There have been various threads about this so search for "inherited membership".

HTH
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Arvin

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Re: Organization relationships and CiviMember Roles Sync
February 17, 2010, 03:21:03 pm
Thank you so much! That was exactly what I needed. Looks like I had my terminology mixed up.

So here's the next question. If I have a few people who are employees of a given organization. Can I specify only one user who will inherit the membership of the organization? Right now if I have say a few employees, all of them will inherit the organizations membership which ideal for my situation.

petednz

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Re: Organization relationships and CiviMember Roles Sync
February 17, 2010, 03:35:17 pm
only way would be to use different relationships for each - probably downsides either way - ie keep the 'main contact' as the 'employee of' and use 'employer of' as the membership relationship - and use a different relationship for the others - or other way round and use a 'main contact is' relationship that is what inherits the org membership
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Arvin

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Re: Organization relationships and CiviMember Roles Sync
February 25, 2010, 06:19:53 am
Once again you've opened my eyes. I didn't even realize I could create my own relationship type. That solves my problem exactly. I just created another relationship type and used that for my membership. Thanks a bunch!

petednz

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Re: Organization relationships and CiviMember Roles Sync
February 25, 2010, 10:57:39 am
Great - it takes a while to know what you don't know. So on that note, you can add options in many other areas of the system too, most of which you can configure under Options or Global Settings.
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  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
  • Using CiviCRM »
  • Using CiviMember (Moderator: Deepak Srivastava) »
  • Organization relationships and CiviMember Roles Sync

This forum was archived on 2017-11-26.