Author Topic: Company member with multiple submembers in Joomla/CiviCRM + CiviReport question (Read 4596 times)

sdlw · April 20, 2010, 08:23:39 am

Hi,

We are thinking about using CiviCRM with Joomla for our organization. For the most part, the combination seems to be a good fit, but I need to be sure that it will be able to handle the following scenario for registration/membership management:

Our organization is setup so that a company pays a membership fee, and once they are members, anyone in their organization is eligible to register for and receive membership benefits (ie access to members only areas, webinars, etc).

When initially registering, the main contact would fill out a company profile as well as a personal profile. Ideally, any subsequent members that register for access under this company would automatically share the company profile information in their personal profile. This would be necessary for us when creating a searchable member database.
The main contact can control via the company profile whether the company's (and individual members') information is shared with other members. If it is decided to NOT share their information, all employee members would have their profiles hidden. If the company permits sharing of information with other members, then all employee members have the choice whether share or hide their own personal profile.
The main contact would be able to manage the employee members registered under their company membership (ie can remove, add/invite employees, etc). All new employee memberships would need to be from authorized domain names (ie work email domains associated with their company), so there would need to be the ability to verify via email domains whether they are actual employees of that company.
If the company is renewing their membership, the company as well as all their employee members would be renewed in our system. Likewise, if the company does not renew, the company and all associated members would be deactivated.

Also, for CiviReport, what types of reports can be created? Are they specific reports only or can ad hoc reports be created based on specific queries (similar to Access)?

If ad hoc reports are not possible, can the info collected in CiviCRM be exported to an Access database format?

Thanks!

lcdweb · April 20, 2010, 06:14:18 pm

Welcome to the CiviCRM world --

Civi allows membership inheritance. The company would be the primary member and anyone joined by a configured relationship type (e.g. employee of) could inherit membership. There are additional extensions for Joomla that let you limit login access (or user account creation) based on the membership status (i.e. only members may login -- as soon as their membership expires they are not allowed access).

When creating member signup forms you can have people signup on behalf of an organization -- thus collecting the org details and and indiv details at one time. You cannot currently configure the details collected for the organization when this option is enabled -- it just includes basic address/phone details. The indiv profile can be configured.

Re: sharing the company profile information -- you'd need to spec that out a bit more, but generally you don't have "sharing" of data between records. There is a relationship record that joins them, but they don't really share details.

You can create field to allow public viewing. When you create a search/listing profile for inclusion on the site, it can be limited to a group (a group is a collection of records). So the way this would work is that you would create a group that says -- show me all current members who have designated their profile for public viewing, and then limit your search/listing form to only members of this group.

There is some basic permissioning tools to allow one contact to edit a related record. But there currently is no ability to have a user create another user within a relationship -- i.e. to have someone create additional employees of an organization. With some creativity and a bit of custom code you probably could put this together. Email-based verification would require some custom work.

If you are using inheritance, renewal by the org populates to the individuals connected by relationship, and the same with expired memberships.

CiviReport is not as flexible as Access, in that you can't create your own sql queries directly in the interface. Report templates are defined with code (Civi ships with about 30) -- those templates define what filter, sort, group, etc. options are available. You then create specific instances which have settings based on the criteria options.

Anything in Civi can easily be exported to Access (the Civi interface can export any search result to a csv file). Additionally, since the data is stored in mysql, you can remote connect from Access (or other software like Toad MySQL) to run queries if you want to.

HTH.

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Author Topic: Company member with multiple submembers in Joomla/CiviCRM + CiviReport question (Read 4596 times)

sdlw

Company member with multiple submembers in Joomla/CiviCRM + CiviReport question

lcdweb

Re: Company member with multiple submembers in Joomla/CiviCRM + CiviReport question