Author Topic: Setting up an account for volunteer data-entry (Read 668 times)

weretoast · May 03, 2010, 01:58:19 pm

Hi all,

We'd like to create an account that a volunteer for our organization can use to do data entry.

I'd like this account to have severely restricted access--so that the volunteer can add new contacts, but can't delete contacts; would also probably restrict editing, too, so that contributions can't be changed, etc.

Has anyone had any experience with this and can you suggest how I would create a new account like this?

Thanks,

rflemin · May 04, 2010, 07:22:16 am

I'm still fairly new to Drupal and CiviCRM, but I think what you want to do is go to Administer Drupal | User Management | Roles | Add Role and set up a new role, like Datamonkey, and then edit the permissions appropriately. You should probably look at the general Permissions page and make sure somebody else, like Admin, has authority for oversight and correction of all the functions you give Datamonkeys permission for.

I assume there is a closely parallel approach for Joomla and perhaps also for CiviCRM standalone.

I hope this week to work on a similar problem: how do I capture (membership) data when I am off-site and can't get on-line? I'll either clone my site onto a laptop (that is running Apache/MySQL/PHP or set up a separate DB in OpenOffice. From either one, I can export to a CSV file, then import into a new or existing CiviContacts group.

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Author Topic: Setting up an account for volunteer data-entry (Read 668 times)

weretoast

Setting up an account for volunteer data-entry

rflemin

Re: Setting up an account for volunteer data-entry