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Author Topic: Getting started with Drupal for CiviCRM users?  (Read 748 times)

ayduns

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Getting started with Drupal for CiviCRM users?
July 09, 2010, 12:33:42 pm
Is there anything like a "Getting started with Drupal for CiviCRM users" guide? 

The installation guides walk through the installation of Drupal and CiviCRM very clearly, and the configuration checklist guides the rest of the setup.  I've done some configuration within Civi (like contact subtypes, new relationships etc), but all this is as the initial Drupal admin login.  I'm now trying to set things up so that others can access it, and hitting some problems.

For example:

Which contacts need to be Drupal users?
- most of our contacts just need to be able to update their contact details and subscribe/unsubscribe to a newsletter. 
- some contacts need to view & register for events
- some contacts are staff - need to edit other contacts, administer events etc
- some contacts need full admin access

How do I create new users with access to CiviCRM?
- I can create a new user with "Create new account", but on logging in as the new user I have no menu entries for CiviCRM.  What else needs to be done?

How do I display different content to logged in users? 
- the home page basically says "Hi, log in to get started", but once they are logged in I want to show different information based on their attributes.  Currently it shows the same home page before and after log in.  How is a user's home page defined in Drupal?

How do I create new admin users?
- As Drupal-admin, I added a new account to the administrators group but they see no additional info after login.

How can I display a list of events to a group of users?
- we have events that are only available to a group of volunteers.  eg How do I display a list of events of a certain type coming up in the next 3 weeks?   (I think I end up with a link to an event search, but where do I put that link to display it to the volunteers?)

I'm hoping there are a few basic bits of Drupal knowledge that would make this a lot clearer.  I'm not looking for anything fancy from Drupal - our main website is hosted separately so there is almost no public information.  The only use of Drupal here is to provide access to CiviCRM.

I guess the information is out there somewhere, but collected as basic Drupal guide would be very useful.  Is there anything like this?  If not, I'd love some help with the questions above!

thanks
aydun
 

petednz

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Re: Getting started with Drupal for CiviCRM users?
July 09, 2010, 12:58:12 pm
Quote
Which contacts need to be Drupal users?
- most of our contacts just need to be able to update their contact details and subscribe/unsubscribe to a newsletter. 
If you want them seeing information that is already in civicrm and be able to edit it then they need a Drupal account. Checksums can step around this if you send them 'change your detail' requests by email
Quote
- some contacts need to view & register for events
Don't need a Drupal account to view events or register for them.
Quote
- some contacts are staff - need to edit other contacts, administer events etc
- some contacts need full admin access
Yes well they need a Drupal account otherwise system has no idea who they are

Quote
How do I create new users with access to CiviCRM?
- I can create a new user with "Create new account", but on logging in as the new user I have no menu entries for CiviCRM.  What else needs to be done?
You need to understand ROLES and PERMISSIONS in drupal.

Quote
How do I display different content to logged in users?
- the home page basically says "Hi, log in to get started", but once they are logged in I want to show different information based on their attributes.  Currently it shows the same home page before and after log in.  How is a user's home page defined in Drupal?
You need to understand ROLES and PERMISSIONS in drupal.
Quote
How do I create new admin users?
- As Drupal-admin, I added a new account to the administrators group but they see no additional info after login.
You need to understand ROLES and PERMISSIONS in drupal.
Quote
I'm hoping there are a few basic bits of Drupal knowledge that would make this a lot clearer.  I'm not looking for anything fancy from Drupal - our main website is hosted separately so there is almost no public information.  The only use of Drupal here is to provide access to CiviCRM.

SUggest you get some basic 'do it with drupal' type dvd - and or buy an hour's worth of guidance from someone which could save you days of pain.

HTH
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Pages: [1]
  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
  • Using CiviCRM »
  • Post-installation Setup and Configuration (Moderator: Dave Greenberg) »
  • Getting started with Drupal for CiviCRM users?

This forum was archived on 2017-11-26.