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  • How to alllow Drupal user to edit their own membership profile
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Author Topic: How to alllow Drupal user to edit their own membership profile  (Read 2890 times)

mdavid

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How to alllow Drupal user to edit their own membership profile
November 29, 2010, 12:46:36 pm
How do I enable an authenticated Drupal user with a CiviCRM membership profile to edit their own membership profile?

I'm testing a Membership Signup and Renewal form. The form includes the "Name and Address" profile and a "Member Info" profile I created from a combination of standard Contact fields and custom Membership fields. From a user perspective, the process of creating a username and password, filling out the membership form, and logging in is all working well.

However, once logged in, there is no way for the member to edit his/her membership profile. How can I allow this?

The CiviCRM module permissions in Drupal for an authenticated user are:
  • Access CiviMember - yes
  • Access Contact Dashboard - yes
  • Access all custom data - yes
  • Access uploaded files - yes
  • Edit memberships - yes
  • Make online contributions - yes
  • Profile edit - yes
  • Profile listings and forms - yes
  • Profile view - yes
  • Register for events - yes
  • View event info - yes

The "Member Info" Profile settings:
  • Used for: Profile, View/Edit Drupal User Account, CiviContribute
  • Drupal user account creation required

Each field in the "Member Info" profile is set to:
  • Visibility: User and User Admin Only
  • Active: Yes
  • View Only: No


When I log in as an authenticated user who has already joined and thus has a membership record, the only options on the user's page are "Edit Name and Address" and "View Contact Dashboard." There is no way to edit the "Member Info" profile unless I click on the "Renew now" link which charges another membership fee.

I've read several similar questions in the forums, followed the suggestions I found, and still have this problem.

What am I missing to allow the person to edit the "Member Info" profile in their own membership record without renewing?

Thanks.

petednz

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Re: How to alllow Drupal user to edit their own membership profile
November 29, 2010, 12:51:58 pm
What sort of 'fields' do you have in the Membership Info - if they are Contact fields (or Indivs) then I would expect your Profile to show under 'my account' but if they are set to be membership type fields then probably not
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mdavid

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Re: How to alllow Drupal user to edit their own membership profile
November 29, 2010, 01:32:05 pm
The "Member Info" profile includes a combination of custom Membership fields and standard Individual and Contact fields. None of them display when logged in.

Are you saying that the custom Membership fields are preventing the entire profile from being viewable/editable by the authenticated user even though the Drupal permissions are set to allow "Access all custom data," "Edit memberships," "Profile edit," and "Profile view"?

Thanks for the quick response!

petednz

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Re: How to alllow Drupal user to edit their own membership profile
November 29, 2010, 01:42:33 pm
try it with a profile that is just set up for Contact/Indiv/Org type fields. A contact can have several Memberships - so can't show such fields in a setting where there is only the option to show the Contact's data, rather than the Membership data.
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mdavid

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Re: How to alllow Drupal user to edit their own membership profile
November 29, 2010, 01:58:07 pm
Ah ha! Yes, that solved it. Removing all Membership fields from the "Member Info" profile allows the profile to display and be editable.

I'll move my custom fields out of the Memberships type and into the Individual type.

Thanks for the explanation of why this is the case. That really helps!

Thanks!

drmonkeyninja

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Re: How to alllow Drupal user to edit their own membership profile
December 21, 2010, 09:00:23 am
We are in the process of setting up Drupal/CiviCRM to run a number of membership schemes for a client and are experiencing similar issues to mdavid. We have a number of custom fields that are only relevant to certain membership types and need recording against the correct membership. Am I correct in the understanding from this thread that it is not possible to give members access to this data other than at sign-up/renewal unless it is stored against the Individual/Contact? Is there no way of allowing a member to view/edit details of their membership from either Drual or their Contact Dashboard?

Donald Lobo

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Re: How to alllow Drupal user to edit their own membership profile
December 21, 2010, 06:01:17 pm

You can potentially do that using hooks and customized templates. Check:

http://en.flossmanuals.net/CiviCRM/DevelopIntro
http://wiki.civicrm.org/confluence/display/CRMDOC32/CiviCRM+hook+specification

If you do write some code, please share it so others can benefit

thanx

lobo
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  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
  • Using CiviCRM »
  • Using CiviMember (Moderator: Deepak Srivastava) »
  • How to alllow Drupal user to edit their own membership profile

This forum was archived on 2017-11-26.