CiviCRM Community Forums (archive)

Hey, friends -

I just learned I can batch update Individual contacts (using Import > fill) to establish employee relationships with existing Organization contact records.  Just did that for 650 individuals. 

Now I want to give them all permission to edit their related organization contact records.  Is there anyway to do that globally - that is, not have to bring up each individual contact's record, go into their Relationship tab and check the "has permission to edit" box? 

If that can't be done via a search-and-apply-an-action approach, might it be possible somewhere to set the default behavior of that type of relationship, where the employee always has permission to edit, unless deselected?

Thanks for any advice.

~ Rob McCausland

Well, I've found more tracks for this question in this forum.  Two years ago, in a topic titled "Relationships - automatic conferring of 'can update' rights," peterd asked:

is it possible to set a Relationship so that it always confers "can view and update information for" ie I want 'Company Admin" to always confer 'can update' rights over the Company, and "Employer of" to always confer 'can update' for the Employees...that way we don't have to configure the relationship for each individual

To which Donald Lobo replied:

1. the relationship type does not have this feature, but chris should be able to implement it with the "civicrm_post" relationship object hook (on create or edit). should be a fairly easy hook implementation

Though the thread continued for some length, it was all only about a second issue - getting permissions to go from B to A as well as from A to B.

Did any solutions ever come for peterd's first question?  Is there in fact some code that's now been written to do this?   It'd be great if there were something that I could just copy and paste into an appropriate location (je ne suis pas un codeur).  I'd greatly appreciate your help!

Thanks ~

perhaps you can help me on a related question - once permitted, can individuals update their organization's custom data fields via profiles, or is updating via profiles also restricted to the primary contact fields (name, phone address, email).

I'd swear I just got a test account access to a full-boat profile, but minutes later I can't reproduce it - all I get is "You do not have permission to edit this contact record. Contact the site administrator if you need assistance."

I'm hoping I've just got a switch wrong somewhere.

I am also looking to do this - batch update so that all "employees of" an organisation have permission to update the employer record.  Google and a look around the forum hasn't turned anything up and I wondered if this has moved on at all since 2011?

I guess there is a SQL solution changing fields directly in the database, but I would like to avoid that if at all possible because I am a certified moron when it comes to SQL.

R