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Author Topic: Need multi-level organization site set up ASAP  (Read 2001 times)

matthewdnye

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Need multi-level organization site set up ASAP
March 27, 2011, 12:28:10 pm
I am working on a project for a National organization and need help configuring Drupal/CiviCRM for a hierarchy that looks like this:

National > National Regions > States > State Regions > Counties

Where National can see everything, the National Regions can see their States and everything beneath (but not other National Regions); States can see their Regions and everything underneath (but not other States); and so on. I only need the initial configuration done - I know how to do all the rest. I've done multiple sites with CiviCRM but getting this set up is just a little over my head.

Please PM me with a quote and timeframe if you can help. Thanks. 

russmartin

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Re: Need multi-level organization site set up ASAP
June 08, 2011, 10:38:26 am
Matthew, was anyone able to help you with this problem? I am in a similar situation.

boftx

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Re: Need multi-level organization site set up ASAP
July 25, 2011, 07:58:50 pm
I also need the same functionality. It is simple but very tedious to do this with ACLs and brute force. There ius a page that talks about using a hook in a custom module, but no info is given about what hook(s) could be used.

The brute force method involved setting up 2 groups for each area of interest, one for the group itself (i.e. residents of California) and a group for the admins with access to the group. Yes, that would be 100 groups just for the states.

Then you have to set up the appropriate ACL for each group. Adding levels on top is similar.

There has to be a better way.

Eileen

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Re: Need multi-level organization site set up ASAP
July 25, 2011, 08:54:57 pm
Hi,

There are 2 approaches we use in this sort of situation
Multisite - this requires a domain per site (potentially through domain access) & we have used this, for example, where each state has a different URL & when people log onto the URL they are able to see only the people in the group for that 'state', when they create new contacts they are added to that state. It can be hierarchical.

http://wiki.civicrm.org/confluence/display/CRMDOC/Multi+Site+Installation

The second is an ACL hook which we build off a custom field below that.

In both cases there can be a performance hit when used with SMART groups as CiviCRM builds smart groups, populates the smart group cache & then allows you to restrict which members are actually shown. This is our biggest performance issue with ACLs
Make today the day you step up to support CiviCRM and all the amazing organisations that are using it to improve our world - http://civicrm.org/contribute
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