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Author Topic: how to manage my members according to their organization  (Read 1065 times)

mnfriend

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how to manage my members according to their organization
April 26, 2011, 05:48:17 am
Hi eveyone,

I am currently building a website using drupal + CiviCRM. The idea is that I have organizations (around 200). Each organization has its own members (up to 100). In addition, the organizations are classified into 5 groups (according to their interests) . SO I have 5 groups, each group has organizations and each organization should manage the data of their members.

My question is: since the number of organizations are many>> It is not logic to represent each organization as group. what I can do is to add the members into groups (5 groups{according to their interests}) and also add all of the organizations as organization type and make a relationship between the member and his organization . But now How can I allow each organization to just manage the data of its members???

If the idea that I am using is not logic tell me please what is the best solution in order to fix this issue??

Thanks in advance

Sorry for my language ;)
« Last Edit: April 28, 2011, 01:17:38 am by mnfriend »

Jason W

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Re: how to manage my members according to their organization
November 08, 2012, 11:26:26 am
Hi mnfriend,

Sounds to me like your issue would be most easily solved With an ACL. Try this:

1. create a group that contains the members of said organization (i.e. organization A), Give it the Access Control type.

2. Go to Administer--->Users and Permissions---> Permissions(Access Control)

3. Select Manage Roles and add Acl Role. Label the role with the same name as the group we just created. Add any description you like. Make sure that the "enabled" box is checked, and click save.

4. Return to Administer--->Users and Permissions---> Permissions(Access Control)

5. Select Assign Users to CiviCRM ACL Roles, then Add Role Assignment. Select the newly created role from the ACL Role dropdown menu, and the corresponding group from the Assigned To dropdown menu. Select save.

6. Once again, return to Administer--->Users and Permissions--->Permissions(Access Control)

Select Manage ACLs, then Add ACL. Add a description (such as Edit Organization A)
Select the Role from the dropdown. Select "All" from the Operation dropdown. Type of Data should be "A group of contacts". Group should be the group we created in step 1. Finally, select Save.

You'll also find this note on the Manage ACLs page:
   IMPORTANT: The Drupal permissions for 'access all custom data' and 'profile listings and forms' override and disable specific ACL settings for custom field groups and profiles respectively. Do not enable those Drupal permissions for a Drupal role if you want to use CiviCRM ACL's to control access.

Just repeat this for any other organizations as necessary. Hope This helps you out,

Cheers!
Jason
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"Helping You Help Others"

petednz

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Re: how to manage my members according to their organization
November 08, 2012, 02:26:43 pm
Just flagging that we are going to be sharing an Extension soon which can simplify this greatly in some circumstances.

Basically it renders any 'permissioned relationship' such that the Contact with the Permission will have full access to the CiviCRM contacts at the other end of the relationship.

Hence if on the above you have a relationship between your Org's main contact (ie the person who is logging in on behalf of the Org) and your member and set it to Permissioned then the Org's Contact should be able to edit all the Org's members

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Donald Lobo

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Re: how to manage my members according to their organization
November 08, 2012, 05:18:58 pm

just curious to know how scalable this on a db with lots of contacts / orgs / relationships

i.e. how complex is the query and how many left / inner joins does it do

lobo
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petednz

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Re: how to manage my members according to their organization
November 08, 2012, 05:23:49 pm
Have to wait on eileen to comment - this is what i have currently

Technical details

1) the extension causes civicrm to treat the 'is_inherited' checkbox as a full ACL. Note that it must be combined with other permissions appropriately - ie. if you also give a contact 'access civicrm' they will see the search box & contact record. The need extra permissions to view contributions etc

2) the extensions transfers any rights an organisation or household has to view contacts to the contacts that have rights over that organisation/household. Note that this only goes '1 step'. ie. if an org has rights over another org then rights to that orgs contacts are not conferred

3) note that this extension ONLY works in single domain installs. http://issues.civicrm.org/jira/browse/CRM-11241 - we will have to consider fixing this or publishing as drupal modules in future when using hooks.
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petednz

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Re: how to manage my members according to their organization
November 08, 2012, 05:26:12 pm
am pretty sure the extension referred to is referenced on this ticket http://issues.civicrm.org/jira/browse/CRM-11240
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