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Author Topic: Autodelete Drupal Account if Member Stops Paying Via CiviCRM  (Read 2480 times)

BSCManage

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Autodelete Drupal Account if Member Stops Paying Via CiviCRM
April 29, 2011, 01:42:31 pm
Basically we have our membership setup for an annual thing. I am curious as to how when a member decides to stop paying or even just forgets that their Membership status gets dropped via CiviCRM (should already happen) but also their Drupal user account gets deleted or at the very least blocked so they have to sign up again. I figure something like this is possible but is it built in or is it done with a hook or a module? Thanks.

petednz

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Re: Autodelete Drupal Account if Member Stops Paying Via CiviCRM
April 29, 2011, 11:47:52 pm
Maybe if you use the CiviMember Roles Synch and set it up so that when a members is Cancelled they inherit a Drupal role that has no permissions?

What are you using to give your 'good' members any drupal permissions?
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BSCManage

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Re: Autodelete Drupal Account if Member Stops Paying Via CiviCRM
May 02, 2011, 10:26:15 am
What do you mean by the CiviMember roles sync? I tried searching for that and didn't find much. Also currently we have it setup where the membership form requires our users to create a Drupal user account. They get just very basic permissions but then when we accept them we give them "Member" permission which opens up the CiviCRM backend for members to allow them to search, edit their profile, and the potential to create events, online contributions and what not. If there is a way to make it that when the Member in CiviCRM cancels or forgets a payment then their linked Drupal user account will be suspended and they wouldn't be able to login. We could even create a separate page or something as a redirect. But that is the main goal to make it easier on us to have both accounts linked so when one is being failed to be paid for the other can't be accessed.

Dave Greenberg

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Re: Autodelete Drupal Account if Member Stops Paying Via CiviCRM
May 02, 2011, 12:31:00 pm
Peter D was referring to a module that provides this functionality for CiviCRM sites which use Drupal. There are some similar extensions for Joomla - check this wiki page:

http://wiki.civicrm.org/confluence/display/CRMDOC40/Joomla!+Extensions+for+CiviCRM

Separately - I probably don't quite get what you're saying BUT --- opening up CiviCRM backend access to "members" in Joomla 1.5.x sounds problematic. There's no real way to limit what folks can do once they have back-end CiviCRM access - so unless you have a very small and trusted membership, this raises privacy and data integrity issues in my mind. All Joomla - Civi installs that I'm aware of only provide access to search and updates for "members" and constituents via CiviCRM profiles configured for front-end pages.

Note that CiviCRM 4.0 in conjunction w/ Joomla 1.6 provides a lot of control over what various types of users can do in CiviCRM - so you should also investigate this functionality.
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BSCManage

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Re: Autodelete Drupal Account if Member Stops Paying Via CiviCRM
May 02, 2011, 01:19:13 pm
Well currently we are using Drupal 6 with CiviCRM 3.4. This is just for demoing purposes as which if we go live with it we would go with Drupal 7 and CiviCRM 4. What I want to do is have it so that when a contact in CiviCRM who is part of a membership forgets to pay or cancels their membership then we also have their Drupal user account be suspended for the time being. Otherwise if they can login via Drupal the way I have it set up is they can still access their "My Account" and edit information and such.  Also what I meant by backend was with Drupal I gave a new permission for "Member" status to have access to CiviCRM as a whole and then widely limited what they could do. On their page all they can see is Summary and very few menu items other then Contacts and Search. Drupal allows for a lot of precise control like that which is why we went with it. Thanks for the help by the way.

Dave Greenberg

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Re: Autodelete Drupal Account if Member Stops Paying Via CiviCRM
May 02, 2011, 02:41:24 pm
Please update your forum profile - it currently says u r using Joomla :-( - hence my comments.

I think civicrm_member_roles - which is included in the core distro and can be enabed from Drupal admin - modules - will do some / most of what u need.
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BSCManage

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Re: Autodelete Drupal Account if Member Stops Paying Via CiviCRM
May 02, 2011, 03:12:48 pm
I changed my profile sorry about that. We originally were going to use joomla but I wanted to try Drupal and like the integration with it better for our purposes. So I figured out how to add the new contact to a membership but I was wanting it that when the membership is over or if the payment is missed then that person's linked Drupal Account gets suspended. I am still trying to figure out how to set that up.

Edit: I created a Member Role already and have it setup properly. I guess I want to know if it automatically an demote someone from Member role back to Anonymous if they forget to pay or cancel membership. I.E. if they wait to long they have to sign up and apply for membership again. Thanks again for the help/comments.
« Last Edit: May 02, 2011, 03:28:16 pm by BSCManage »

Dave Greenberg

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Re: Autodelete Drupal Account if Member Stops Paying Via CiviCRM
May 02, 2011, 03:54:07 pm
http://wiki.civicrm.org/confluence/display/CRMDOC40/CiviMember+Roles+Sync

You'll need to do some testing to ensure it meets your requirements.
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BSCManage

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Re: Autodelete Drupal Account if Member Stops Paying Via CiviCRM
May 02, 2011, 05:18:11 pm
Ok thanks a lot. I am leaving for the day but will check it out tomorrow and get back to you. Thanks again Dave!

BSCManage

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Re: Autodelete Drupal Account if Member Stops Paying Via CiviCRM
May 03, 2011, 01:31:08 pm
Ok so I figured out how to link it and take away the membership status but I was curious if we could go one further and if the person loses membership status we want the Drupal account to be blocked. I noticed I can do it manually but do you know if there is any module or any way to automate this? Let me know, thanks for the help.

petednz

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Re: Autodelete Drupal Account if Member Stops Paying Via CiviCRM
May 03, 2011, 01:35:23 pm
Hi - does my earlier suggestion of setting up a new Drupal Role with no permissions not work for people whose Membership is expired - and setting that up via the Member synch not work? Doesn't Blocked effectively mean the same as Anonymous?
I thought it was possible to set up a new Rule to work specifically for eg Expired status - you may even be able to just set them back to Anonymous
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BSCManage

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Re: Autodelete Drupal Account if Member Stops Paying Via CiviCRM
May 03, 2011, 02:20:40 pm
@petednz Actually I am trying to figure that out now. Through CiviMember Roles Sync you can't choose Anonymous so I created a new user role and just duplicated the anonymous. I am now also using "Rules" module to try and make it so the account goes from a status of "Active" to "Blocked" if their membership gets canceled. Still trying to work on that.

BSCManage

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Re: Autodelete Drupal Account if Member Stops Paying Via CiviCRM
May 03, 2011, 02:37:11 pm
So what I found out is I can make it so the Drupal User goes from "Member" Role to No role but I want to change it from Member to Non-Member which is essentially the same as anonymous. This makes me not have to change the status from "Active" to "Blocked" so it's kind of a workaround if you will.

petednz

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Re: Autodelete Drupal Account if Member Stops Paying Via CiviCRM
May 03, 2011, 02:54:41 pm
Can you clarify what the advantage of having someone as Blocked is, if their Role has no permissions? I am not getting clear what the advantage is?
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BSCManage

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Re: Autodelete Drupal Account if Member Stops Paying Via CiviCRM
May 03, 2011, 03:00:51 pm
None really at this point so instead of blocking their status I created a Non-Member role that I am trying to have being Synced to the CiviMember Roles Sync when the user loses their membership. And vice versa that when we grant membership through CiviCRM or the Member Role through Drupal Admin then it gets Synced together. If you have any questions or don't follow I can try and explain it more clearly. I will admit, I am not always a one with wording things haha.

I have it set so when the user is a given a membership through CiviCRM then their Role for Drupal is changed to Member. Vice versa when we delete the membership or such then their Role for Drupal changes from Member to nothing. I want it to change from Member Role to Non-Member role so their account becomes essentially blocked as Non-member role has no permissions. We essentially don't want them to be able to access content on the site if they stop paying or stop being a member.
« Last Edit: May 03, 2011, 03:19:03 pm by BSCManage »

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  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
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  • Using Core CiviCRM Functions (Moderator: Yashodha Chaku) »
  • Autodelete Drupal Account if Member Stops Paying Via CiviCRM

This forum was archived on 2017-11-26.