CiviCRM Community Forums (archive)

*

News:

Have a question about CiviCRM?
Get it answered quickly at the new
CiviCRM Stack Exchange Q+A site

This forum was archived on 25 November 2017. Learn more.
How to get involved.
What to do if you think you've found a bug.



  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
  • Using CiviCRM »
  • Using Core CiviCRM Functions (Moderator: Yashodha Chaku) »
  • Autodelete Drupal Account if Member Stops Paying Via CiviCRM
Pages: 1 [2]

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

BSCManage

  • Guest
Re: Autodelete Drupal Account if Member Stops Paying Via CiviCRM
May 04, 2011, 01:35:04 pm
I have figured out how to make the Drupal Role go from Member to 'Empty' but I can't figure out how to get it to actually switch to another role. I am using a mixture of "Rules" module as well as the CiviMember Roles Sync. I feel what I want to do is possible but I just can't figure out the right combination of actions/rules to get it to work. Any help would be greatly appreciated.

petednz

  • Forum Godess / God
  • I’m (like) Lobo ;)
  • *****
  • Posts: 4899
  • Karma: 193
    • Fuzion
  • CiviCRM version: 3.x - 4.x
  • CMS version: Drupal 6 and 7
Re: Autodelete Drupal Account if Member Stops Paying Via CiviCRM
May 04, 2011, 02:43:31 pm
Not quite following what you mean - but note that in my experience checking if a Role has changed sometimes requires the contact to actually log in as that is when the 'what role should i give this person' gets run.
I don't follow why Rules is required in your scenario. I just ran through on one of our test configs and would expect the following to suffice
Person A joins - becomes a CiviMember = current - so Member Synch gives them Drupal Member role.
Person A expires - so Member Synch then says - okay remove that role.
Sign up to StackExchange and get free expert advice: https://civicrm.org/blogs/colemanw/get-exclusive-access-free-expert-help

pete davis : www.fuzion.co.nz : connect + campaign + communicate

BSCManage

  • Guest
Re: Autodelete Drupal Account if Member Stops Paying Via CiviCRM
May 04, 2011, 03:53:29 pm
Yes, what you explained there I have working, thanks to your help  ;D However that puts the person's Drupal User Role back to Authenticated user by default. I created a Role calling it Non-Member that if they try logging in they will get redirected to a homepage only "non-members" (who are drupal users) can see that shows that their account is either canceled or expired so it has the payment page for them to fill it out so we can renew their membership if they wish. So I want the Role status to go from "Member" to Non-Member when their Membership in CiviCRM is either Canceled or Expired.

Note: I have no trouble going from new account = "Member" role. Expired/Canceled membership = "nothing". I want that "Nothing" to change to Non-Member instead. If you want I can take some print screens to show you my Drupal Roles and the setup I have if that would help. I essentially just need to know if this is possible.

petednz

  • Forum Godess / God
  • I’m (like) Lobo ;)
  • *****
  • Posts: 4899
  • Karma: 193
    • Fuzion
  • CiviCRM version: 3.x - 4.x
  • CMS version: Drupal 6 and 7
Re: Autodelete Drupal Account if Member Stops Paying Via CiviCRM
May 04, 2011, 04:21:09 pm
So does the following fail?
Synch Rule 1
Memb Type = X and Drupal Role = Member
CiviMember Status for Current Status = New, Current etc

Synch Rule 2

Memb Type = X and Drupal Role = ExMember (with no permissions)
CiviMember Status for Current Status = Expired
Sign up to StackExchange and get free expert advice: https://civicrm.org/blogs/colemanw/get-exclusive-access-free-expert-help

pete davis : www.fuzion.co.nz : connect + campaign + communicate

BSCManage

  • Guest
Re: Autodelete Drupal Account if Member Stops Paying Via CiviCRM
May 04, 2011, 04:40:48 pm
Quote from: petednz on May 04, 2011, 04:21:09 pm
So does the following fail?
Synch Rule 1
Memb Type = X and Drupal Role = Member
CiviMember Status for Current Status = New, Current etc

Synch Rule 2

Memb Type = X and Drupal Role = ExMember (with no permissions)
CiviMember Status for Current Status = Expired

Yes it is successful in getting rid of the Member Role but it doesn't switch it to ExMember Role. That is the last step I am trying to accomplish. I have tested it out and created  a new member and gave them membership and they automatically had the Member role assigned to them (like they should). Then I canceled or expired the membership and the Member Role is taken away but not switchted to ExMember. They go back to being just a basic Drupal Authenticated User Role. I don't know how to create it where the case is such:

Case 1 - Person signs up and is accepted and gets the new Drupal Role - Member
Case 2 - Said person loses membership and gets the new Drupal Role - Non-Member (this isn't happening as I can't switch from Member to Non-Member roles)

petednz

  • Forum Godess / God
  • I’m (like) Lobo ;)
  • *****
  • Posts: 4899
  • Karma: 193
    • Fuzion
  • CiviCRM version: 3.x - 4.x
  • CMS version: Drupal 6 and 7
Re: Autodelete Drupal Account if Member Stops Paying Via CiviCRM
May 04, 2011, 05:42:52 pm
Last thought  ::)
Can you verify that you have logged in as that person just to ensure that the 'role' isn't only being updated when they log in?
I know that has tripped others up - may depend on the OG Synch settings.
Sign up to StackExchange and get free expert advice: https://civicrm.org/blogs/colemanw/get-exclusive-access-free-expert-help

pete davis : www.fuzion.co.nz : connect + campaign + communicate

BSCManage

  • Guest
Re: Autodelete Drupal Account if Member Stops Paying Via CiviCRM
May 05, 2011, 11:15:23 am
Yes for testing purposes I am logged in as admin through Firefox then logging in as the user I am modifying in Chrome so I don't have overwriting cookies issues. So I am logged in with both the admin and respected user for testing. I logout and log back in for the user and see they go from Member role to basic authenticated user. However I want it to be when they log in they get an access denied kind of page depending on their situation. In other words they get redirected accordingly. However I see this not possible without being able to change their role. We could do it manually but that kind of defeats the purpose of having an automated membership management system haha.

petednz

  • Forum Godess / God
  • I’m (like) Lobo ;)
  • *****
  • Posts: 4899
  • Karma: 193
    • Fuzion
  • CiviCRM version: 3.x - 4.x
  • CMS version: Drupal 6 and 7
Re: Autodelete Drupal Account if Member Stops Paying Via CiviCRM
May 05, 2011, 02:44:33 pm
can you add a screenshot of admin/settings/civicrm_member_roles
Sign up to StackExchange and get free expert advice: https://civicrm.org/blogs/colemanw/get-exclusive-access-free-expert-help

pete davis : www.fuzion.co.nz : connect + campaign + communicate

BSCManage

  • Guest
Re: Autodelete Drupal Account if Member Stops Paying Via CiviCRM
May 05, 2011, 02:54:21 pm
Here you go.

http://img39.imageshack.us/i/civicrmrolesync.jpg/

petednz

  • Forum Godess / God
  • I’m (like) Lobo ;)
  • *****
  • Posts: 4899
  • Karma: 193
    • Fuzion
  • CiviCRM version: 3.x - 4.x
  • CMS version: Drupal 6 and 7
Re: Autodelete Drupal Account if Member Stops Paying Via CiviCRM
May 05, 2011, 03:15:29 pm
I may be wasting your time on this, but my thinking was that you would NOT have Expired in the Expired Codes for the General as otherwise you have the same 'state' in two rules which i suspect produces a headache

i would try something like this

General > Member : Current = New, Current, Grace, Pending : Expired = Deceased
Expired > Non-member : Current = Expired : Expired = (make up some other not-used Status)

So when someone's Membership is Expired the system would say - what Drupal Role do I give them - ah let's see -  Non-Member

At present it looks like when someone's Membership is Expired the system sees them as not having Drupal Role of Member (which may be dropping them back to Authenticated) and having Non-Member

Anyhow, not sure if that will get you where you want to be, but was what I was tryng to explore for you till i hit the civimember synch bug reported elsewhere
Sign up to StackExchange and get free expert advice: https://civicrm.org/blogs/colemanw/get-exclusive-access-free-expert-help

pete davis : www.fuzion.co.nz : connect + campaign + communicate

BSCManage

  • Guest
Re: Autodelete Drupal Account if Member Stops Paying Via CiviCRM
May 05, 2011, 03:29:34 pm
Dang I thought we had something but no it just goes from Role=Member to Role="" which is the same as a basic authenticated user. I don't know it could be a bug in 3.4 and Drupal 6. When we go live we are going to use Drupal 7 and CiviCRM 4.0. Do you know if that would make any difference as far as these kind of extensions go? And thanks for all the help and speedy responses.

Dave Greenberg

  • Administrator
  • I’m (like) Lobo ;)
  • *****
  • Posts: 5760
  • Karma: 226
    • My CiviCRM Blog
Re: Autodelete Drupal Account if Member Stops Paying Via CiviCRM
May 05, 2011, 04:00:37 pm
I'm pretty confused by this conversation but I'll pipe in one last time. If the role changes to "basic authenticated user" - that seems like what you need AS LONG AS you set permissions for "basic authenticated user" to NOT have access to the parts of the site you want reserved for members in good standing.
Protect your investment in CiviCRM by  becoming a Member!

BSCManage

  • Guest
Re: Autodelete Drupal Account if Member Stops Paying Via CiviCRM
May 05, 2011, 04:32:20 pm
@Dave That would work however in the end the ideal way we are wanting it to be is having a Role that is either a Member (Full Access), Pending (Little Access), Grace (Little Access with Home page being payment page), Expired (same as Grace permissions but different wording).

So ideally we are wanting to have control over being able to change the Role type automatically depending on the users CiviMember Role status.

BSCManage

  • Guest
Re: Autodelete Drupal Account if Member Stops Paying Via CiviCRM
May 06, 2011, 10:06:20 am
Ok so we decided to give Drupal 7 and Civi 4 a try and voila. The user Role changes accordingly from Member to Non-Member (or whatever we call them) and we will just add custom statuses in order to fulfill our needs. Not sure if this is just a bug in Drupal 6 Civi 3.4 but regardless all is working well now. Thanks again for all the help but I suppose you guys can close this thread if you want. Solution found  ;D

petednz

  • Forum Godess / God
  • I’m (like) Lobo ;)
  • *****
  • Posts: 4899
  • Karma: 193
    • Fuzion
  • CiviCRM version: 3.x - 4.x
  • CMS version: Drupal 6 and 7
Re: Autodelete Drupal Account if Member Stops Paying Via CiviCRM
May 06, 2011, 02:16:14 pm
Glad to hear it - well persevered
Sign up to StackExchange and get free expert advice: https://civicrm.org/blogs/colemanw/get-exclusive-access-free-expert-help

pete davis : www.fuzion.co.nz : connect + campaign + communicate

Pages: 1 [2]
  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
  • Using CiviCRM »
  • Using Core CiviCRM Functions (Moderator: Yashodha Chaku) »
  • Autodelete Drupal Account if Member Stops Paying Via CiviCRM

This forum was archived on 2017-11-26.