Author Topic: Have a Company manage its own Contacts (Read 896 times)

glennnz · October 21, 2011, 03:24:01 am

I'm setting up a new site using Drupal 7.x and CCRM 4.x.

We will have Companies as Members, and I want for the primary contact to be able to manage their Company's contacts.

So my questions are:

1. How do I set up a Company contact person, who will have permissions to manage their Company's contacts?

2. How do I have a Drupal user account automatically created when a new Contact is created? This is essential, some Drupal content will become available to Current Members.

Thanks,

Glenn

petednz · October 21, 2011, 11:45:57 am

Hi Glenn - welcome to civicrm - good to have more nzers around ;-)

1/ is still a bit tricky depending on quite what you want. One recipe is to make all the Company Contacts 'employee of' the company.
Make Primary Contact a 'permissioned relationship' ( a setting on the Relationships tab that allows Contact A to change details of Contact B) and then make another Relationship between Contact A and all the other company contacts - also Permissioned.
But I think you might get closer to what you want by making each 'company' an Organic Group as well, the Person A can be a Manager of the Group, and using CiviCRM OG Synch module, every person you add to the group goes in to an 'access control group' so Person A can actually access their CiviCRM records and potentially delete and create new people.

2/ How are these new contacts being created?
Front end: then use a Profile that has the 'force drupal account to be created' setting ticked (in Profile Adv Settings)
Back end: actually easiest to do it via the same route as front end or simply via the Drupal Add User and set up suitable Profile to be used for 'create drupal account' (a setting in the Profile) to collect other info about them.

If you want me to help talk you through the above you are welcome to PM me and then we can arrange a skype.

Off to do the Hutt Gorge ;-)

CiviCRM Community Forums (archive)

News:

Author Topic: Have a Company manage its own Contacts (Read 896 times)

glennnz

Have a Company manage its own Contacts

petednz

Re: Have a Company manage its own Contacts