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 CiviMember (Moderator: Deepak Srivastava) »
  • Access control: Limit managing memberships by organization
Pages: [1]

Author Topic: Access control: Limit managing memberships by organization  (Read 1338 times)

patdunlavey

  • I’m new here
  • *
  • Posts: 5
  • Karma: 0
  • CiviCRM version: 4.0.6
  • CMS version: Drupal 7.8
  • MySQL version: 5.1.37
  • PHP version: 5.2.11
Access control: Limit managing memberships by organization
November 13, 2011, 07:27:37 am
I've spent a while looking around for a clear answer to this question without luck, so I apologize if it's been answered already and I just haven not hit on the right search.

Here's our situation:

We are going to have a bunch of membership types in a bunch of different organizations. We want to enable membership managers from each organization to manage memberships in their organization only, but not in other organizations. Specifically, for his/her organization:
  • search members
  • add, edit, delete memberships
  • generate membership reports
  • email members
  • export membership lists
  • etc.
Is this something that is possible out of the box (and if so, what's the best recipe)? If not, what custom development would need to be done to accomplish this?

Thanks.

Donald Lobo

  • Administrator
  • I’m (like) Lobo ;)
  • *****
  • Posts: 15963
  • Karma: 470
    • CiviCRM site
  • CiviCRM version: 4.2+
  • CMS version: Drupal 7, Joomla 2.5+
  • MySQL version: 5.5.x
  • PHP version: 5.4.x
Re: Access control: Limit managing memberships by organization
November 13, 2011, 07:47:38 am

ANy reason you dont give each organization their own specific instance rather than sharing one instance among multiple orgs

lobo

A new CiviCRM Q&A resource needs YOUR help to get started. Visit our StackExchange proposed site, sign up and vote on 5 questions

patdunlavey

  • I’m new here
  • *
  • Posts: 5
  • Karma: 0
  • CiviCRM version: 4.0.6
  • CMS version: Drupal 7.8
  • MySQL version: 5.1.37
  • PHP version: 5.2.11
Re: Access control: Limit managing memberships by organization
November 13, 2011, 11:37:25 am
Yes. The organizations are clubs that are sanctioned and regulated by their national sports governing body. One of the benefits of club sanctioning by the NGB is a lot of services for members of those clubs. Separate civi installs for each club would not support that objective.

Donald Lobo

  • Administrator
  • I’m (like) Lobo ;)
  • *****
  • Posts: 15963
  • Karma: 470
    • CiviCRM site
  • CiviCRM version: 4.2+
  • CMS version: Drupal 7, Joomla 2.5+
  • MySQL version: 5.5.x
  • PHP version: 5.4.x
Re: Access control: Limit managing memberships by organization
November 13, 2011, 07:04:14 pm

Not sure why seperate installs will not support that objective, since you can potentially still manage things and keep things consistent across multiple sites

To answer your original question: CiviCRM's permissioning model revolves around contacts and partitioning contacts into various groups. So this should extend into memberships also (since a member is a contact).

However there are not a lot of organizations today who have similar needs as yours (that use civicrm). As such, i suspect you will run into a few permissioning and scalability issues. You will need development skills to help navigate and improve things that are missing

lobo
A new CiviCRM Q&A resource needs YOUR help to get started. Visit our StackExchange proposed site, sign up and vote on 5 questions

patdunlavey

  • I’m new here
  • *
  • Posts: 5
  • Karma: 0
  • CiviCRM version: 4.0.6
  • CMS version: Drupal 7.8
  • MySQL version: 5.1.37
  • PHP version: 5.2.11
Re: Access control: Limit managing memberships by organization
November 14, 2011, 06:04:01 am
We want all clubs' members in one place so we can do the NGB's service delivery. We can't do that (readily) if they're on different civi installs.


Donald Lobo

  • Administrator
  • I’m (like) Lobo ;)
  • *****
  • Posts: 15963
  • Karma: 470
    • CiviCRM site
  • CiviCRM version: 4.2+
  • CMS version: Drupal 7, Joomla 2.5+
  • MySQL version: 5.5.x
  • PHP version: 5.4.x
Re: Access control: Limit managing memberships by organization
November 14, 2011, 07:06:33 am

I would give it a shot with a small number of groups and see what works and what needs more work. Will help u scope things out

please do update this thread as u figure out various things

lobo
A new CiviCRM Q&A resource needs YOUR help to get started. Visit our StackExchange proposed site, sign up and vote on 5 questions

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: Access control: Limit managing memberships by organization
November 14, 2011, 10:19:30 am
Two options that spring to mind that we have implemented for various situations where multiple layers are required.

1/ multi-org set up including both multiple drupal to single civicrm, or multiple domains on single drupal with single civicrm (using Domain Access)

2/ Organic Groups with CiviCRM, where each OG creates its own ACL group and the 'managers' of each of your orgs is made a manager of their OG and hence get access to the 'members' in civicrm

4/ Simple ACL Groups - like above but without some of the extensions that OG provides

5/ ACL Hook which provides for easy 'branch' management by limiting Person X to only see civi contacts who are marked as Branch/Org X

which we would choose will depend on a range of issues including what if any separate web 'identity' each require, what level of management the Parent Org will have versus the Children Orgs, etc.

Hope that helps open up some ideas for you.
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

patdunlavey

  • I’m new here
  • *
  • Posts: 5
  • Karma: 0
  • CiviCRM version: 4.0.6
  • CMS version: Drupal 7.8
  • MySQL version: 5.1.37
  • PHP version: 5.2.11
Re: Access control: Limit managing memberships by organization
November 17, 2011, 03:39:43 pm
Thanks so much @petednz (and Donald as well). I fear that I'm poorly equipped to evaluate, much less implement, most of the choices you proposed. If anyone knows questions to ask whose answers might help narrow these choices down, I'd appreciate that very much.

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: Access control: Limit managing memberships by organization
November 17, 2011, 03:43:26 pm
yep sorry to have dumped that heavy explanation on you - may help if you can spell out some more scenarios - are there any other features that your separate Orgs will be getting - is it purely backend admin or are you trying to also provide some communication channels other than just a 'broadcast' of mailings out to their members?
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]
  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
  • Using CiviCRM »
  • Using CiviMember (Moderator: Deepak Srivastava) »
  • Access control: Limit managing memberships by organization

This forum was archived on 2017-11-26.