Author Topic: How to organise? (Read 498 times)

xtofke · November 28, 2011, 06:20:08 am

Hi,

I'm working for an organization (Music festival) with about 650 volunteers and looking into civicrm as a CRM to manage contactinformation for these persons. Civicrm has some nice features like the mailing and event modules.
I'm sure if would fit our needs, but I'm struggling a bit with how to organize the contacts in civicrm with groups, custom fields, tags, profiles, ...

Every person can have multiple jobs during the festival (like security, backstage, bar, ...) of which only one can be the main-job.
Every 'team' (group??) has a responsible who should be able to manage data only for people working in his group as main-job but see data of people working in his group as secondary job.
people should also be able to manage some of their own data.
What is the easiest way to implement this?

We won't be using some of the standard fields either (f.i. nickname). I'd like to remove these from the forms. Should I do this using profiles or is there a better way?

Thanks for guiding me in the right direction!

xavier · November 28, 2011, 09:55:23 am

Hi,

All ACL are based on groups, so you should use that.

I would suggest to create for each team two groups "admin backstage" & "backstage"

You grant to admin X the right to edit X

Then every contact on group X has the right to see contacts on group X

Works if you don't have too many "teams". If you have too many, I'd suggest going the custom road and use hooks and a custom module

For a simple view you can use profiles, or use a custom contact summary template

X+

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Author Topic: How to organise? (Read 498 times)

xtofke

How to organise?

xavier

Re: How to organise?