CiviCRM Community Forums (archive)

When an organization signs up, they automatically become a member of the state in which they are HQ'd. They can also opt to become members in additional states (for additional fees). First, does this seem doable in CiviCRM/CiviMember? 

The approach you take, and how much work it would take to implement is somewhat dependent on your planned workflow for signups and renewals, as well as how many cases of "additional state memberships" there are. One potential blocker is that we don't support online membership signup (e.g. self-service) for Organizations if the user signing up is anonymous - the system assumes the user is an Individual.. This is NOT a problem if you plan on signing members up offline (e.g. staff uses the "New / Renew Membership forms").

Assuming this limitation isn't a show-stopper...

* You could create a single membership type and then several custom fields "Used For" memberships with custom field type = State/Province. Custom field one might be required and correspond to their "primary" state membership. The remaining x custom fields would store the optional additional membership states.

* With this approach, the assignment of the primary state would either be manual or potentially could be automated with a fairly simple code change (grab the Organization contact record's primary State value...).

* Dealing with the "additional fees for additional states" could be handled by adding Membership type(s) for multi-state memberships with the appropriate pricing (e.g. single state membership = 100 / yr, 2 state membership = 125 / yr, etc.)

If the client wanted to add a state-specific user roles (primarily for content delivery), would it be possible to assign these member organizations to those states based on their membership signup? 

Then, when membership is up for renewal the organization can once again pick and choose the states they wish to belong to?

If you go with something like the above solution, you could potentially hack/extend the existing drupal member_roles module (discussed elsewhere on this forum) to look at both the membership AND the custom state fields when assigning / updating roles.

Please post back here describing your solution - it will be useful for our team and other users!