CiviCRM Community Forums (archive)

I don't think you can do this without custom code. I will tell you what you can do. Build a membership type with membership relationship type of employer/employee for inheritance of the membership type then you can manually assign the "contact" for the institution the permission to edit the institution.  That property is the relationship tab and hit edit within the "contact's" record where you will see "can view and update information for" with that checked you should be all set to go.  Last but not least I would require "contacts" to only be able to register for this membership type using "on behalf of" so that the institutional membership sign-up page assigns all the correct permissions.  This will result in any contact being attached to organization (using the "official" CiviCRM terms here!!!) to inherit the membership of the organization.

The part you can't do is limit the number of attached to 10 without code and then it would complex because you'd have to use a tag or something else you assign manually to determine this. Might even have to create a group and manually assign them there for permissions.  This is really built around all or none approach.

You could look to do a head of household approach where it's a membership at the "contact" level but all those "members" of the "household" inherit membership.  One person signs up at what I would call "group rate" and then on the back end place others into the "household" after sign-up.  You could collect a list as a custom data set that way it makes the daily back office work a bit easier.

Hope that helps to understand the membership scenarios a bit better.

Okay, let me see if I can break this down a bit for you.

Limit number of contacts attached to household is NOT possible unless using CCK and node fields without customizing CiviCRM for a hook of sorts.  I would suggest looking at sponsoring this because I see several use cases including registering on behalf of for multiple registrations but one person doing them all.  Talk to Dave Greenberg or Michael McAndrews, they may have a suggestion about how to generalize your setup for others aod create a MIH for it.

I WOULD LOVE to see them implement an inherent relationship between individual and other types where the individual to individual is a possible edit.  Right now a contact can only edit the household or organization that it has permission explicitly to do.  This is also let's you know that not every contact can edit the relationship, try using a non-admin user and they shouldn't be able to edit this at all. Maybe you are asking something different?

Good question, to the best of my knowledge there is not any difference in membership relationship and corresponding activities. I think head of household is more for use in between the organization and individual relationship. Meaning I use the head of household not for family members but rather for branch or divisions within a larger organization.  This helps to compartmentalize things a bit when you have large member organizations.  Such that you might target a geographic location or offices rather than all within the organization.