Author Topic: Creating a username and password to link to CRM members list. (Read 812 times)

Tim0705 · May 04, 2012, 08:54:41 am

I have looked online and in all the books but I cannot find any step by step guidance on how I can create a username and password for each of my 572 members sitting on my CiviCRM Membership List? I would like members to login in (for a members-only area of our website) and be able to amend their details and also renew the membership subscription. I would have thought it would have been simple to do but I cannot work it out and have become stuck. Can you help or advise please. Thanks. Tim.

Donald Lobo · May 04, 2012, 07:05:28 pm

civicrm does not have this functionality built in. We rely and hope that the CMS has functionality to allow "mass creation" of users. We do know of a few drupal modules for this, but not sure about joomla or wordpress

lobo

FatherShawn · May 04, 2012, 07:42:27 pm

Tim-

You want to look for a Joomla add-on that allows you to create users by importing a file in CSV format. Ideally one that will create usernames for you from the fields in the file. Then export your users from Civi with just First Name, Last Name and email as the export fields. You can then import them into Joomla using that add-on.

If the Joomla add-on won't create usernames, then import the CSV into Excel and add a formula column to concatenate the name fields into a username column.

Hope this helps!

- Shawn

Tim0705 · May 05, 2012, 07:22:49 am

I may have missed a point here then. How can members amend their own details (currently stored on the CiviCRM component) and renew their memberships if there is no way of individuals loging into the system. Looking at your own website I read the following paragraph (http://book.civicrm.org/user/membership/what-you-need-to-know)

Members area on your website
CiviMember can be used in conjunction with your CMS to create a members only section of your website. Both Drupal and Joomla have integration modules that can be used to do this. A typical workflow would be that a contact creates and account on your site and becomes a member of your organisation using a CiviMember membership sign up page. They then get access to extra content on your site. This extra content could be from your CMS or it could come from your CRM, for example a detailed members directory, or a list of private events that are only available to members.

This entire paragraph is what I want to achieve but cannot work out how very well. When this was written what was the integration module that the text was referring to?

As always thank you for your continued help.

Tim.

FatherShawn · May 05, 2012, 09:49:24 am

I moved from Joomla to Drupal as my CMS before ACLs were added, but this looks similar to the Drupal integration:
http://wiki.civicrm.org/confluence/display/CRMDOC41/Joomla+CiviCRM+Membership+Authentication+and+ACL+Plugin

Civi depends on the CMS for authentication and creates a relation between the contact record in Civi and the CMS user account, so your logged in users will have access to maintain their info through profiles that you create in Civi and expose to them:
http://book.civicrm.org/user/the-user-interface/profiles

These profiles can stand alone or be embeded in Contribution Pages. (Which are also used for membership signup as many of our users charge for membership but the contribution block will drop out if it's free): http://book.civicrm.org/user/contributions/setup

Donald Lobo · May 05, 2012, 09:56:57 am

To add a few things to what father shawn said:

1. Civi can create a user account in various workflows (membership, contribution etc) for ONE user. This links the user account and contact record and can be used for permissioning purposes

2. Civi does not have the feature to create accounts in bulk. The docs dont suggest that it has this feature either

a google search reveals;

http://extensions.joomla.org/extensions/migration-a-conversion/users-import-a-export

lobo

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Author Topic: Creating a username and password to link to CRM members list. (Read 812 times)

Tim0705

Creating a username and password to link to CRM members list.

Donald Lobo

Re: Creating a username and password to link to CRM members list.

FatherShawn

Re: Creating a username and password to link to CRM members list.

Tim0705

Re: Creating a username and password to link to CRM members list.

FatherShawn

Re: Creating a username and password to link to CRM members list.

Donald Lobo

Re: Creating a username and password to link to CRM members list.