CiviCRM Community Forums (archive)

Hi,

I searched quite extensively for a way to do the following, but without success.  It seems I will need to do some customization or use hooks or something, but I need a push or two in the right direction:

I need for a main representative, or you could say "primary contact" , to be able to sign up his/her organization (thinking "on behalf of" here), and also be able to add additional employees for his/her organization - managing the employee contact records as well as the organization record.

So a workflow may be:

1) Representative creates a new Membership, with "On behalf of" Org Membership profile
    (Membership signup page also creates Joomla user, and has another profile for the representative contact info)
    This membership creation also creates the "Employee of" / "Employer of" relationships, and the representative can update the Organization    record.

2) Representative receives email confirming new membership.
3) Representative also receives email to activate their Joomla user account.
4) Representative activates and logs into the Joomla CMS front-end
5) Representative is presented with a User Menu, with an option to access his/her CiviCRM contact info

How now can this representative add more contacts for the Organization, and how can he/she access the Organization record?

All this without being able to view/access other Organizations or their contacts?

Thanks for any help!

Craig

Erik,

Thank you for your reply.  A few points of clarification so as I understand...

To maybe add to my use case:  I have several levels of membership, and some of the membership organizations may have 20-30 contacts that need to be granted access to the front-end Joomla CMS content, as well as self-service changing of their CiviCRM contact info, or signing up for an event, etc.  The organization representative, or primary contact you might say, would be responsible for creating the initial org contacts, and deleting those that left, etc. , and also keep the organization data updated.

The result of what I am looking for is a self-service type of workflow.

When a representative of an organization signs up for membership on behalf of that organization, you suggest that a group is created (automatically in a hook?), and then assign the representative to that group?   Then, as part of that group he/she has permission to add new contacts and manage the organization contact info based on that group?  If this is the case, then I also have to programatically create the ACL?
<starting to get out of my comfort zone>

So can you provide more specifics about what you mean by   

use buildForm hook to add specific options and fields to the profile to enable the representative adding contacts, and use the API to get the contacts in the database

  ?

Thanks again!!

NOTE:  It seems like this would be a common scenario - 1 person that manages a membership of many contacts.  Is there no functional way in CiviCRM to do this today?  Are there plans to add this in the core?  I would think most companies using CiviCRM would want as much self-service capability as possible.

Craig