CiviCRM Community Forums (archive)

I am now planning to let my members have access to their own data- View and Edit.

I have created a Drupal Role named "Members" and have restricted some access. But:

1) "Activites", "Change Log", Notes, Groups, Tags Tab are still seen for Members(which is a Drupal Role). How to restrict this?
If I disable these in settings(Display Preferences) then it is not seen even to administrator

2) The "Actions" Button and functionality should not be seen. I do NOT want my members to schedule meetings and do some other 'Activities'.
Restricting it completely is a quick solution. But I do not know how to do that.

A better thing would be to allow the Members limited access to "Actions".
For example they can send an email through CiviCRM but not Schedule Meeting.
  And even the access to email templates should be restricted. This would be great.
But if that is not possible then restricting 'Actions' completely will do.

Please suggest.

Thanks petednz.

Yes using Webform_civicrm allows a better control for Edit.
And Drupal Views can be used to display profile for View

1) One challenge in that approach, I think, will be allowing to edit the data (contact's information) of Permissioned Relationship through Webform_civicrm

If I use this approach, Contribution too will have to shown using Drupal Views.

2) The user interface for display "View" of user profile using Drupal Views will not be as neat by default as it is with accessing civicrm directly.
Any suggestions on improving the default view.  May be Drupal Quick Tabs https://drupal.org/project/quicktabs can help. Any other suggestion on this is appreciated.

not clear what you mean as default - ah having a bunch of tabs across eg at /user

Yes. The bunch of tabs.

You can give them a My Details block that shows at /user plus on other paths

Could not understand where is the My Deails block. Did you mean the one generated using Drupal Views?

but don't forget civi also has the contacts dashboard at civicrm/user?reset=1

It looks neat. Cons: Custom Data are not shown when "Edit Contact Information" for Relationships.
Anyways, I am going ahead with webform_civicrm and Drupal Views.

Just need help in identifying how to Theme Druapal Views.
For now I think, I will use quick tabs.
Seems the Display Suite is a good thing to try.