CiviCRM Community Forums (archive)

I'm probably just missing something. I'm using CiviCRM in a WordPress site. I want to create a user who will only have access to donor information and not to client information. Let's call this person a 'development clerk.' So as I understand it I need to create someone who is either administrator, author, editor, contributor, or subscriber. If I want to use WP access control, I'd have to pick one of these five and give it a limited set of permissions and then create the development clerk as this type--eg, editor. But there are only five of these and it seems strange to call the development clerk an 'editor', say. And it also seems strange to tie up one of these five WP types for something as specific as a development clerk.

So I presumably want to use CiviCRM role and ACL structure. What I seem to be missing is how I create the user in the first place. Do I just create the development clerk as an administrator and then assign him/her to a role I've created and that role will have only limited permissions? Then if I want to create another kind of employee, say an events clerk, I would create another administrator and assign the events clerk to the events clerk role?

But this doesn't seem right--as soon as I create the person as administrator and they log in, they have full WP administrator rights before they even go to CiviCRM. But if I go to the other extreme and create the development clerk as a 'subscriber,' all they can see is their info page when they log in. They are not given an option to log into CiviCRM.

If I give  WP 'subscribers'  "access to CiviCRM" in WordPress Access settings, this seems to give what I want--the ability to log in but see only the user's own profile page and the access to CiviCRM.

I've done this and given the Development Clerk role the ability to view and edit Advisory Board group (in the sample data) and have 'all' on the profile "Contribution Bulk Entry". Yet when I log in as Development Clerk I can't seem to run a search that even shows me the members of the Advisory Board.

I'm thinking maybe I want to grant the ability to administer "CiviContribute." But I don't see how to set that up in CiviCRM ACLs.

Is there detailed example anywhere of how to create a role like development clerk--to search contacts for donation info, to enter donation info, to create new donors, to generate donation reports, etc. but not to have access to confidential client info or do other kinds of admin stuff. So far I'm not having luck trying to guess how to create these ACLs in WP.

Thanks.

I'll look at these. Thanks.