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Author Topic: Membership Structure / Sign Up Question  (Read 1064 times)

tagnw

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Membership Structure / Sign Up Question
March 14, 2014, 10:06:56 am
I have two types of membership: Individual and Business.  Individual is straightforward.  Business, however, has four levels, and each allows up to a certain number of employees to be part of the membership.

I have the four levels and their thresholds set up.  Now I am trying to figure out the front-end side of things.  In my current CRM, the membership primary contact can go in and add or remove employees from the membership.  From what I can tell of CiviCRM, it looks like anyone can go and select and existing company and join as a member under whatever company they choose.

My questions are:

(1) Can there be a "gatekeeper" of sorts for a business membership who has the ability to add and remove people, and if so, how is this accomplished?  If not, how do you handle individuals joining under company memberships?

(2) Can there be some sort of check put in place so that any individual who joins under a company has to have an email address @ the primary contact's domain (i.e. if the primary email is @microsoft.com, then the individual must have @microsoft.com for their email as well)?

Thank you!

tagnw

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Re: Membership Structure / Sign Up Question
March 20, 2014, 11:37:40 am
No one??

tagnw

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Re: Membership Structure / Sign Up Question
March 25, 2014, 10:23:39 am
I really could use some help...  ???

Dave Greenberg

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Re: Membership Structure / Sign Up Question
March 25, 2014, 11:44:49 am
I'm not aware of a way to do this for self-service / front-end use - but I'm asking around to some folks who work w/ a lot of clients that use inherited memberships, so hopefully will come up w/ some answers shortly.
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petednz

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Re: Membership Structure / Sign Up Question
March 25, 2014, 11:59:25 am
Concur with Dave that neither of your requests are current features and haven't seen them on anyone's drawing board, If this was Drupal I would rant on about using a combination of Views and Webform- CiviCRM to get closer to 1/
but only mentioning that in case drupalers come along here later on looking for similar features
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tagnw

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Re: Membership Structure / Sign Up Question
March 25, 2014, 12:20:03 pm
THANK YOU for some replies!  :)  So, if there isn't an inherit gatekeeper for company memberships, part two of that question was:

Quote from: tagnw on March 14, 2014, 10:06:56 am
...how do you handle individuals joining under company memberships?

Can anyone just add themselves up to the company limit?

petednz

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Re: Membership Structure / Sign Up Question
March 25, 2014, 12:26:08 pm
If the Current Employer field is available to users, then yes they can add themselves as a non-permissioned 'employee of'

If you are using a different relationship for the membership Inheritance then that doesn't automatically give them the membership.

in drupal, at that point I would be allowing the Head Honcho to then choose who to give the 'membership' relationship to.

in civi, i would probably work down the track of getting new capabilities added to the Contact Dashboard so user A who has permission to edit Org B - and perhaps who also has a relationship created with contact C by some post-hook process - could then add/remove relationships between Contact C and Org B

(sorry for the hand-wavy bit in the last para)
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Dave Greenberg

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Re: Membership Structure / Sign Up Question
March 25, 2014, 12:35:41 pm
Following up on Pete's last post - the current Contact Dashboard capabilities allow a 'permissioned' employee of the organization holding the membership to access that organization's Contact Dashboard (see snippet attached). However, the organization's dashboard does not currently display or allow add / remove of relationships. So some additional coding via extension or patch for core would be necessary to add that functionality.

In terms of gate-keeping - it might not be too hard to implement a form validation hook on the membership signup form to match the user's email domain to the selected member organization. If you're interested in going that route - might post some more details on how you've set up the signup form and the membership type etc.
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tagnw

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Re: Membership Structure / Sign Up Question
March 25, 2014, 12:51:43 pm
Quote from: petednz on March 25, 2014, 12:26:08 pm
If you are using a different relationship for the membership Inheritance then that doesn't automatically give them the membership.
I'm not sure I have even come across where or how I can change the inheritance?

petednz

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Re: Membership Structure / Sign Up Question
March 25, 2014, 01:19:27 pm
An inherited Membership uses a Relationship - I was just suggesting that you could use a relationship that is not 'employer of'

this is a setting in the Membership Type - under Admin - CiviMember

not easy to 'change' when it is already set up as you would have to do some sql to switch existing memberhips to use a different relationship
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tagnw

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Re: Membership Structure / Sign Up Question
March 27, 2014, 12:12:00 pm
Quote from: petednz on March 25, 2014, 01:19:27 pm
An inherited Membership uses a Relationship - I was just suggesting that you could use a relationship that is not 'employer of'

this is a setting in the Membership Type - under Admin - CiviMember

not easy to 'change' when it is already set up as you would have to do some sql to switch existing memberhips to use a different relationship
Ah, I already have close to 2,000 contacts in my DB, so that might be a bit of a pain!   :-\

petednz

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Re: Membership Structure / Sign Up Question
March 27, 2014, 12:48:33 pm
200 or 2000 i think the sql is the same effort ;-)

if you search the forum you may already find a recipe for doing it
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tagnw

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Re: Membership Structure / Sign Up Question
March 27, 2014, 01:10:47 pm
Quote from: petednz on March 27, 2014, 12:48:33 pm
200 or 2000 i think the sql is the same effort ;-)

if you search the forum you may already find a recipe for doing it
Ha ha, I guess you are right on the SQL side of things.  Duh.   ;D

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  • CiviCRM Community Forums (archive) »
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  • Membership Structure / Sign Up Question

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