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  • Using Privileged Relationships to display profiles
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Author Topic: Using Privileged Relationships to display profiles  (Read 816 times)

stevegjacobs

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Using Privileged Relationships to display profiles
May 20, 2014, 09:19:09 pm
Hi
I have an application where we have imported all the schools as organisation contacts and are creating Principal and Student contacts.  I am creating a relationship between a school principal and students. I want the principal to be able to view the complete student profile - including custom data, only for his own students. Using the 'My Contact Dashboard' feature the principal can see the list of his students but can only view the basic contact information, not all the custom data. Is there a way to do this? I was hoping the the relationship feature could be a way of restricting each principal to only see his own students, and hopefully to display this for the principal from Joomla Front End. I am using CiviCRM 4.4.5 and Joomla 3.3.
Thanks
Steve
Steve Jacobs

The smallest act of kindness is worth more than the grandest intention.
Oscar Wilde

petednz

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Re: Using Privileged Relationships to display profiles
May 21, 2014, 12:09:08 am
Hey Steve - i think this extension we built might be what you need

https://civicrm.org/extensions/relationship-permissions-acls

it lets you use permissioning on the relationship to function as an ACL

hope that helps
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stevegjacobs

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Re: Using Privileged Relationships to display profiles
May 21, 2014, 04:31:45 pm
Thanks,
I've downloaded that and I'm trying it now, but so far I haven't got it doing what I need. What I want is the principal of a school to be able to log into Joomla front end, and see a list of his own student/participants, and be able to click and view their complete profiles, including custom data. Can you point me to any more detailed instructions on how to use this extension?

Best regards,
Steve
Steve Jacobs

The smallest act of kindness is worth more than the grandest intention.
Oscar Wilde

stevegjacobs

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Re: Using Privileged Relationships to display profiles
May 22, 2014, 03:15:09 pm
Hi
I can create a Joomla menu item to 'my contact dashboard' and it comes very close to what I want to display. It shows a list of related contacts the logged in person has access to - in our case we've set up a relationship where a school principal can see the students registered from his school. This is almost exactly what we want, except that the principle only has access to edit basic contact info. We need the principle to be able to view the student's complete profile - including a couple custom field groups - Can anyone suggest a way to do this?

Thanks
Steve
Steve Jacobs

The smallest act of kindness is worth more than the grandest intention.
Oscar Wilde

petednz

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Re: Using Privileged Relationships to display profiles
May 22, 2014, 03:29:16 pm
only what i suggested above unfortunately

might help if you flesh out what did/didn't work with the extension - it certainly sounds like a good fit for your use case - perhaps with some tweaks

but yes someone else might come along with a better suggestion
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stevegjacobs

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Re: Using Privileged Relationships to display profiles
May 23, 2014, 01:31:08 am
Hi Peter,
It does sound like a good fit, and I've tried to figure out how to use it, but I must be missing something. I can log in as the principal and get a list of related student contacts. I just can't figure out how to display the full profile of the student. If you have any tips on how to use the extension, I would appreciate it!
Thanks
Steve
Steve Jacobs

The smallest act of kindness is worth more than the grandest intention.
Oscar Wilde

stevegjacobs

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Re: Using Privileged Relationships to display profiles
May 23, 2014, 10:06:15 am
Hi again,
I'm not sure how I did it,  but it appears that I have done something that has gotten your extension to work properly in civicrm Joomla back end. However, our customer wants it to work in the front end of the site. I'd still appreciate any advice or tips on setting this up. If I can get what I am seeing in the back end to work in the front, that would be brilliant!
Thanks
Steve
Steve Jacobs

The smallest act of kindness is worth more than the grandest intention.
Oscar Wilde

petednz

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Re: Using Privileged Relationships to display profiles
May 24, 2014, 05:35:31 pm
Sorry can't help in terms of Joomla front end stuff - in Drupal it would be a combination of Views and Webforms - i don't recall threads that suggest joomla equivalents are being used for this
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SarahG (FountainTribe)

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Re: Using Privileged Relationships to display profiles
May 28, 2014, 02:24:30 am
Steve -

I have done something similar ( except it was parents who needed to see/edit their children) in the self-service area.

What I suggest:
1) Instruct the principal to login, then click the link http://mygroup.org/civicrm/user   (This is the URL under Drupal for the "User Dashboard". I created a shortcut to this link on my front-end website that is only visible to logged in users)

2) Scroll down to the bottom of the "user dashboard", there they will see a section labeled "Your Contacts / Organizations"

3) There will be links to view/edit any other contact that the user has a permissioned relationship with. 

You many want to customize the URLS on that page to point to specific custom profiles, which include any fields ( including custom fields) that you want the principle to be able to view  or edit.
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stevegjacobs

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Re: Using Privileged Relationships to display profiles
May 28, 2014, 09:29:40 am
Hi,
I have gotten this to work the way I need it to. It involved adding the extension suggested above (Thanks Peter) and then working out how to create a joomla menu that displayed the relationship. One menu that works is creating a url link to an internal page like this:

?option=com_civicrm&task=civicrm/contact/search&reset=1

This should work with any privilaged relationship you set up.

Thanks again,
Steve
Steve Jacobs

The smallest act of kindness is worth more than the grandest intention.
Oscar Wilde

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  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
  • Using CiviCRM »
  • Using Core CiviCRM Functions (Moderator: Yashodha Chaku) »
  • Using Privileged Relationships to display profiles

This forum was archived on 2017-11-26.