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Author Topic: WordPress Getting Client to be able to veiw there record  (Read 386 times)

jtattersall

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  • Posts: 33
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  • CiviCRM version: 4.5
  • CMS version: drupal 7
  • MySQL version: 5.1.70-cll
  • PHP version: 5.3.26
WordPress Getting Client to be able to veiw there record
May 23, 2014, 05:16:40 am
 
Hi There

I Could do with some help on How to make a contact record avalibe to that client using the WP User account.


For example on Joomla and Drupal the can click on there name in the recent tab and it will bring up the whole record with us.

I have Given the roles the correct permissions  but there is no recent tab so they can't click on there name.


I have tried the search function this work as long as the is only on contact with that name but in a live version this ain't praticul also when you allow them to search they can then see there record but the can see a quick view of other contact like the home address which is not good for there privacy and is a breach of data protection.

Is there a way of doing this so the user can veiw there record on WordPress with in civicrm

Many Thanks

J Tattersall

LenInkster

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Re: WordPress Getting Client to be able to veiw there record
May 30, 2014, 06:43:49 am
What versions of WP and CiviCRM are you using?

I have several installations of CiviCRM 4.4.1 on WordPress 3.9.1 and have been able to do what you are asking very simply.

In each of these I do not give anyone except staff members access to the full contact record.  This is because much of what is on it is not for the eyes of the individual but is used for organizational purposes.

I allow the user to see, and edit their information by creating profiles, and then give them access to the profile by incorporating it in a WordPress page.

This can be done simply by adding the CiviCRM short-code in the page using the CiviCRM button on the page editor.

You will end up with a page that has a title and ONLY code like this:

[civicrm component="profile" gid="13" mode="edit"]

Don't try to put any other text on the page, I've found WordPress can mess the page up if the CiviCRM short-code is not the only thing in the page content box for profile edits.

Let me know if this helps.


Pages: [1]
  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
  • Using CiviCRM (Moderator: Dave Greenberg) »
  • WordPress Getting Client to be able to veiw there record

This forum was archived on 2017-11-26.