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  • CiviCRM Community Forums (archive) »
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  • User requirements
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Author Topic: User requirements  (Read 903 times)

amommy

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User requirements
March 07, 2015, 01:17:55 pm
Hello all,
we need some help deciding whether to use CiviCRM and if so with what CMS. Either Wordpress or Joomla would be fine, I have used both and have experience developing sites for both. We need certain permissions and access levels and was wondering if we even need CiviCRM or something completely different.
User hierarchy: Besides the obvious admin who will have access to the entire site and webmaster who can change a few things on the site but not access personal info we have three main user groups.
Judges/Board
Coaches/Instructors
Students/Members

Students have a profile page (public and internal) that is like a resume. what they have accomplished, images, video, audio.... Students are either free or paying members and not all students have coaches.
Coaches can see private profiles of all their students only, they can make changes to their profiles and can contact them. they can assign and unassign students.
Judges and Board can see but not edit profiles of Coaches and Students. They can contact coaches. If a student has a coach they can contact the student through the coach if not they can contact the student directly. (that's to give credit to the coaches)

How it should work
Judges send out assignments to the entire community or select coaches to send to their students or send to only specific students.
Coaches can select from their pool of students to send the assignment.
Students can select the assignment they want to complete. The student completes the assignment and sends it to the coach who sent it to them or directly to the assignment creator. this assignment can include pdf, video, and/or audio.
Free students can see the assignment but cannot see contact info of creator, cannot register for it and cannot submit to it without a pay per assignment.
All Students can have a public profile page if they choose.
Students select their coach by inputting a coaches userid/name and that coach must approve the student before they are assigned to them. Student can have multiple coaches.

Judges and Coaches can have assistants (like subaccount) who can submit/view on their behalf.
Assignments have expiration dates, locations and some may have pay/prizes.

A student can view their history of all the assignments they were sent and submitted, these can be archived/deleted.
Coaches can also see the assignment history of the student.

Will CiviCRM help us accomplish this? which would be better Joomla or WordPress?
Any input greatly appreciated.







FrTommy

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Re: User requirements
March 07, 2015, 08:18:07 pm
I think CiviCRM would work great for this use case. Someone else who is more experienced at setting up the different permissions would have to give feedback on how to set it up but I know civi can do it.

I'm thinking your assignments would be civi activities as you can assign those to a contact (or multiple contacts). Civi also has the ability to send email to individual contacts or to whole groups. With permissioned relationships you can give permission to edit another contact's details.

Honestly though, I would choose Drupal for this instance as it works much better with Civi and has more options when it comes to permissions.

petednz

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Re: User requirements
March 08, 2015, 02:46:37 pm
Hi - I would echo the comment about Drupal. We have set up similar systems with the tiered permissions etc that you need. And being able to do this using Views and Webforms removes a lot of problems that I would expect you would hit with WP or J!

Whichever way you go, i would recommend the extension Eileen from Fuzion developed https://civicrm.org/extensions/relationship-permissions-acls

which lets us set access permissions based on Relationships.
Sign up to StackExchange and get free expert advice: https://civicrm.org/blogs/colemanw/get-exclusive-access-free-expert-help

pete davis : www.fuzion.co.nz : connect + campaign + communicate

amommy

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Re: User requirements
March 08, 2015, 07:50:29 pm
Thank you for your replies. The reason I didn't mention Drupal is that I haven't used it in YEARS and even when I did it was out the box not much customizing. We are currently testing WP and Joomla and I am now adding a Drupal test site. Hopefully things work out and we can get this live soon.

FrTommy

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Re: User requirements
March 09, 2015, 07:07:42 pm
I wouldn't even consider trying this setup on WP or Joomla......it just simply won't work or it will be such a headache you'll regret ever thinking about doing it.

Drupal is the only way to go.

Pages: [1]
  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
  • Pre-installation Questions (Moderator: Dave Greenberg) »
  • User requirements

This forum was archived on 2017-11-26.