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Author Topic: confused about pathways for non-admin users  (Read 1833 times)

joachim

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confused about pathways for non-admin users
July 11, 2008, 10:03:41 am
Hi everyone :)

I've just installed CiviCRM on Drupal and starting to get to grips with it.

I'm a bit confused about what the intended workflow is for non-admin users.

How does a user get to their dashboard? I'd like users to be able to sign up for events, pay for membership, etc.
The path for this appears to be /civicrm/user?reset=1&id=[contactID], but there's no link visible to my regular user in the Drupal menus or CiviCRM blocks.
There's a link to /civicrm/dashboard?reset=1 which isn't the dashboard even though has 'dashboard' in the path, but that's the admin interface (I've probably enabled too many Drupal permissions for authenticated users, just to and figure this out.)

I get the feeling I'm missing something or trying to go about it the wrong way.
Any advice would be much appreciated!

Dave Greenberg

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Re: confused about pathways for non-admin users
July 11, 2008, 10:28:05 am
Links for non-admin users to access most constituent-facing CiviCRM-powered features are created by you in your content pages, Drupal blocks etc. based on how and what you want to "promote"....

* A persistent "Donate Now" button in your theme could link to an online contribution page. "Join Now" could link to membership signup, etc.
* You can create a block listing upcoming events (simple PHP code for this is on the wiki) - or just post links on various content pages or theme blocks.
* A link to the contact dashboard (civicrm/user?...) is included in the CiviCRM "Shortcuts" block - but I think most sites also expose this on their nav block / menu. Since this feature is only for logged in users (we need to know "who they are") - you don't need to pass the contactID in the URL. CiviCRM will grab that from the user's session. This dashboard is primarily informational (what contributions have you given, what events are you registered for, what "groups" are you subscribed to...).
* Profiles for viewing / editing contact-controllable data can be linked from your nav blocks as well - or as many do - embedded in Drupal's User Registration and My Account pages. There's a section in the wiki on "Linking Profiles".

HTH
dave
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joachim

  • Guest
Re: confused about pathways for non-admin users
July 14, 2008, 04:18:51 am
Thanks Dave :)

I found the PHP code to create the listing of events -- does just the trick. It would be cool if this got built into CiviCRM though.

Dave Greenberg

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  • I’m (like) Lobo ;)
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  • Posts: 5760
  • Karma: 226
    • My CiviCRM Blog
Re: confused about pathways for non-admin users
July 14, 2008, 10:07:13 am
Yep - 2.1 will include a built-in HTML listing to go along w/ the existing RSS and iCal feeds (which are available in 2.0). You can preview this feature on the sandbox:

http://sandbox.civicrm.org/civicrm/event/ical?reset=1&page=1&html=1
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joachim

  • Guest
Re: confused about pathways for non-admin users
July 16, 2008, 02:51:23 am
Quote from: Dave Greenberg on July 11, 2008, 10:28:05 am
* A link to the contact dashboard (civicrm/user?...) is included in the CiviCRM "Shortcuts" block - but I think most sites also expose this on their nav block / menu. Since this feature is only for logged in users (we need to know "who they are") - you don't need to pass the contactID in the URL. CiviCRM will grab that from the user's session. This dashboard is primarily informational (what contributions have you given, what events are you registered for, what "groups" are you subscribed to...).

The shortcuts block isn't showing for a non-admin user.
Also, when a user gets to their dashboard at civicrm/user?reset=1, how do they then go to sign up to memberships, make contributions, etc? I just see messages like 'There are no contributions on record for you.'

Dave Greenberg

  • Administrator
  • I’m (like) Lobo ;)
  • *****
  • Posts: 5760
  • Karma: 226
    • My CiviCRM Blog
Re: confused about pathways for non-admin users
July 16, 2008, 10:18:03 am
The Contact Dashboard is primarily informational. Its up to you / site designer to place links wherever you want them in your theme for "make contributions", "membership signups", "event listings / registrations" etc.

The shortcuts block is primarily for backoffice staff and not really useful for you. I'd suggest you create your own Drupal block w/ link to the Contact Dashboard (if you find it useful) - and you could also include links for any online contribution pages, membership signup pages, etc. in that block. Info a about "linking contribution pages, profiles, etc." is on the wiki, and the correct link to any of these "places" is shown from where you create / manage them as well.
Protect your investment in CiviCRM by  becoming a Member!
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  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
  • Using CiviCRM (Moderator: Dave Greenberg) »
  • confused about pathways for non-admin users

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