CiviCRM Community Forums (archive)

Access to updating "your organization info" (e.g Stoob Test Org) is provided via your the "My Contacts / Organizations" section of your Contact Dashboard. For the test you set up - you can see this by going to http://drupal.demo.civicrm.org/civicrm/user?reset=1 (while logged in as the 'demo' user)

So a "real life" user would need to have only the "access Contact Dashboard" permission enabled - and they could then maintain their org(s).

The implementation details are described here if you want to review them:
http://issues.civicrm.org/jira/browse/CRM-2963

I've updated the configuration for Membership Signup on the demo (Configure >> Title and Settings >> Allow individuals to contribute and / or signup for membership on behalf of an organization?

So now you will see this checkbox on the Signup form:
[ ] I am contributing on behalf of an organization.

The permissioned individual user will also be able to Renew membership for "their" organization - as described here:
http://issues.civicrm.org/jira/browse/CRM-2971

Sound like you are both happy. As I tried to follow this, I am left wondering why the data in Profiles is not showing (ie data for LW Wilson not showing in - MyAccount>Edit) but suspect it is in the drupal permissions on the demo site. Dave is this right?

If you see I have set up new profile with new data, entered data for LW Wilson, and it is not showing on MyAccount.

Meanwhile good to have an excuse to try out the 'permissioned' aspect of 2.1 - looks very helpful.

Separate point - we seem to have a field in Summary called Website, but which is called Home URL - if this is correct it may be less confusing to use same terminology.

re data in Profiles not showing... not sure at this point what "case" you're referring to, demo has been reset I think

if that was at me, no probs it was simply that the details were not showing in the profile in My Account and I wondered if the Permissions had not been set up on the demo for Profiles - not sure I will get around to retesting as will only matter if it is a problem on ours when we have permissions set up

re "Website" vs "Home URL" - good point. The profile drop-down uses the DB column name which is not appropriate. I've filed a fix for 2.2:
http://issues.civicrm.org/jira/browse/CRM-3647

great

Am I right in saying that the Contact Dashboard -> Related Org method cannot be used? (cf. http://blog.civicrm.org/node/318#comment-3018 : "Updating contact info for the organization will be part of the 2.1 implementation. Access to "other organizational data" would be a custom / or future release feature.")

yes

And so is the only available method sending a profile link with contact checksum? (cf. http://wiki.civicrm.org/confluence/display/CRMDOC/Linking+Profiles ) - This doesn't seem a satisfactory replacement for the previously available functionality of having Org profiles available through My Account, because it doesn't provide the ongoing facility for users to log in and change their org's details. I wonder if a hack would be possible to put a profile link with contact checksum on the Contact Dashboard?

a hack to add that to the contact dashboard should be possible. Since its a site specific profile, i suspect the hack will be site specific also. ping us on IRC if u need help on this

If these are the only current options, would it be a major piece of work to allow profiles to be used for the Contact Dashboard -> Related Org edit form?

its a bit of work, so a code contribution / sponsoring the feature would be great. We think it would be 50-100 hours of work. Contract and rates on the wiki

lobo

Reviving this thread for CiviCRM 4 and Drupal 7

Like many others it seems, I'm looking for a simple way to give my signed-in Drupal users the ability to update/edit the contact record for their organization. I tried creating a profile called "My Organization" with all the fields I want users to be able to edit, I added it to my Drupal User Edit screen, making sure the proper relationships were set up for the User/Individual... but no fields show up when I go to the "My Organization" sub-tab. I guess I was being a bit too naive/hopeful that it would "just work" that way.

So really, seriously, what's the best way (or any way) to do this? I've scoured the official documentation looking at how to link Civi profiles, I've read through this thread a few times now (as well as the one mentioned in the previous comment by davej), I've  tried building a custom Drupal module (as per ToddW's code here http://forum.civicrm.org/index.php/topic,12839.msg55463.html#msg55463 - alas doesn't seem to work with D7/Civi4)... I'm still baffled. Is there no "easy way" to do this?

Any insight MUCH appreciated!!!

We are "pretty close" to being able to replace the hard-coded 'related contact' form with profiles (linked from contact dashboard for permissioned relationships). This would be a good alternative to the webform integration if that approach doesn't fit your requirements - so if you're interested in helping to push this forward, ping us on IRC or here.

One option to move this forward is to have a sponsor step up and "make it happen". Estimate for this work is 12 hrs @ core billing rate of $75 / hr = $900. If your organization is able to sponsor all or a chunk of this work - that would be great.

Hi Dave,

Sorry to not get back to this sooner, it's been a crazy couple weeks. Long story short, my client (who I've been helping migrate from an old .ASP site to a shiny new Drupal 7 / CiviCRM 4 solution this summer) has not only declined to step up to "make it happen" for this functionality, but also decided to halt all further development on the project for another 6-12 months in the hopes that this and other integration issues (mainly related to Views) get worked out.

So I'm now the proud owner of a half-built association website AND I'm out a paycheck. Well at least I learned a lot.