CiviCRM Community Forums (archive)

I'm trying to figure out a way to collect organizational contact information when a drupal user registers.

The scenario is that when a drupal user registers they will fill out information about themselves: name, address, and other contact information

They will also provide employer information and employer contact information. Ideally this employer (organization) information will be associated with them vial the "current employer" field, and also available as organization contact information.

I have created a profile for the individual information, and a second profile for the organization information.  I have ticked the option for both profiles to be used on user registration AND on user edit.  The organization profile does not show up on user registration and on user edit a tab for this profile does display but NO fields display.

I thought for a minute, and this makes sense technically because organizations are not directly associated with a drupal user.  From a functionality standpoint this does not seem to make sense though since there are many use cases where an individual drupal user is associated with one ore more organizations and can provide some information about them. 

I know there has been some discussion about this (i saw here http://forum.civicrm.org/index.php/topic,6407.0.html and elsewhere) and that it is a tricky issue because you do not want to allow users to edit the contact information for organizations they are not authorized to or authoritative about.

What are the potential solutions to this problem? where a user is providing information about their employer?
the only one that i can think of is to have them fill out current employer and then work address location information, and then manually fill in the address info for the employer organization records.  This does not solve some of my other requirements including some custom fields on organizations.

-gregory

Hey Gregory. We encountered a similar situation with a client, Native Americans in Philanthropy. 
Like peterd mentioned, this all may be irrelevant to you because NAP's registration process involves a contribution. But I'm posting this here in case it helps.

What we came up with (which is not pretty) is represented here: http://nativephilanthropy.org/civicrm/profile/edit?reset=1&gid=6

When an individual becomes a member on behalf of an organization (link above), they first encounter a profile with fields for themselves as the employee and an option to create a drupal user account. Upon submission of this page, they are redirected to a second profile (http://nativephilanthropy.org/civicrm/profile/create?reset=1&gid=7) with organizational fields (this creates the organizational record and obviously has no drupal account option). Then this second profile takes them to a contribution page allowing them to donate on behalf of their organization.

We initially included the "current employer" field in the first individual profile (step 1 link above) but realized that an organizational profile doesn't perform (well or at all) duplicate matching so it was creating an organization record in step 1 and a duplicate in step 2. Does that make sense?

Keeping the current employer field out of step 1 turned out to be ok because when someone contributes on behalf of an organization, it creates a relationship to the organization with the permission to edit the org. And when you donate on behalf of an org it does perform good duplicate checking. 

So to summarize, step 1 creates the individual with the drupal user account, step 2 creates the organization, and step 3 (the contribution) links the individual from step 1 to the org of step 2 with the adequate permissions.
phew..

This process still doesn't address the issues raised on the forum post you linked to as far as adding custom fields so permissioned users can edit them.

Hope this helps
Tony

Sorry to bump this up but I am wondering if anyone has made any progress to allowing individual users (with the "on behalf off" permission, via employer/employee relationship), the ability to edit custom fields in an organisational profile?

1. This feature is currently not in the development pipeline. We estimate that we will need approx 30-50 hours to switch to using profiles in the below case

2. You should be able to do most of the below using a combination of profiles, views and permissioned relationships

- On the website there should be a list with companies member of the organisation

Profile listing or Views2 listing

- In the company details, it should be possible to see the list of the employees

Maybe via views? or via a hook on profiles?

- To allow as much freedom as possible we would like to allow users to create a company profil (or select an existing employer) at the registration

Can be done via a hook. Based on your needs, maybe the "Current Employer" functionality meets your needs

- One single users / employee of a company should also be able to update himself the company details

Permissioned relationships will work here

lobo

I'm attempting the same thing basically but can't figure out a way to do it.

I want a user to be able to register through drupal, complete their info, add their current employer (which for me would be there church or ministry name) and also be able to add their Jurisdiction/Denomination as an organization. I'm not as concerned with the user being able to edit the information later on but I do want there to be a relationship created so that if I were to view that Individuals record I could see that they were related to this particular Jurisdiction/Denomination. And then If I view the organizations record I could see everyone that is associated with that particular Denomination. I have a profile set up now that is correctly making the connections between the Individual and the Current Employer (which is the Church/Ministry name). How can I add another field to allow a person to create a link with another organization as their denomination?

Any Ideas?