CiviCRM Community Forums (archive)

I know that a permissioned relationship can be established between and Individual and an Organization during the membership signup process with "on behalf of".  However I am importing several hundred Organizations and their Employees.  For each Organization we will need to import one main "representative" capable of having a permissioned relationship with their Org.

I looked here: http://wiki.civicrm.org/confluence/display/CRMDOC/Relationship+Types and also in the Relationship Types section of CiviCRM admin for the "permissioned" feature.  No luck finding any information on how to do this.

Any ideas folks?  Thanks!  If you can describe the process here and we have no Docs for it I will write the docs.

gracias...for #3, where is the "permissioning" column in the database that sets this?  what table?

Thanks for the info.  I just used PHPMyAdmin to access the database directly rather than bother writing a script.

1) I created a new relationship called "Company Representative..."
2) In PHPMyAdmin find the Id number of "Company Representative" and this is XX
3) Import all your individuals and establish this Relationship during Import process... note I established 2 relationships during import process "Employee of..." and "Company Representative of..."
4) After import Run this simple query in PHPMyAdmin (or on command line).
UPDATE `civicrm_relationship` SET `is_permission_a_b` = 1, `is_permission_b_a` = 1 WHERE `relationship_type_id` = XX
Where XX is the id number of your permissioned relationship type

Thanks ... Hope this helps others too!

PS. Hey people don't forget to always backup your database before you start messing around with PHPMyAdmin!