5

I am relatively new to Drupal (I using version 7) and CiviCRM. I have set up a website in which members will be entered manually, rather than using an online signup form.

I am envisaging the workflow to be:

  1. Admin user logs on to Drupal website and goes to CiviCRM
  2. They create a Membership for a Household
  3. For each member of that Household, they create a related Contact

At this point, I want a new Drupal user to be created for each Contact, so that they can log in to certain restricted parts of the website.

All the documentation I have seen so far shows it working the other way around - creating a Drupal user causes the creation of a CiviCRM contact.

So, is what I am asking to do possible and does it make sense in the Drupal/CiviCRM context.

Thanks,

Carl

4

This can work -> when on the Contact Summary View -> under Actions -> an Admin can create a user account for that Contact;

And then to Automate this workflow: you can use CiviCRM Entity module + Drupal Rules configured to create a Drupal user account when a Membership (of specific id) has been added;

Working example:

enter image description here

  • Thanks for the response, but I was wondering if there was a way for Drupal/CiviCRM to do this automatically? – user2430147 Mar 17 '18 at 18:36
  • Added that in above for you; – KarinG - Semper IT Mar 17 '18 at 18:37
  • Added a working example of such a rule above – KarinG - Semper IT Mar 18 '18 at 15:15

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