I am running Drupal 7 with Civi, both on the latest version. I would like a user to be able to register to become a member on behalf of an, which creates an account for a user in Drupal core, who can then edit the organisation details.
I've setup the process so far using CiviCRM Profiles and Webforms. Here is my current setup:
User applies for an account using profiles and Drupal core using logintoboggan to control this part.
User account is accepted, and an email is set to a webform link
webform: Number of Contacts: 2
2: Individual (here I have linked the Individuals Current Employer to the Organisation and added them to a group – which is used in a rule to active the user in Drupal’s core, so the user can login after completing registration)
Users are then prompted to pay . This workflow works, mostly anyway.
A couple of questions:
1: Is using the method of adding the Individual to a group which activates the Drupal core user the best method? I feel that this is messy, especially when the organisations membership is due for renewal and if the organisation doesn’t renew how is the individual account deactivated? Is there a better way?
2: How do I allow the user to edit the organisations details?
I have many other thoughts/questions. But this enough… for now :)
Thanks for your help!