0

What permission must I grant to a user so that he can display his dashboard (/civicrm/user?reset=1) ?

(Currently running Civi 4.7.27 / Drupal 7.59)

enter image description here

1

Dashboard & Permissions

If you want to give the user ability to see information on themself, the permission seems to be CiviCRM: access Contact Dashboard. (I expected CiviCRM: view my contact to be a requirement also, but it doesn't seem to be necessary for a contact to view their own dashboard.)

If you also want to give the ability to edit the logged in user via the contact dashboard, the permission is CiviCRM: edit my contact.

Permission to access to other CiviCRM components may dictate which Dashboard elements appear on the user's dashboard.

Here's CiviCRM's documentation on permissions.

  • If you're using Drupal, you can also configure the Drupal user edit screen to include specific CiviCRM profiles/fields for the user to self manage (check View/Edit Drupal User Account in the Profile's settings), and you have the option of Webform as well. – Chris Burgess Jul 7 '18 at 10:51
  • Sorry, but even with Civicrm : edit my contact permission, access is still denied. I edit my question to show a creen shot of what I want (Profiles is not a solution for me) – Jacques-Marie Moranne Jul 7 '18 at 16:30
  • I tested this locally on CiviCRM 5.2 and have updated the answer! – Chris Burgess Jul 7 '18 at 18:47
  • Hi Chris, hi Pete, I don't want to tune or control the display (I know how to do that, using Views or Profiles) ; I just want an authenticated user to be allowed to display his dashboard (which I can do as an admin : see my screen-shot) ; neither VIEW MY CONTACT nor EDIT MY CONTACT permissions enable that, so what permission must I grant ? – Jacques-Marie Moranne Jul 10 '18 at 9:28
  • Hi Jacques, the answer above recommends permission CiviCRM: access Contact Dashboard in the first paragraph. (I'm surprised that you don't also need CiviCRM: view my contact, but that was what I found when testing locally with CiviCRM 5.2.) – Chris Burgess Jul 10 '18 at 11:32
2

... and then there is Views

if you really want to fine tune what the user can 'see' then either directing them to a drupal path with various Views Blocks, or adding those Views Blocks to show on the Dashboard page can help.

If you also want the user to be able to modify 'some' data about themselves, then linking from the Views Block to a webform with ?cid1=[id] can usually take a user to a prefilled Webform where you can finely control what they see and what they can edit.

1

Consider Profiles

Another common method for exposing a limited set of fields for users to self-manage is a Profile, allows contacts to edit specific fields only. Advantages of Profiles include:

  • Not all CRM data is directly visible or editable to the contact, so Profiles can allow limited editing functionality to ensure organisational data integrity.
  • Profiles can be accessible to contacts who do not have a CMS user account - many sites don't have matching (CMS) User accounts for all their (CRM) Contact records.

See the documentation on CiviCRM Profiles for more details, and Initial Setup → Customising the user interface also.

Your Answer

By clicking “Post Your Answer”, you agree to our terms of service, privacy policy and cookie policy

Not the answer you're looking for? Browse other questions tagged or ask your own question.