How can I redirect users to the contact dashboard after login?

Question

We're on civicrm 4.5.8 and drupal 7.

I'm testing accepting donations including recurring, which means the contacts will need logins. When they login I think I'd like the landing place to be their contact dashboard or at the very least have a direct link to it in the menu. Right now it seems that the users have to select My Account then after their name and address stuff there is a link for View Contact Dashboard.

Can I make it go their directly after they login?

Really, ideally, depending on their role I'd like them to be directed to different places, e.g. back office staff goes to the standard Civicrm home page normal users go to contact dashboard.

Answer 1

Your best bet with Drupal is to use the Rules module. I think you also need to have CiviCRM Entity installed to get the proper tokens.

Add a new Rules Component:

1. Component Plugin: Action Set
2. Name the component (e.g.: Fetch CiviCRM ID of logged in user)
3. You only need one variable, choose CiviCRM > CiviCRM Contact (may need the CiviCRM Entity module for this step). Give it a label (e.g.: Contact) and a machine name (e.g. civi_contact). For usage, leave it on Parameter.

For the actions in the Action Set:

Add new action (1):

1. Entities > Fetch Entity by Property (not one of the many possibilities listed under CiviCRM headings)
2. Value: User
3. Property - Value: CiviCRM Contact
4. For Value - Data Selector, choose whatever the machine name of your Variable above is (e.g. civi-contact).
5. Limit the result count to 1.
6. Save

Add new action (2):

7. System > Page redirect
8. Specify your URL - you should now be able to use the [your-machine-name:id] token (e.g. [civi-contact:id]) to fill in the logged in user's Civi Contact ID.
9. Save

Then create a new rule

1. Reacts on Event: User > User has logged in
2. Add a condition: User > User has role(s); specify which role(s)
3. Set actions: use the Rules component that you just created (all the way at the bottom of the list).

Lastly, clone the rule component and rule as much as you need depending on how many different roles are going to different places.

Answer 2

Allen has a great explanation for how to do this, particularly for anytime anyone logs in. Just for completeness, I wanted to make sure this simple option was documented, too.

You may not really want all logins to go to the contact dashboard. It may be really that you want certain links to lead people there, but others logging in (you and other admins, for example) should end up somewhere else. In that case, you can link to

http://example.org/user?destination=civicrm/user

(replacing http://example.org with your base URL) wherever you want people to log in and end up at the user dashboard.

Note that this does not work well with additional parameters, so a redirect to a particular contribution page won't work well, since the page ID isn't in the main Drupal path.