Questions tagged [roles]

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Reassign Role in Multiple Cases

What is the best way to reassign a case manger for multiple cases in CiviCase? For example, a case manager is leaving the organization and we need to reassign these cases to a new person. I can go to ...
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  • 1,101
1 vote
2 answers
25 views

Permissions and admin approval of additions and edits

I'm setting up an instance on Drupal for an organisation to use with delegated data entry roles. The main admin person would like a workflow step that requires her to approve any additions or edits to ...
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2 votes
1 answer
25 views

WordPress group assignment from CiviCRM member signup not working

Edit: I was missing something basic. I was mapping role to role, not capability, and forgot to hit Save Settings on the main WordPress Member Sync plugin settings page. Once I did that, and added the ...
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1 vote
1 answer
38 views

Include a CiviCRM role into Drupal View (custom dashboard)

I want to create a custom Dashboard with Drupal Views to substitute the built-in CiviCRM dashboard (because CiviCase dashboard shows cases for invisible contacts ). I want to set a contextual filter ...
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  • 431
1 vote
1 answer
35 views

How to restrict access to certain information for non-admin users (i.e. volunteers)

I'm working on a CiviCRM system which has volunteers who we need to restrict access to specific contact information. I've created a group for the Volunteers as well as a group (called Private Contacts)...
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2 votes
0 answers
149 views

Restricting contacts in groups using ACL roles

We want to create a role for a certain set of users in WP/Civi - to have access to only a certain group of contacts. Here's what we have done. Added the Members plugin to create new roles Assigned ...
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  • 73
0 votes
0 answers
28 views

Deleted Administrator

I accidentally removed the administrator role from myself, and now I can't get into my site. When I try to log in, I get the access denied message. If anyone knows a workaround for fixing my silly ...
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0 votes
1 answer
55 views

How to set up basic CiviCRM access for a user in WordPress?

I created a basic WordPress user with Author role. I sync'ed the user to CiviCRM and checked the corresponding Contact was created I edited the WordPress Access Control to grant some permissions to ...
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1 vote
0 answers
33 views

HOWTO organize hierarchical groups and ACLs in WordPress

We are currently using CiviCRM ver. 5.35.1 on WordPress ver. 5.7.1. All our contacts and organizations are included in groups related to (Italian) Regions, with Provinces within (the same organization ...
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1 vote
2 answers
25 views

SEPA Mandate not visible on Contact anymore

I have recurring sepa mandates on contacts (Members) but I can't see them while looking at the contacts. The mandates are working and I can create the XML Export for the bank. From the contact I can ...
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1 vote
1 answer
38 views

Drupal 8 version of CiviVRM Membership Roles Sync?

Is there a Drupal 8 version of the CiviCRM Membership Roles Sync module, or is one planned? I can't see it, or any opportunity to configure an equivalent facility.
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3 votes
2 answers
68 views

Open CiviCase via Webform with manager role assigned

We are trying to set up a webform to open a case and assign a case role (manager). I configured two contacts - coordinator and client - and assigned them to the case in the webform. The client as ...
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  • 51
2 votes
1 answer
36 views

Trying to set up read only role in Drupal

I'm trying to set up a read-only role in CiviCRM on Drupal. The environment is Drupal 8.9.12, CiviCRM 5.32.2 on Centos 8 with Apache. This is a brand new installation I'm setting up for an ...
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  • 51
1 vote
1 answer
22 views

How to identify if a contact id is associated with an administrator role?

I need to write a code to identify if a contact id is associated with an administrator role in my civiCRM extension and it needs to be platform independent. How can I achieve it ?
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  • 831
1 vote
1 answer
33 views

Create Role in WP from Group in CiviCRM

In WP 5.5/CiviCRM 5.29 I have only one membership type at the organization level and 2 groups of beneficiaries depending on some criteria. I have all the needed extensions from Christian Wach. I need ...
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3 votes
1 answer
80 views

How can I automatically add a Capability or additional Role in WordPress based on the data stored in CiviCRM?

* EDIT * We have a multi record custom data group with a field called "Status". When this field changes value to "Completed" we want people to see specific pages in WordPress. I have tried to setup a ...
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  • 696
1 vote
1 answer
47 views

How can I see which contacts have been assigned which roles and permissions?

How can i find out which contacts have been assigned which roles? I am looking to ensure that only a few key staff can access and edit our database... I can see we have two roles set up but I don't ...
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0 votes
1 answer
31 views

Any new functionality to sync smart groups to Drupal roles?

When last I checked CiviGroup Roles Sync did not work with Smart Groups. Has this changed with later versions (I'm on 5.17). There were some workarounds discussed back in 2017.
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  • 1,103
1 vote
2 answers
80 views

Access denied after contribution (thank you page denied)

I let my users register on my wordpress website using a contribution page on CiviCRM. It used to work fine but last time I tried to register a new user, instead of the thank you page, I get this ...
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  • 63
3 votes
1 answer
80 views

Users with Subscriber role in Wordpress cannot see & access CiviCRM

Users connected with the "subscriber" role in WordPress do not see CiviCRM nor access to it (404 error). It works well with WP admin role. I believe I have configured correctly the permissions in ...
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  • 137
2 votes
1 answer
54 views

Link Contact Type with Drupal Roles

I have the CiviGroup Roles Sync working fine but realistically i want to link Drupal Roles to the CiviCRM Contact Types. Is this possible? So if i add a role in Drupal it will be reflected in Civi? ...
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  • 521
2 votes
1 answer
23 views

Assigning Drupal roles on removal of inherited membership

I'm testing CiviMember Roles Sync to build a membership web site. The majority of our users are organisations, all of whose employees and volunteers should have access to the restricted nodes on the ...
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1 vote
3 answers
43 views

How can I generate a report for the financial transaction entered by USERS of certain "drupal Role"?

Finance department wants a weekly report of contributions taken by our shop. I have set up a drupal user role called "Shop" and permissions accordingly, and added staff to that role. But cant figure ...
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  • 2,846
5 votes
1 answer
239 views

How can I keep track of a "role" in an organisation (eg. secretary) over time (1980-1995)

Under individual contacts, I want to keep track of roles over time within my organisation's executive committee. So, every couple of years the Secretary, Treasurer, Chair, London Rep, Wales Rep etc ...
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  • 51
2 votes
1 answer
234 views

How to make the callback URL from Mailchimp accessible from anonymous users in Wordpress?

I'm trying to set up this Mailchimp extension for CiviCRM, but I got this error : So I tried to create a new webhook in Mailchimp, but when I copy-paste the webhook URL that CiviCRM gave me ( https:/...
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4 votes
1 answer
84 views

Case Manager is not shown for closed cases

I'm testing an upgrade from 4.6.38 to 5.5.3 and have noticed a new case related behavior that feels a little strange to me. When you close a case and subsequently the case roles expire and are ...
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  • 2,416
1 vote
0 answers
86 views

Module to Sync CiviCRM Organization's Related Contacts to Drupal8 Roles?

Is there an existing module or technique to sync Civi contacts and Drupal8 roles based on their relationships to a Civi Organization? Assume the contacts have linked Drupal user accounts. There ...
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3 votes
1 answer
127 views

Assigning multiple participant roles in civi event, through imports

I would like to assign multiple roles to event participants through imports. I can upload a csv to assign a user role, but if I import a second data source with a different role, it is set aside as a ...
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  • 31
3 votes
1 answer
48 views

CiviReport 'insufficient permission' error running financial report after update to 4.7.29

Only since upgrading CiviCRM to 4.7.29 from 4.7.11 (on Drupal), one of my users with 'editor' role is unable to run a financial report. The error she sees is: "API permission check failed for ...
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1 vote
1 answer
72 views

How to add a secondary Case Role that has access to Activities they are not 'on', eg ones that existed before they were added

We want to add a secondary case role that is similar to Case Manager with slightly less permissions (eg cannot change/add case roles, can't delete case etc). We have a relationship that can be added ...
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  • 27.2k
2 votes
2 answers
95 views

Way to sync CiviCRM memberships to Drupal group

The organization I work for wants to create a subscription that provides access to certain parts of our Drupal site using the CiviCRM membership subscription process, wherein they would subscribe to ...
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  • 2,436
1 vote
2 answers
57 views

how to trigger a Drupal rule on CiviMember Roles Sync?

We want to trigger a Drupal rule to display a message "Your membership has expired" when a user logs on. We have CiviMember Roles Sync set to "Synchronize whenever a user logs in or logs out. This ...
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2 votes
1 answer
46 views

Assigning User Roles not processing

I created a user role and operations. I tried assigning a group (access based) to the user role in the assignment section. It does not stick. I'm not sure what I am doing wrong. The role is set up as ...
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2 votes
4 answers
161 views

Multiple branch/chapter management with various access level of information

I am newbie to CiviCRM. I an searching for a solution to manage a multiple branches of an organisation with CiviCRM. Multiple branches will be spread across the glob. All the branches should have ...
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  • 21
5 votes
1 answer
122 views

Case Manager not updating correctly (CiviCRM 4.7.21)

When I added some case roles and set the case manager to one of these roles it doesn't appear to update on the case summary screen. Set up case http://dmaster.demo.civicrm.org/civicrm/a/#/caseType ...
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  • 826
1 vote
1 answer
79 views

Does CiviGroup Roles Sync work with bulk changes to groups?

Using CiviCRM 4.7.17 with Drupal 7.54 CiviGroup Roles sync adds and removes Drupal users from Drupal roles when changes to CiviGroup groups are done one Contact at a time from the groups tab for the ...
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1 vote
1 answer
70 views

CiviMember Role Sync not Syncing One User

Our Drupal 7.50 website is set up so that users can subscribe through CiviMemberships via a contribute page and then we use CiviMember Role Sync Module to assign them a new Drupal role. This has ...
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  • 2,436
1 vote
1 answer
25 views

Is there an extension to allow members voted into certain roles (e.g. director, communication director...)?

Is it possible to have an election of a group within CiviCRM. Goal: elect users to hold certain roles within a group (e.g. editor, communication director...) and thusly: allow members to vote use ...
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3 votes
3 answers
115 views

Can webform be used to terminate one Case Role and create a replacement?

Scenario: A case has a Purchasing Partner role. Sometimes that needs to be changed and we want to do so via a webform (from a View with links containing whatever cid1 etc it needs). My testing shows ...
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  • 27.2k
1 vote
1 answer
404 views

Wordpress User only to access CiviCRM

I would like allow a WordPress user only to have access to CiviCRM. I realise that it has to go through the WordPress interface, but we want the CiviCRM users to only be able to administer CiviCRM, ...
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1 vote
2 answers
42 views

Control Access to CiviCRM functions/actions available to Contacts

We have Drupal-CiviCrm setup with the sample data + Webform and WebForm_CiviCRM and have successfully created a webform which displays a form that allows you to filter the list by Org or Contact name ...
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  • 137
2 votes
0 answers
105 views

ACL view & edit two contact groups

I'm running CiviCRM 4.6.9 (yes I'm late!) with Drupal 7. I have two groups of contacts (regular, not smart groups) A and B. I need to allow a group of user to view and edit contacts in these 2 ...
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2 votes
3 answers
53 views

Different forms depending on user roles

I want to customize the "Edit Contact" form depending on roles. What's the best way to do it? create different templates. It's possible to distinguish inside a .tpl the user role? create a Drupal ...
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  • 387
5 votes
1 answer
292 views

Creating ACL for Smart Groups

Is it possible to create an ACL associated with a Smart Group? I'm attempting to create a members directory that is only accessible to members. I can't seem to get it working. Here's what I've done ...
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1 vote
2 answers
71 views

ACL for Contribution Page?

I'm using Drupal 7.43, and civicrm 4.7.4. Is it possible to limit access to a contribution page through Civicrm ACL's or Drupal roles? I want to set up a contribution page for new members to pay an ...
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2 votes
3 answers
584 views

How to display CiviCRM menu for non-admin role using WordPress?

We would like to restrict access within the WordPress dashboard to the "subscriber" role settings but also have the ability for that user to access the CiviCRM. The only way we can get the CiviCRM ...
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  • 301
3 votes
1 answer
155 views

Users with Case roles cannot edit activities assigned to them: is this a bug?

first post so please forgive any netiquette transgressions. I'm following the guide https://civicrm.org/bug-reporting to get confirmation this is a bug. Version: 4.6.12 (also present in 4.7.1) CMS: ...
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  • 31
1 vote
1 answer
96 views

group role sync and membership role sync - does one take priority over the other?

I'm looking at a scenario where adding a contact to a group gives them a new Drupal role, but I also want to remove that role if a membership (which is part of a separate workflow) expires. Would that ...
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  • 3,664
10 votes
3 answers
229 views

How to disable "From email address" for unauthorized users?

If we define "From email address" then any user can use any of these addresses to send an email through the CiviCRM. Is there any way to disable the selection of these addresses for specific roles?
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2 votes
1 answer
194 views

Adding Case Role to CiviCRM Cases Views

I have created a CiviCRM Cases View. How would I add a column for "Case Manager" role to the Views? I am unable to find the field where that can be displayed.
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  • 1,101