Questions tagged [roles]

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10
votes
3answers
218 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?
5
votes
1answer
237 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 ...
5
votes
2answers
92 views

How can I limit the participant role choice?

I've been using CiviCRM for a few years now, mostly for basic functions (small NPO organizing events). I'm trying to use a function that seems common to me but I feel that I'm missing something ...
5
votes
1answer
120 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 ...
5
votes
1answer
280 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 ...
4
votes
1answer
81 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 ...
3
votes
1answer
149 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: ...
3
votes
2answers
801 views

How to design ACL for a multi-level organisation

We have an Organisation with cca. 400 local branches and have trying to achieve a following ACL behaviour: -- Organisation members needs to be able to login and have access to their Organisation ...
3
votes
2answers
53 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 ...
3
votes
3answers
111 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 ...
3
votes
1answer
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 ...
3
votes
1answer
64 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 ...
3
votes
1answer
122 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 ...
2
votes
2answers
48 views

Adding custom roles to Case "Add role" function

I've tried this on a couple of instances, but if I have a Case I want to add role to, the list is restricted to the core roles that come with CiviCRM and none of my custom roles based on custom ...
2
votes
3answers
51 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 ...
2
votes
1answer
164 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.
2
votes
1answer
30 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 ...
2
votes
3answers
550 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 ...
2
votes
2answers
147 views

How can I hide contact tabs depending on user role?

I want to give all Drupal Users with a specific role access to basic contact information from our database, but I don't want them to see things like the list of activities, groups joined, notes, cases,...
2
votes
1answer
218 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:/...
2
votes
4answers
149 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 ...
2
votes
1answer
60 views

Undefined index in civicrm_member_roles_sync

I'm using drupal 7 with CiviCRM 4.4.6. I'm using CiviMember Roles Sync with below Association Rules: Rule ID: 3 "CiviMember Membership Type" --> "Drupal Role": Member (PG) --> member Current ...
2
votes
2answers
109 views

Multiple Roles in WordPress and CiviCRM access rights

By Default WordPress only lets users/admins set a single role per user. This is done by a dropdown on the user's profile (in WP). However, additional roles can be added, either by using a plugin or ...
2
votes
1answer
23 views

How can I limit the number of participant roles?

We are using CiviCRM to coordinate volunteer registration to work events. As such, the event form has the "Participant Role" field. Is there away to limit the role of, say, "Lighting Designer," to one ...
2
votes
1answer
47 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? ...
2
votes
1answer
19 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 ...
2
votes
2answers
89 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 ...
2
votes
1answer
62 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 ...
2
votes
1answer
44 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 ...
2
votes
0answers
96 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 ...
1
vote
3answers
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 ...
1
vote
2answers
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 ...
1
vote
1answer
20 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 ?
1
vote
1answer
25 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 ...
1
vote
1answer
45 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 ...
1
vote
1answer
71 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 ...
1
vote
1answer
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 ...
1
vote
3answers
63 views

CiviCase dashboard for individuals

In our system, based on imported data, we have the role of Pastor (whose parent is individual), and pastors are the only contacts with Drupal accounts. When a pastor logs in, they are shown the ...
1
vote
1answer
13 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 ...
1
vote
1answer
28 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.
1
vote
2answers
62 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 ...
1
vote
1answer
64 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 ...
1
vote
1answer
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 ...
1
vote
1answer
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 ...
1
vote
1answer
379 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, ...
1
vote
2answers
38 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 ...
1
vote
2answers
69 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 ...
1
vote
1answer
70 views

Can I control visibility of CiviCRM profiles that are used for "View/Edit Drupal User Account" using permissions and/or ACLs?

I want to set up some profiles that are visible and editable only to Drupal users with a given role. However it looks like regardless of the permission settings I use, all users can see the profiles ...
1
vote
1answer
52 views

How do I automatically make roles inactive when case is resolved

CiviCRM Version 4.5.6 Looking at some case types (it seems to work for other case types) where after case status has been changed to "resolved," case roles remain active. Is there a way to ...
1
vote
0answers
101 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 ...