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Questions tagged [user]

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1
vote
1answer
19 views

How to force a field to be mandatory?

I want to make it so that all new contacts must have a contact type. I have found where the contact type is in the templates, and have managed to add the wee * besides it, but I am struggling to find ...
2
votes
2answers
63 views

Unable to take Credit Card payment via PayPal after civi update

Normally take credit card payments via civi with no problems - update to 5.10.0 and since then have been unable to take CC payment - error message staing 'Date Received is a required field.' Process ...
2
votes
1answer
35 views

Translate Custom Profiles not appearing translated in Drupal

When creating a Custom Profile in CiviCRM and attaching that to the Drupal Registration and/or Drupal user account the translations for Portuguese, French, and Spanish are not appearing based on the ...
3
votes
1answer
38 views

How can I help review/test a Webform CiviCRM PR

Please describe the exact steps and requirements - of what I can do if I see a PR in https://github.com/colemanw/webform_civicrm/pulls - that I think would be useful to our organization.
1
vote
1answer
23 views

possible to create Joomla user that is not automatically activated?

I have set up a profile that includes fields to create a Joomla user. That works -- when the profile is submitted, the user is created. However, that user is created as enabled, so they can log in to ...
0
votes
1answer
24 views

Which contacts in Civi are wordPress user as well?

I have 500 contacts on my CiviCRM groups and also I have 250 users for my WordPress, I am wondering to know is any way to find which one of my civiContacts are in WordPress?
0
votes
1answer
18 views

Drupal account creation adds users into a CiviCRM group or tags them

We are trying to create a report that shows our new website members (those who have created an account) who are designated by mandatory CiviCRM profile fields that define a member type which the user ...
1
vote
2answers
29 views

How to see “How often do people log in”?

Is there a way to see in civicrm that How often do people log in or to list the users who logged at least once in last 2 months? I have look advanced search but I couldnt find any criteria for this? ...
2
votes
0answers
40 views

CiviBooking: self-service bookings?

Use case: we’d like anonymous (or, if necessary, authenticated) users to be able to create provisional bookings, but not to edit anyone else’s. In the Drupal access control, “create and update” is a ...
0
votes
3answers
340 views

How to create a Wordpress User Profile when creating a Membership with Civi?

I am using WP 4.8.1 and CiviCRM 4.7.22 I would like to know what steps I need to take to ensure that when someone contributes through a civiCRM contribution page a Wordpress user profile with access ...
3
votes
0answers
24 views

How are API calls logged consistently as a specific user?

I wrote some extensive scripts that are run through drush. I use the --user= switch in the drush command that supposedly runs the script as that user. The chosen user has a CiviCRM contact ID too ...
0
votes
1answer
51 views

Public CiviCRM forms not working for anonymous users

Public CiviCRM forms (contribution pages, registration for events, mailing subscriptions, etc.) works for logged users but when we try to use for anonymous users they don't work. For example, if we ...
4
votes
2answers
49 views

Migrating Drupal Users and CiviCRM Data to New Website

We are building a new Drupal 7 website but have an existing one with some deprecated features and custom code that we no longer wish to salvage for various reasons. I have established the new Drupal ...
1
vote
2answers
42 views

Can a CiviCRM member upload post content to a cutstom post type in Wordpress?

In short, can a person register on CiviCRM, and then be given permission to post content for review (such as an upcoming event or job opportunity), which can then be moderated and approved by an admin?...
2
votes
1answer
467 views

Including Member Login to a CiviCRM Site

I am just starting to configure a CiviCRM/Wordpress implementation for my organization. As well as a tool for the club's administrators to keep track of membership, I also want the members themselves ...
0
votes
1answer
103 views

Create Wordpress User With Given Username During Import

We are trying to have a membership signup page on our WordPress site. The idea is that upon membership creation a user will be created in WordPress. So I have a membership sign-up page using a ...
3
votes
1answer
53 views

Multi-user, non-organization environment?

I'm trying to find a CRM solution that would allow me to 1) hook into an existing "customer"/donor data set, and 2) allow multiple users to keep their own private contact and donation records (i.e. ...
1
vote
1answer
33 views

How can I display the participations of events in the user profile?

How can I display on Joomla 3.6.4 with CiviCRM 4.7.13 the tickets purchased by a user on his user profile? Thank you in advance
2
votes
2answers
67 views

Blocking specific email users from registering for events

We have had a particular email address used for registering a number of different participants for workshops in CIVIEVENT - and subsequently cancelling - that we believe is an immigration scam. ...
1
vote
3answers
189 views

Redirecting Wordpress users on login

I'm just starting to work on CiviCRM for Wordpress, after having worked on CiviCRM for Drupal for such a long time. The one thing I dislike about wordpress is that when a user goes to log in, they are ...
6
votes
1answer
51 views

How do I email a report automatically oh the 1st day of each month?

I want to sent multiple reports (group membership lists) to different individuals (the co-ordinator of each group) on the 1st day of each month. Scheduled jobs only allows hourly or daily mailing (...
3
votes
1answer
128 views

Automatically sync new Wordpress registrant to CiviCRM Contact

We are in the process of switching a database of several thousand contacts to CiviCRM. We have a legacy Wordpress site, so we have CiviCRM nicely integrated in. We are about to go live. We don't want ...
0
votes
1answer
34 views

Is it possible to force user log out if idle for a defined time?

We are using Drupal and CiviCRM 4.6.20.0. We have some shared computers in our office and CiviCRM Users do not log out and just close their browser. They do not get logged off CiviCRM. If someone ...
3
votes
1answer
66 views

New Website Users Connecting to Existing Member Record

Is there a way to use an ID provided to members by our organization so that they may enter it (and say their last name) to create a new account by themselves and automatically assign the account to ...
1
vote
1answer
146 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, ...
0
votes
1answer
57 views

add user to CIVICRM with Wordpress

I need to add a new CIVI CRm user, how can I do that please??? I used to do that before but i forgot how to do it now. I tried Users and Permissions but it didn't work
3
votes
2answers
110 views

“DB error: already exists” when creating a Drupal user who already exists as a Contact in CiviCRM

I'm running CiviCRM 4.7.10 and Drupal 7.50. I have had a Civi database for a while, but am now wanting to give people front end accounts in order to use some features there. My problem is that when ...
1
vote
1answer
109 views

User registration creating duplicate contact in CiviCRM

I have a CiviCRM database with lots of contacts some of whom are now going to start creating Drupal accounts. I'm testing the process and have discovered that when I create Drupal user with an email ...
1
vote
0answers
66 views

CiviCRM Event registration form refreshes instead of submitting when logged out of Wordpress

I can't seem to get event registration to work for users that aren't logged into Wordpress. If I'm logged into Wordpress admin, I can register for the event. If I'm logged out of Wordpress, the page ...
3
votes
1answer
87 views

How do I hire a good CiviCRM user?

Looking for someone who will use CiviCRM day-to-day (as opposed to a CiviCRM developer or consultant), how do I maximize the chance that they'll succeed in their job and in using CiviCRM?
1
vote
1answer
187 views

Message templates “access denied”

I was trying to change the message template for the membership invoice, so I went to Administer - Communication - Message templates, but got the message "Access denied - you are not authorised to ...
1
vote
1answer
50 views

Is there a setting to automatically Refresh Dashboard Data on a user login, or when returning to CiviCRM Home?

We're on Civi 4.6.17 and Drupal 7. I'm looking for a way for users to be able to select an option to be able to automatically Refresh Dashboard Data on login, or when returning to their CiviCRM ...
3
votes
1answer
18 views

How can I create branching scripts that a caller can use as part of a membership signup workflow, etc?

We're on Drupal and Civi 4.6.16. I want to create forms with branching scripts for staff to use when doing membership signup calls, fundraising asks, etc. I've created a webform using webform-...
1
vote
2answers
47 views

Alerting Users of CiviCRM Maintenance

I thought I had seen, and used, this feature in the past, but perhaps it was a different CRM product I was testing. How do I put a scrolling alert up to inform users of system maintenance, or new ...
8
votes
3answers
123 views

What are ways to make CiviCRM more user-friendly for people who prefer spreadsheets?

Like many other organizations, I suspect, I work with great, dedicated organizers and other staff who prefer the relative speed and simplicity of creating and updating contact lists in spreadsheets ...
1
vote
1answer
29 views

Impossible to login with new civicrm user

I have created a Drupal 7 website with civicrm . My problem is when I create an account with Drupal and I would like to reset password I don't have problem's. The account is automatically created in ...
0
votes
3answers
84 views

Creating a new “Member” in one step

If you "become a member" by going through the normal route of "joining" through the website front-end -- using a CiviCRM profile and requiring the creation of a Joomla (in my case) account -- it is an ...
3
votes
1answer
136 views

CiviCRM on Joomla: How to allow multiple users to add contcts, etc?

I'm new to CiviCRM and am setting it up for the first time. I've got it installed on Joomla 3.4, and most of it seems to be working OK. What I'd like to be able to do is to provide logins to a group ...
1
vote
1answer
40 views

Create a user and associate it with an individual of an organization

how can create a new user connecting to an individual of an organization by giving it the ability to send online contributions ? thank you
6
votes
1answer
516 views

WordPress: Creating new WP Users from Civi Contacts

I've seen some example posts here for other CMS', but I haven't seen it explained for a WordPress environment. My situation is I have an Individual DB of 2,500 Contacts in Civi, and I want to turn ...
1
vote
1answer
58 views

Wordpress multisite capabilities

I'm setting up an association website integrated with CiviCRM (used for membership management among other features). The wordpress site is a multisite install: a main site, where CiviCRM is active ...
2
votes
1answer
69 views

Change Drupal username when auto creating using tags

I'm using Pete's great way of creating Drupal users by adding a tag, but was wondering (as Michael McAndrew did in the comments on that page) how a different username could be auto-created, e.g. email ...
2
votes
1answer
44 views

What are the best arguments to start using CiviCRM

From time to time I get the question about recommending CiviCRM to others. When recommending CiviCRM to others, what would be on the top of the list as the best "advantage"?
2
votes
3answers
135 views

Restricting users in the same group to view/edit ONLY their own contact details

Restricting users in the same group to ONLY edit their own contact details. I do not want to create separate group for each contact and then put the restriction. I have many contacts in one group and ...
1
vote
3answers
87 views

“Membership can not be used as a Result Column for profile searches” - why not?

What can be done to make Membership - Membership Status in particular - a Result Column for profile searches? I want to be able to show Status in a Search View.
1
vote
1answer
75 views

Report for user and assigned contacts (ACL)

I have a set of users that have been assigned access to specific contacts (ACL based off a smart group for each user) - for each contact I have added a set of custom fields that a user needs to fill ...
0
votes
2answers
104 views

User Registration login in profile page

I just want to move the user registration login page to contribution page , before the payment processor. Can anyone say how to do tat? i have attached my screenshot below. i'm not using event ...
2
votes
1answer
62 views

How to make an efficient to-do-workflow for back-end staff?

CiviCRM is very flexible, to be able to be adjusted to the needs of many different use cases. One thing that is not set up by default, but is very helpful, is to set up to-do-lists for staff member. ...