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Questions tagged [user-dashboard]

Also referred to as Contact Dashboard. Displays information related to the logged-in user.

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2 answers
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More friendly dashboard access denied message perhaps?

It is Wordpress page and Civi dashboard inserted via the shortcode[civicrm component="user-dashboard" hijack="1"] There are 3 components available at the "Display Preferences&...
yurg's user avatar
  • 2,050
0 votes
0 answers
33 views

Contact Dashboard permissions

We have had the CiviCRM contact dashboard operational for a while, showing only Membership and Contribution data. However we now want to show assigned activities as well. I ticked the checkbox and ...
Rob Brandt's user avatar
0 votes
1 answer
21 views

Conditional Allow Contacts to create or add a new case

CiviCRM Noob here... I have the requirement to allow for contacts/individuals to file a request for benefit. I have a case and timeline created. My question is how does the contact initiate the case ...
Eldon Leeburstroghm Allison II's user avatar
1 vote
2 answers
199 views

How to configure dashboard for new users

We have a number of new contacts (about 40) who will be having a signon to Civi and for whom we want their dashboard to show a certain report- and not the 2 default items that a new user currently ...
Andy Clark's user avatar
  • 4,845
1 vote
1 answer
35 views

WP Fatal Error UserDashBoard.php:80 for anonymous users

My Wordpress \ConfigAndLog\Civicrm.xx...xx.log is full of this error. 100s of MB of them. I understand that this is due to anonymous users not passing a valid contactID to the UserDashBoard. This ...
Speleo's user avatar
  • 31
2 votes
1 answer
34 views

Editing RelationshipSelector.tpl section of a UserDashboard

I'm trying to edit the table row content of the "Your Contacts / Organizations" section of the UserDashboard: It appears that this section of the UserDashboard is controlled by the ...
Kurt Leadley's user avatar
0 votes
1 answer
43 views

Why I cannot see the activities registered to a contact in her dashboard (frontend)?

Why I cannot see the activities registered in a contact profile, in his dashboard (frontend), when I can find it as a contact in the backend?. I´m a very newbie with this amazing software. Thanks ...
Joserra's user avatar
  • 11
0 votes
0 answers
32 views

How to restore the online payment link after payment for contribution failed?

An online payment for a pending contribution failed and the contribution is now set to status = failed. The result is that the constituent's dash board has the status failed for that contribution and ...
EricLB's user avatar
  • 385
1 vote
0 answers
28 views

CiviCRM & Wordpress remove links from recurring contributions section of front end user dashboard and related contacts dashboard

I desperately need assistance on something. I have a CiviCRM installation on a WordPress site. The issue is that on the front end User Dashboard under recurring payments, there are four links can be ...
Natasha's user avatar
  • 11
0 votes
1 answer
82 views

Contact Dashboard in Wordpress

Does anyone know if this information on Configuring Front-end Contact Dashboard in Joomla Sites is possible in Wordpress? If so, where can I find the corresponding information? CiviCRM includes the ...
Scarlett's user avatar
1 vote
0 answers
29 views

Allow individual to edit employer organization's profile information using Joomla platform

Anyone able to help me figure a way to enable an individual to edit an organization's information? I've setup a contribution page that is filled out on behalf of an organization with an attached ...
Lester's user avatar
  • 153
2 votes
2 answers
345 views

User Dashboard and Edit Profile for Organization

We have set up a User dashboard for individuals, and a profile so individuals can update their address, phone, email, etc. It looks like this: We would like to set up something similar for an ...
jgeurts's user avatar
  • 101
2 votes
1 answer
47 views

Can I create a dynamic graduate student dashboard with CiviCRM?

I just recently heard of CiviCRM. My organization provides graduate students with scholarships for tuition, upkeep, etc. We want to create a platform where a graduate student can create an account and ...
Nate's user avatar
  • 21
3 votes
1 answer
85 views

"My Registered Events" listing (with cancellation option) for user dashboard page

I've searched and researched and come up empty - is it possible to present a dashboard (summary) view of the events that a person has registered for, along with the ability to easily cancel from any ...
Eric Swanzey's user avatar
0 votes
2 answers
138 views

Restricted access to the WordPress page but still getting errors: 'Sorry, due to an error, we are unable to fulfill your request at the moment.'

I am setting up some member self-service pages, restricting access using the 'Members' plugin, to show (on separate pages): a profile to allow members to update their details via [civicrm component="...
Christopher's user avatar
1 vote
1 answer
40 views

How to automatically create a user account when someone donates?

My idea is something like this: When someone gives a donation, an account with specific permission gets created. User gets notification of the account creation via the contribution receipt or a ...
Tapash's user avatar
  • 3,004
2 votes
1 answer
42 views

How do I display user statistics/analytics on their dashboard?

I'm using civicrm and I'm wondering how I can better customize the home dashboard. We have people that are going to be doing walklists and interviewing them. How can I make it so that when they log in,...
Frank Chau's user avatar
1 vote
1 answer
152 views

Anonymous user can't view CiviCRM user dashboard in WordPress

I have a wordpress page with a user-dashboard shortcode embedded in it ([civicrm component="user-dashboard" hijack="0"]). When logged in, it works fine. When using a private window (and a user id and ...
kapn's user avatar
  • 919
1 vote
3 answers
228 views

Displaying Custom Contact Fields In Contact Dashboard

What would be the best way to display custom contact fields in the contact dashboard (civicrm/user). We're using custom fields to store waiver/agreement statuses and would like users to be able to ...
Chankster's user avatar
2 votes
1 answer
58 views

Pay Now on Dashboard - too many redirects

Not sure what the issue is - but if someone tries to pay an unpaid registration for an event or membership - or incomplete contribution - we get the issue of too many redirects. I have posted about ...
themak's user avatar
  • 3,441
0 votes
0 answers
32 views

Can't login to dashboard or create a member account

I get the following error when trying to create a member account login or creating a directory. 0 - @import url(/administrator/components/com_civicrm/civicrm/css/civicrm.css); @import url(/...
David Waite's user avatar
2 votes
1 answer
86 views

Can donors store their card details on dashboard?

I would like to give access to our donors to the contact dashboard and also let them donate from that page to different campaign or events signup, so they would not have to enter their details over ...
Tapash's user avatar
  • 3,004
0 votes
1 answer
16 views

How to restrict the Donors to have limited functions of CiviCRM?

Here is what I have in mind... The donor needs to have access to submit credit card donation/events and View only his historic contributions. He needs to access his basic contact info and edit if ...
Tapash's user avatar
  • 3,004
1 vote
0 answers
51 views

Membership dashboard issue caused using webform for membership signup

I am having an issue with the member dashboard when users signup for their membership via a webform. I roughly followed this to setup the webform/Drupal signup process. The membership is assigned to ...
Ben's user avatar
  • 353
1 vote
2 answers
102 views

Membership Renewal from CiviCRM user dashboard error

Civi 5.10.4 - Wordpress 5.1 We have set up that when users login, they are automatically forwarded to a wordpress page called User Dashboard - where we embedded a shortcode for their CiviCRM ...
themak's user avatar
  • 3,441
1 vote
0 answers
25 views

Soft contributions in user dashboard

qq re soft credits: on a supporter's dashboard, he/she sees the full contribution amount instead of just the soft credit assigned to them (e.g. if a company sends us a check for $1,000 for donations ...
MtnPavlas's user avatar
  • 856
2 votes
0 answers
69 views

how to show all groups in user dashboard?

In our system, we have some groups that only a manager can add or remove people to, however we would still like the contacts to be able to see that they are included in those groups via their contact ...
user6070's user avatar
1 vote
0 answers
40 views

How to expose employer on individual dashboard without view/edit permissions?

On Joomla 3.9.1 running CiviCRM 5.8.1. When users are logged-in to the website, we have a page that displays their member dashboard. Under the Your Contacts/Organizations, most people have nothing ...
LMK Web's user avatar
  • 571
2 votes
1 answer
294 views

CiviCRM WordPress shortcode embedded within a tab shortcode does not load

I have a CiviCRM profile that I am using in order to allow a logged-in user to edit his/her address information. In addition, I want to display the user dashboard. Normally, one would e.g. create a ...
Ivan's user avatar
  • 167
0 votes
1 answer
135 views

Not able to print contribution invoice

CMS: Drupal 7 CiviCRM: 4.7.31 "CiviCRM: access Contact Dashboard" permission is set for authenticated user and logged in user has "CiviCRM: view my invoices" permission also. User can access ...
Hassan Farooq's user avatar
1 vote
4 answers
186 views

How can I let members edit their relationships?

We have organizational memberships - each organization can have up to five individuals who are listed as members. We do this via the membership "Relationship Type" feature, and it works well. ...
Jon G - Megaphone Tech's user avatar
1 vote
1 answer
230 views

Error on Member Dashboard after upgrading to PHP 7.0

After Upgrading to PHP 7.0 - I keep getting the following error on the Member Dashboard. Do you know what causes this? This happened to be before - I changed the resource URLs to Absolute and that ...
themak's user avatar
  • 3,441
1 vote
1 answer
63 views

Not sure what to do with these errors on User Dashboard

I have wordpress redirect users that login to their User Dashboard. When I login as an administrator I always get the following error: Warning: file_get_contents(): https:// wrapper is disabled in ...
themak's user avatar
  • 3,441
1 vote
2 answers
132 views

Donor access to edit recurring donations

WP 4.8 Civi 4.7.21 iATS Payments 1.6.0 Our donors have very limited ability to edit recurring donations. Ie. if their card expires they cannot update the expiry date. Or if the card number is changed,...
Iowa Boy's user avatar
  • 2,388
1 vote
1 answer
159 views

How do I display the Contact ID on User Dashboard?

MAYYYBE I am over complicating this, but I have searched and searched and only found this answered for Drupal. We are on Wordpress and would like for members to provide me with a searchable unique ...
Tiffany Carra's user avatar
4 votes
1 answer
847 views

How can I customize the user dashboard?

I'm talking about the user dashboard displayed for each contact who is logged in. In wordpress this is displayed on a page using this shortcode: [civicrm component="user-dashboard" hijack="0"] By ...
onefiftyfour's user avatar
1 vote
3 answers
369 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 ...
Matthew's user avatar
  • 293
8 votes
1 answer
422 views

How can I customize the User Dashboard (Frontend)

I am working on 4.7 on Wordpress 4.6 and I trying to customize the User Dashboard in the Frontend shown for the request myURL.com/civicrm/?page=CiviCRM&q=civicrm%2Fuser&reset=1. First I ...
Alain Schaefer's user avatar
2 votes
4 answers
127 views

CiviCRM Dashboard Hangs for 5+ minutes part 2

CentOS release 6.8 cPanel 56.0 (build 25) Apache (v. 2.4.18) PHP (v. 5.6.22) MySQL (v. 5.6.30) WordPress (v. 4.5.3) CiviCRM (v. 4.6.19) Previously posted here but wouldn't allow me to edit: CiviCRM ...
LJB's user avatar
  • 123
2 votes
4 answers
244 views

CiviCRM Dashboard Hangs for 5+ minutes

I have migrated a site from: Unknown OS (Was through BlueHost) cPanel 11.52.6 (build 1) Apache (v. 2.2.31) PHP (v. 5.2.17) MySQL (v. 5.5.42-37.1) WordPress (v. 4.5.3) CiviCRM (v. 4.6.9) To: CentOS ...
LJB's user avatar
  • 123
1 vote
1 answer
92 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 ...
Joe McLaughlin's user avatar
2 votes
2 answers
636 views

Is there a way to customize the Contact Dashboard? [closed]

Is there a way to customize the Contact Dashboard? Thank you for your help.
Chaim Glassman's user avatar
1 vote
0 answers
125 views

user dashboard errors out

When a user tries logging in and viewing the user dashboard, the page errors out and shows the "You do not have permission to access this page" message. It is actually failing to render the rest of ...
Ben's user avatar
  • 11
0 votes
2 answers
133 views

why are non admin users having fatal error when accessing CiviCRM and dashboard doesn't load?

I have started experiencing some problems with non admin users, i get Fatal error on the logs when non admin users access civicrm example.com/civicrm and dashboard doesn't load for these users. Admin ...
Kboy's user avatar
  • 1,116
1 vote
1 answer
37 views

Redirection to Organization Dashboard in Employer of Relationship

When you create an Employer of relationship in Civicrm and the person who signs up on behalf of the Organization logs in he is usually redirected to his own dashboard. How do you redirect civicrm such ...
adizo's user avatar
  • 341
1 vote
1 answer
150 views

Custom extension, what hook to use for UserDashBoard

I'm writing a custom data extension and I would like to show some things on the Contact Dashboard (not the 'full' dashboard). I see the hook for the regular Dashboard and Dashlets, but nothing to ...
Guru Evi's user avatar
6 votes
3 answers
358 views

Using checksums to access the civicrm/user dashboard

I was under the impression that adding https://civicrm.org/civicrm/user?reset=1&cid={contact.contact_id}&{contact.checksum} to in a CiviMail would log someone in to the dashboard but it does ...
michaelmcandrew's user avatar