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6 votes

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

Welcome to CiviCRM StackExchange Daniel! The CiviCRM relationships functionality will work perfectly for your use case scenario - https://docs.civicrm.org/user/en/latest/organising-your-data/...
Anil's user avatar
  • 2,008
4 votes

Creating ACL for Smart Groups

Smart Groups could be a pain in the ass in CiviCRM. They are a powerful feature but when it does not work it is hard to get it working again. There are some alternatives to smart groups. The SQL ...
Jaap Jansma - CiviCooP's user avatar
4 votes

Different forms depending on user roles

You say you want to change 'Edit Contact' - but if you mean, you want a way for a logged in user to be able to be directed 'somewhere' to update their details, then here is one non-coding solution ...
petednz - fuzion's user avatar
  • 28.4k
4 votes

Case Manager not updating correctly (CiviCRM 4.7.21)

We have found that this is a bug. If you're a developer the function which isn't working properly is in: - CRM/Case/XMLProcessor/Process.php Line 199 was checking whether $relationshipTypeXML->...
Jon-man's user avatar
  • 846
4 votes
Accepted

Include a CiviCRM role into Drupal View (custom dashboard)

I'd start with a case relationships view. Filter by relationship type, and case type. Bring in the case details via a views relationship And bring in the two contacts (A and B, from the relationship) ...
Craig Almond's user avatar
  • 2,037
3 votes
Accepted

Case Manager is not shown for closed cases

There is now a fix submitted on GitHub to handle this issue - https://github.com/civicrm/civicrm-core/pull/13144. This should be a part of the next release, possibly 5.8.9.
jitendra - fuzion's user avatar
3 votes

Does CiviGroup Roles Sync work with bulk changes to groups?

From what I understand CiviMember Role sync and CiviGroup Role sync auto-mapping - are evaluated at the time the User logs in. Login -> is user in a specific Group -> ah yes -> so assign role x So ...
KarinG - Semper IT's user avatar
3 votes

Trying to set up read only role in Drupal

So it turned out that the "Contact edit" capability was turned on for the "Authenticated User" role. One needs to remember that Drupal "ORs" the permissions for logged ...
MartinH's user avatar
  • 51
3 votes
Accepted

Reassign Role in Multiple Cases

Okay, so this is a bit of a workaround but it does the job. In Drupal 7 Views or SearchKit, you can build a table that shows all case relationship that are active for a specific case manager (filter ...
Kristine's user avatar
  • 1,183
3 votes
Accepted

Where is the permission to access pricesets?

A user can manage price sets if they have Access CiviEvent and Edit all events (actually they can access it with just Access CiviEvent with the URL or a manually added menu item, but in order for it ...
Lars SG's user avatar
  • 4,083
2 votes

Different forms depending on user roles

Try using webform_civicrm! make different webforms exposing different contact fields you can do that for multiple contacts (i.e. make it into a batch update screen!) set the webform permissions ...
KarinG - Semper IT's user avatar
2 votes

how to trigger a Drupal rule on CiviMember Roles Sync?

In case anyone needs this we ended up doing this with a simple drupal rule - Event = Content is viewed Conditions = AND user has role authenticated user, NOT user has role current member Action = ...
nigelwhite's user avatar
2 votes

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

You could sync your Drupal role to a Civi group with the CiviGroup Roles Sync module then use the group in the report filter criteria.
Aidan's user avatar
  • 13.5k
2 votes

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

WordPress does not require that a role be given to users who only visit your site (e.g. to read posts) so long as it is public - roles are only required when logging in. However, for a WordPress ...
Tamar Meir - Cividesk's user avatar
2 votes

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

This is not currently possible so I have opened issue here.
pmoz's user avatar
  • 1,821
2 votes

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

Welcome to SE! The place to start is in the documentation about roles and permissions at https://docs.civicrm.org/user/en/latest/initial-set-up/permissions-and-access-control/ It does depend on the ...
Mick Kahn's user avatar
  • 3,227
2 votes

Create Role in WP from Group in CiviCRM

You can go one better than syncing to roles using the CiviCRM Groups Sync plugin instead. It keeps Contacts in CiviCRM Groups in sync with WordPress Users in groups provided by the Groups plugin. That ...
Christian Wach's user avatar
2 votes
Accepted

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

I don't think you can do this in a platform-independent way since "admin role" means different things in different CMS's. What you can do that is platform-independent is check specific ...
Demerit's user avatar
  • 23.6k
2 votes
Accepted

Open CiviCase via Webform with manager role assigned

Finally it is working! Two where important: Disable "Enforce Permissions" for the contact field in the webform config, filled with a default value. Look out for the field "Update ...
PatricB's user avatar
  • 51
2 votes

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

So far, all I can see are ways to enable access to things (like enabling access to View the groups) but I can't see how to restrict access to anything. Yes - that's the key to understanding these ...
Aidan's user avatar
  • 13.5k
2 votes

Permissions and admin approval of additions and edits

Another possibility could be using a webform_civicrm form that is (somehow??) set up so that folk who enter the data can only 'save as draft' - hence the data is only stored in Drupal at that point - ...
petednz - fuzion's user avatar
  • 28.4k
2 votes
Accepted

Civievent 5.73.2 register participant is different from online registration

If you are wanting Profiles to provide 'conditional fields' then you are likely to need an Extension such as https://civicrm.org/extensions/profile-conditionals
petednz - fuzion's user avatar
  • 28.4k
1 vote

Any new functionality to sync smart groups to Drupal roles?

It works just fine for us. We are on Civi 5.8 and Drupal 7.x.
richardsplayground's user avatar
1 vote

Access denied after contribution (thank you page denied)

Ok, thanks a lot Demerit but I could not get what I should do in there and finally found the solution. So the trick was with the capabilities. I installed user role editor and found out that by ...
Tuto's user avatar
  • 83
1 vote
Accepted

Users with Subscriber role in Wordpress cannot see & access CiviCRM

After having tested all the possibilities by checking and unchecking all the options marked in the WordPress Access Control pane, I found that the box "CiviCRM: access CiviCRM backend and API" must be ...
Patrick's user avatar
  • 147
1 vote
Accepted

Link Contact Type with Drupal Roles

Can you create a smart group for each contact type and then use CiviGroup Roles Sync? Also if you add contact sub type field on the user registration profile and so that you can update the contact ...
Pradeep Nayak's user avatar
1 vote

Assigning Drupal roles on removal of inherited membership

This is a workaround rather than an answer, as I've not figured out how to do what I originally asked. But I've avoided it the need for it for the time being by treating all users who don't have the ...
somnolentsurfer's user avatar
1 vote
Accepted

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

When someone adds a Contribution via the backend (eg Add Contribution) then an Activity is created (Type = Contribution) which will record who added that Contribution. If you use that fact, and set ...
petednz - fuzion's user avatar
  • 28.4k
1 vote

Wordpress User only to access CiviCRM

I find the plugin User Role Editor Pro to be very helpful with this. https://www.role-editor.com/ This makes it easier to setup the access control on the WP side. Use CiviCRM > administer > Users &...
Iowa Boy's user avatar
  • 2,388
1 vote

Control Access to CiviCRM functions/actions available to Contacts

The way we approach self-management is use CiviCRM Permissioned Relationships extension in Views set up a display using the above relationships as View Relationships so you get a list of 'my' ...
petednz - fuzion's user avatar
  • 28.4k

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