Author Topic: Permissioned relationships, shared addresses and profiles (Read 1447 times)

tv2011 · March 17, 2014, 04:15:37 am

I'm using CiviCRM 4.4.4 on the Drupal starter kit.

I have a few contacts who are members of a household and use that household's address as their address. I want them to be able to update their address details via a profile by using a link sent out in a mailing. However, I find that the shared fields in the profile are uneditable, even though the relationship is a permissioned one.

Is this expected behaviour? Can I make it so that contacts can update shared addresses via a permissioned relationship?

petednz · March 17, 2014, 01:35:59 pm

hey - can you clarify - if X has permission over household Y - and X goes to his 'contact dashboard' - does he see Household Y - and does he have an edit button?

may want to set up on demo as you have on your system so others can poke their nose in easily

tv2011 · March 17, 2014, 01:40:44 pm

None of these users have access to CiviCRM directly - it's all done via a link emailed out with the checksum token (like this: http://www.myorganization.org/civicrm/profile/edit?reset=1&gid=N&{contact.checksum}&id={contact.contact_id}). That takes users to a profile where they can see their contact information pre-filled. If the user has a normal address they can edit their details as expected. If the user has a shared household address, even if they have a permissioned relationship with that household, they can't edit it.

Does that make sense?

petednz · March 17, 2014, 02:26:34 pm

hi - yes i understand your work flow - but i think that the wall you are hitting is a real wall - ie no work has been done in core so that Contact X can update the address details for Household Y.

It doesn't help you but in Drupal the webform-civicrm (praise be to Coleman) helps us step around this.

If you have any resources to put towards this then i expect one of the core team will be able to provide you with some pointers for the code required

(then again someone else may come along and say 'hey what about extensionXXX')

tv2011 · March 18, 2014, 04:03:35 am

Ok, that makes sense, thanks.

Now that I think about it a bit more, I realise that it's less helpful than I thought to have shared relationships with households. Kids grow up and change address etc. and there's no easy way in a profile to say "Stop sharing my address".

petednz · March 18, 2014, 12:58:54 pm

Yes I don't think the front end usage of 'shared address' is fully featured yet.

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Author Topic: Permissioned relationships, shared addresses and profiles (Read 1447 times)

tv2011

Permissioned relationships, shared addresses and profiles

petednz

Re: Permissioned relationships, shared addresses and profiles

tv2011

Re: Permissioned relationships, shared addresses and profiles

petednz

Re: Permissioned relationships, shared addresses and profiles

tv2011

Re: Permissioned relationships, shared addresses and profiles

petednz

Re: Permissioned relationships, shared addresses and profiles