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(A) Linking users in a CMS to CiviCRM contacts
Supported content management system users are automatically syncronized with CiviCRM records by default. Also provided is a tool that can be run manually to syncronize the CMS user table with CiviCRM.
(B) Understanding CMS integration
- CiviCRM Profile
The CiviCRM profile is a collection of user-defined CiviCRM fields that can be displayed either to the user or to web site visitors. - Field Visibility
Fields within a profile can be configured to be visible to only the administrator and the linked CMS user for that CiviCRM record (User and User Admin Only); visible to website visitors, but not discoverable (Public User Pages); or both visible and discoverable to web site users (Public User Pages and Listing).
(B) Configuring data entry on registration
To allow users to enter CiviCRM information during website registration:
- 1. Create necessary fields
Most web site registrations are going to ask for information beyond standard CiviCRM fields like last name, address, etc. Make sure you have already created any custom data fields you wish website users to fill in during registration. - 2. Create a CiviCRM Profile
From the "Adminster CiviCRM" link, click on the CiviCRM profile icon. When creating a profile, you can add instruction text that shows up before and after your profile questions. This is a good place to explain to the website user why you collect this information and provide a link to your privacy policy. - 3. Populate the profile with fields
Once you have created the profile, click the "view and edit fields" link to populate your profile with fields. To have this profile be used only in the registration of new website visitors, make sure to check the "Display in Registration Form?" and set visibility to "User and User Admin Only." - 4. Make sure your profile status is active
New profiles are by default active, but can be disabled or enabled at any time. To be displayed in registration, the profile must be active.
For supported CMSs, the profile will be displayed to the user during the user registration process and is also visible when the user changes their settings in the CMS.
(C) Configuring user-maintained data
Allowing users to maintain their own data is identical to (B) above. The only difference is that you do NOT check the "Display in Registration Form?" for each of the fields in the profile.
For supported CMSs, the profile will only be visible when the user changes their settings in the CMS.
(D) Configuring CiviCRM data for public display
To allow information to be publicly displayed, simply change the visibility of each field in the profile to "Public User Pages" or "Public User Pages and Listings." Public user pages can be thought of as a public directory of website users. If you know the user's information, you can view their profile information.
"Public User Pages and Listings" adds a searchable list of users to that functionality. CiviCRM fields become the columns of that list.
(D) Creating a public listing of CiviCRM information
UNDER CONSTRUCTION
Other Resources
Administrator Guide:
[Configure CiviCRM Profile]
From the Community:
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