Book Image

CiviCRM Cookbook

Book Image

CiviCRM Cookbook

Overview of this book

CiviCRM is a web-based, open source, Constituent Relationship Management (CRM) software geared toward meeting the needs of non-profit and other civic-sector organizations.Organizations realize their mission via CiviCRM through contact management, fundraising, event management, member management, mass e-mail marketing, peer-to-peer campaigns, case management, and much more.CiviCRM is localized in over 20 languages including: Chinese (Taiwan, China), Dutch, English (Australia, Canada, U.S., UK), French (France, Canada), German, Italian, Japanese, Russian, and Swedish.CiviCRM Cookbook will enhance your CiviCRM skills. It has recipes to help you use CiviCRM more efficiently, integrate it with CMSs, and also develop CiviCRM.This book begins with recipes that help save time and effort with CiviCRM. This is followed by recipes for organizing data more efficiently and managing profiles.Then you will learn authentication and authorization and managing communication with contacts.Then you will be guided on using the searching feature and preparing reports. We will then talk about integrating Drupal and CiviCRM. You will also be taught to manage events effectively. Finally, learn about CiviCampaign, Civimember, and developing CiviCRM.
Table of Contents (19 chapters)
CiviCRM Cookbook
Credits
Foreword
About the Author
About the Reviewers
www.PacktPub.com
Preface
Index

Using CRM profile permissions correctly


When CiviCRM is installed for the first time, it provides a standard set of permissions with the CMS. The biggest source of security problems with CiviCRM is permissioning, so it is critical that you visit your CMS permissions and check them.

How to do it…

Setting permissions is an important part of the CiviCRM planning process. From the outset, you should understand what each permission does so that you can configure your installation properly.

  1. Navigate in Drupal to People | Permissions, and scroll down to CiviCRM Profile permissions.

CiviCRM: profiles listings is used in situations where you provide listings of contacts on your website, for example, a membership directory. If you want everyone to be able to search for and see the lists of contacts on your site, you can give the anonymous user and the authenticated user this permission. Note that these permissions are global. If you want only some lists to be available, then you can remove this permission...