How To Synchronise Drupal roles to CiviCRM Group ?

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CiviCRM is web-based, open source, Constituent Relationship Management (CRM) software geared toward meeting the needs of non-profit and other civic-sector organizations.

Forging and growing strong relationships with constituents is about more than collecting and tracking constituent data - it is about sustaining relationships with supporters over time. To this end, CiviCRM has created a robust web-based, open source, highly customizable, CRM to meet organizations? highest expectations right out-of-the box. Each new release of this open source software reflects the very real needs of its users as enhancements are continually given back to the community.

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 is an actively maintained project with an installed base of over 8,000 organizations. It is specifically designed to run inside of your Drupal site(s).

CiviCRM enables organizations to maintain comprehensive constituent relationship management information in a single database, creating efficiencies and new opportunities for nonprofits to better communicate and benefit from relationships with their constituents. CiviCRM includes optional components which give you more power to connect and engage your supporters:

  1. CiviContribute - Online fundraising and donor management, now including pledges and personal campaign pages
  2. CiviContact ? Add contact to group.
  3. CiviEvent - Online event registration and event management.
  4. CiviMember - Online signup and membership management.
  5. CiviMail - Personalized email blasts and newsletters.
  6. CiviGrant - Simple grants management.
  7. CiviCase - Integrated case management.

CiviCRM now also includes integration with Views - providing enormous flexibility in exposing CiviCRM data in Drupal "views". webform_civicrm provides solid integration with webform making it easier to build and collect information using Drupal WebForm and store in CiviCRM CiviCRM helps in managing CRM information in a single database so, sometime it becomes tricky to manage group form Drupal site. But CiviCRM group and membership can be synchronising with Drupal roles, so to manage rules regarding blog, forum, news and events or some content type.

To synchronise Drupal roles to CiviCRM Group and CiviCRM member you need to enable these module.

After this you need to configure CiviCRM groups / CiviCRM Member to synchronise with roles .

CiviCRN sync

To synchronise roles with CiviCRM groups :- admin/config/civicrm/civicrm_group_roles/add_rule

CiviCRN group sync

To synchronise roles with CiviCRM Member contact :- admin/config/civicrm/civicrm_member_roles/add_rule

CiviCRN member sync image

 

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