Providing front-end read-only access

CiviCRMSome of your staff might need to access contact information, but without the risk of editing it. This article describes the proces in Joomla.


Joomla User Group

Start by creating a Read-only group.

  1. Go to Users > Groups.
  2. Click the New button to create a new Group.
    1. Give it the Group Title of Read-only.
    2. Select Registered for the Group Parent.
    3. Click Save & Close.
  3. Go to Users > Access Levels.
  4. Click the New button to create a New Viewing Access Level.
    1. Give it a Level Title of Read-only.
    2. Select the Read-only User Group.
    3. Click Save & Close.

You now have a user group that has the correct access level definition.

 

CiviCRM permissions

Now you can define CiviCRM permissions for this Joomla user group.

  1. Go to Components > CiviCRM.
  2. Go to Administer > Users and Permissions > Permissions (Access Control).
  3. Click the Joomla Access Control link.
  4. Select the Permissions tab.
  5. Select the Read-only group tab to show permissions for this group.
  6. Allow the following permissions:
    1. CiviCRM: view all contacts
    2. CiviCRM: view my contact
    3. CiviCRM: access uploaded files
    4. CiviCRM: profile listings and forms
    5. CiviCRM: profile listings
    6. CiviCRM: profile view
    7. CiviCRM: access all custom data
    8. CiviCRM: access CiviCRM backend and API
    9. CiviCRM: access Contact Dashboard

 

Menu

Finally you will need to provide a menu item for logged in users to access a basic search.

  1. Go to Menus > Your Menu.
  2. Click the New button to create a new menu item.
    1. Enter a Menu Title (e.g. Contact search).
    2. Select the Menu Item Type of CiviCRM > Custom Search.
    3. In the Select Custom Search field choose Basic Search.
    4. For Access, select the Read-only group.
    5. Click Save & Close.

Your Read-only users will now have CiviCRM Basic Search form accessible on the front-end, after they log on.

 

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