Enabling Self-Service Areas
By default, your members will not be able to edit My Account nor access My Dashboard; as site controller you must first enable them. To enable these two self-service areas, go to your front end Administration menu User Management > Permissions. Add the following permissions to the role "authenticated user":
- CiviCRM Module: access Contact Dashboard, profile create & profile edit
- Node Module: edit own page content & edit own story content
- User Module: access user profiles
Then, see the steps below to enable fields visible/ editable by your members via self-service pages. Keep in mind, when you open up self-service areas, the member is editing their back office record. This means they can change things (example, a member can change their first name from Tom to Tommy) and this will effect your back office work flow (ex: when you send out a statement/ invoice, it will now be addressed to "Tommy"). As site controller, make sure you have decided how much access you are willing to give your member(s) via self-service BEFORE enabling these areas. Managing My Dashboard
When a member clicks on the link "Contact Dashboard", they are taken to the "My Dashboard" screen, which allows them to view and manage their financial obligations, see record of current fiscal year contributions and more. See description of each area of the My Dashboard screen below:
- Obligations: any open obligation for the member AND their spouse or children displays here. Columns show total amount charge, received, adjusted, and balance (due as of "today") for each contribution . The relationships must be "permission" for the join-account feature to work. CLICK HERE to learn more. Members can then click on the "make payment" to pay down their obligation by credit card.
- Completed Contributions: this shows the details of completed contributions, such as the date, contribution type, total amount, payment type, payment type details (e.g. check number), and source note.
- Groups/ Mailing Lists: groups in your back office (when labeled as "public visibility") are used as mailing lists. Here members can see what mailing lists/ groups they are subscribed to, add, or remove themselves from any public group. CLICK HERE to learn about group management.
- Activities: members can see activities (pastoral care) assigned to them. For example, here Sample Member was assigned to visit the Flintstone Household by staff member Samantha Sample. Members cannot edit the activity unless they have back office access. CLICK HERE to learn more about activities/ pastoral care.
- Events/ Event Registration History: when/ if you enable online/offline event registration, members will be able to see the status of their event registration/ participation. Here, Sample Member attended a board meeting. The participant status must be changed by staff via your back office. CLICK HERE to read more about event registration & management.
- Membership(s): any membership given to the individual (or that covers the individual by relationship) is visible here. Members can renew their membership from here if expired (AND you are using auto-renewal membership set-up). CLICK HERE to learn more about membership set-up in your back office.
- Relationships: any permission relationship the member has in your back office is visible here (7a). The member can edit (7b) their relationship's contact details (phone, address, ect) or view their relationship's own dashboard (e.g. financials, groups, etc). The relationships must be "permission" for the join-account feature to work. CLICK HERE to learn more.