Toolbox Organisation Settings

module_toolbox_org_settings

This module can be activated by applying the tag module_toolbox_org_settings to a published basic subpage.

This is to only be used on the Members Toolbox custom subpage_layout landing page.

This tag will render an "Organisation Settings" module for each organisation that the user has a corresponding role tag for.

You can find the current buttons set up in the control panel here:

The toolbox buttons link to pages relevent to organisations, such as creating organisation events or renewing organisation memberships.

For each nested basic subpage - we create a button with the following:

The page content contains the slug or URL, for example to link a button to the Wildlife Camera Orders page just add the following slug to the page content: /wildlife-camera-orders

NOTE: If a button is using one of these it is best to not modify without assistance from For Purpose.

Organisations are seperate profiles from the user, and users can be an admin to multiple organisations. Therefore the organisation id is often passed in the link to let the page know which organisation is being referred to.

In the button URL text, the keyword token {{org_id}} is replaced with the correct organisation ID before it is shown as a button.

There are two main types of links that use the Organisation ID:

Passing the Organisation ID to a standard page

The create-event page can take an organistion ID to link the new event to that organisation.

Example: /create-event?org_id={{org_id}}

Additional example standard links:

Linking to a 123 Form on the Organisation profile:

Landcare Tasmania uses 123 Forms for collecting both individual and organisation information.

Important! All 123 Forms for updating organisation information MUST be shown on the organisation profile page

Individual user profiles and organisation profiles are different. The individual can be an admin of one or more organisations. The only place we can get all the information we need for the organisation forms is on the organisation profile page. If a 123 Form is embedded in a standard Nationbuilder page it will record the form answers against the current user not the the organisation.

The button link /{{org_id}} will link to the organisation profile. For example, if the org id was 12345 the link would be https://www.landcaretas.org.au/12345 which is the profile page for that organisation.

The particular 123 Form to show on the profile page is activated with an additional 'query string' parameter, for example ?admin=renew-membership.

Example: /{{org_id}}?admin=renew-membership

Additional example links activating specific 123 Forms on the organisation profile page:

Please see the Forms for Organisations section in the 123 Form Builder Guide for more information on how the 123 Forms are related to these links.

Visibility Restriction by role

By default - all individuals will be able to see all buttons here. However you can apply one of the following tags to restrict visibility.

If a subpage has two tags - for example role:admin and role:editor - the user will only need to have one of these tags to see the button.

Visibility Restriction by membership type

By default - all individuals will be able to see all buttons here. However you can apply one of the following tags to restrict visibility.

If a subpage has two tags - for example org_member:associate_school and org_member:group - the button will be visible for both membership types.