Overview

You may wish for your CiviPlus contacts to be able to log into the Self Service Portal. You can undertake this process in bulk, or on an individual basis.

This guide will provide step-by-step guidance on each of these methods.

Creating Self Service Users in Bulk

Step 1: Collate the relevant CiviPlus contacts

The first step is to use the search to get an organised report of the contacts you want to invite. There are numerous search options in CiviPlus; we recommend Advanced Search due to it being intuitive, at the same time as being capable of conducting complex searches. Additionally, you can turn the Search into a report if required.

In this example for the guide, we will give all CiviPlus contacts created in the past 90 days Self Service Portal login access but you could do this for any contacts you wish or even an individual contact.

Navigate to Search --> Advanced Search
Add the criteria you have chosen. In our example:
Select Search

Step 2

You will be taken to a results screen
Choose the All X records option, highlighted in turquoise below:

Step 3

Select the Actions Menu
Search for Tag
Select Tag - add to contacts

Step 4

Tick Create Drupal Account
Select Tag Contacts

A green success banner will appear at the top of the screen.

The CiviPlus contacts will automatically be sent an email with the following information:

A one-time login link
- This will lead to a page where the user sets their new password
A general link to your Self Service Portal for their future use
Username

Usernames are created in the format firstname_lastname
If two users have identical full names, then the system will create the first user in the list, but not the second. In these instances, Step 2a should be followed for the second contact in the individual guide below - manually selecting a username.

Step 5

Navigate to the Self Service Portal area of your site
Select People
Click the column header Member For, to sort by the most recently added Drupal Users

Step 6

Apply Roles to each User:

Your site will have specific roles and permissions configured within it
To assign a specific role to a user:
- Select the name of a user
  - Select the Roles tab
    Tick against the Roles you would like to assign to the new Self Service Portal User
    Save

Example layout and roles:

Creating Self Service Users Individually

Step 1: Locate the CiviPlus User's Contact Record

Firstly, the CiviPlus User's contact record should be accessed. The quickest way to do this is to run a quick search at the top left-hand-side of your CiviPlus site. In our example site:

Step 2: Use the Action Menu or Add a Tag

Once within the contact record, you can choose to create the Self Service User via the Actions menu or by manually adding a tag to the contact:

2a: Using the Actions Menu

Select Actions at the top left of the record
Click Create User Record

Manually populate the Username and Password fields
- Use the Check Availability option to ensure no duplicate usernames are created
Select Add to create the user
A green success banner will appear at the top of the screen.