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Problem: we want to use EspoCRM for managing a member's association for freelancers. Therefore we need a process like this:
- A potential member registers on a public form as interested, which makes them an "affiliate"
- This person's details needs to be captured, including some custom fields about their skills etc., and go into a searchable list for members to browse
- Affiliates need to be able to edit their details, reset their password, etc.
- If they elect to become a member, we need to be able to "promote" them and give them access to the searchable list of members/affiliates
- Some members may become administrators.
- We also need to admin allow users to go back to being members, and members back to being affiliates.
So it seems like I need a way for a form. This could be a lead form, which allows the initial registration, then an admin might convert these to contacts, and then portal users.
But as far as I can tell, it stops there: it isn't possible to convert portal users to full users, and thence admin users. Because the portal user "type" field appears unmodifiable.
Saying that, there is only one "User" entity type in the entity manager, with a Type field which includes all of "regular"|"admin"|"portal"|"system"|"super-admin"|"api"... So I suspect it might be technically possible to convert them, just the UI prohibits it by design.
Is there a way to do what I outlined above?
Thanks!
- A potential member registers on a public form as interested, which makes them an "affiliate"
- This person's details needs to be captured, including some custom fields about their skills etc., and go into a searchable list for members to browse
- Affiliates need to be able to edit their details, reset their password, etc.
- If they elect to become a member, we need to be able to "promote" them and give them access to the searchable list of members/affiliates
- Some members may become administrators.
- We also need to admin allow users to go back to being members, and members back to being affiliates.
So it seems like I need a way for a form. This could be a lead form, which allows the initial registration, then an admin might convert these to contacts, and then portal users.
But as far as I can tell, it stops there: it isn't possible to convert portal users to full users, and thence admin users. Because the portal user "type" field appears unmodifiable.
Saying that, there is only one "User" entity type in the entity manager, with a Type field which includes all of "regular"|"admin"|"portal"|"system"|"super-admin"|"api"... So I suspect it might be technically possible to convert them, just the UI prohibits it by design.
Is there a way to do what I outlined above?
Thanks!
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