Answers.Body: <p>Depends how complicated you want to make it, though we simply use:</p>
  <ul>
  <li><a href="https://wordpress.org/plugins/members/" rel="noreferrer">https://wordpress.org/plugins/members/</a> - to restrict content to members</li>
  <li><a href="https://civicrm.org/extensions/civicrm-wordpress-member-sync" rel="noreferrer">https://civicrm.org/extensions/civicrm-wordpress-member-sync</a> - to set up the WordPress users and keep them in sync so the right people can access the right content</li>
  <li>if you are running CiviCRM on WordPress <a href="https://civicrm.org/extensions/civicrm-admin-utilities" rel="noreferrer">https://civicrm.org/extensions/civicrm-admin-utilities</a> comes highly recommended by many if you are not already using it</li>
  </ul>
  <p><a href="https://docs.civicrm.org/sysadmin/en/latest/integration/wordpress/" rel="noreferrer">https://docs.civicrm.org/sysadmin/en/latest/integration/wordpress/</a> explains things pretty well, including frontend dashboard <code>[civicrm component=&quot;user-dashboard&quot;]</code> and profiles.</p>
  <ul>
  <li><p>emails on submission is I think a setting in a profile (though you could also use Caldera Forms (or its impending replacement to capture information and I recall that has many more settings for notifications etc - a good place to start would be <a href="https://wordpress.org/plugins/cf-civicrm-formprocessor/" rel="noreferrer">https://wordpress.org/plugins/cf-civicrm-formprocessor/</a></p>
  </li>
  <li><p>Forgot and reset password functions - using the above approach with Members and Members Sync etc allow you to just use the WordPress default system for login, forget and reset functions etc (and there a many a WordPress plugin to style and tweak the WordPress login page.</p>
  </li>
  </ul>
  <p>Good luck.</p>
  
Answers.ContentLicense: CC BY-SA 4.0
Answers.CreationDate: 2021-06-25T12:08:39.867Z
Answers.Text: Thank you, I will follow your instructions....
Answers.UserDisplayName: user12468
Answers.ContentLicense: CC BY-SA 4.0
Answers.CreationDate: 2021-06-19T08:05:49.420Z
Answers.LastActivityDate: 2021-06-19T08:05:49.420Z
Answers.UserDisplayName: Christopher
Body: <ol>
  <li>Front-End Interface for End-Users</li>
  </ol>
  <ul>
  <li>Develop a login based front-end portal for members where they can login using individual credentials, and see their own records.</li>
  <li>Front-end GUI will show members static information for their accounts including
  o   Name, address, email, phone, birthday, professional skills, etc.
  o   Add/update family members, relationship, personal info for each family member (name, address, email, phone, birthday, professional skills, etc.)
  o   Membership status (lifetime, annual, date of expiry if annual)
  o   Data of financial pledges, payments made, balances due, donation summary
  o   File attachment section where admins can upload pdf files (for e.g. tax statements, receipts, etc.)</li>
  <li>Email notification when a member makes a change to their account</li>
  <li>Forgot and reset password functions</li>
  </ul>
  
Comments.ContentLicense: CC BY-SA 4.0
Comments.CreationDate: 2021-07-02T16:27:46.787Z
Comments.Text: Welcome to StackExchange! This is a good question that I think will be useful for others. I've edited the title to make it easier for other people to find it. I hope that's okay.
Comments.UserDisplayName: William Mortada
Tags: <wordpress><civimember>
Title: How can I allow members to view and edit their own records?
ThreadText: # How can I allow members to view and edit their own records?
  
  (Asked by: username_0 on 2021-06-19)
  
  1. Front-End Interface for End-Users
  
  * Develop a login based front-end portal for members where they can login using individual credentials, and see their own records.
  * Front-end GUI will show members static information for their accounts including
    o Name, address, email, phone, birthday, professional skills, etc.
    o Add/update family members, relationship, personal info for each family member (name, address, email, phone, birthday, professional skills, etc.)
    o Membership status (lifetime, annual, date of expiry if annual)
    o Data of financial pledges, payments made, balances due, donation summary
    o File attachment section where admins can upload pdf files (for e.g. tax statements, receipts, etc.)
  * Email notification when a member makes a change to their account
  * Forgot and reset password functions
  
  **Tags:** wordpress, civimember
  
  > **Comments:**
  > **username_1**: Welcome to StackExchange! This is a good question that I think will be useful for others. I've edited the title to make it easier for other people to find it. I hope that's okay.  
  
  ---
  
  ## 1 answers
  
  ### Answer by username_2 on 2021-06-19. Score: 6
  
  Depends how complicated you want to make it, though we simply use:
  
  * <https://wordpress.org/plugins/members/> - to restrict content to members
  * <https://civicrm.org/extensions/civicrm-wordpress-member-sync> - to set up the WordPress users and keep them in sync so the right people can access the right content
  * if you are running CiviCRM on WordPress <https://civicrm.org/extensions/civicrm-admin-utilities> comes highly recommended by many if you are not already using it
  
  <https://docs.civicrm.org/sysadmin/en/latest/integration/wordpress/> explains things pretty well, including frontend dashboard `[civicrm component="user-dashboard"]` and profiles.
  
  * emails on submission is I think a setting in a profile (though you could also use Caldera Forms (or its impending replacement to capture information and I recall that has many more settings for notifications etc - a good place to start would be <https://wordpress.org/plugins/cf-civicrm-formprocessor/>
  * Forgot and reset password functions - using the above approach with Members and Members Sync etc allow you to just use the WordPress default system for login, forget and reset functions etc (and there a many a WordPress plugin to style and tweak the WordPress login page.
  
  Good luck.
  
  > **Comments:**
  > **username_0**: Thank you, I will follow your instructions....  
  
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