Answers.Body: <p>I've implemented a variation on this a couple of times, and found that requirements are wildly different from organization to organization.  Combined with the fact that most CiviCRM orgs are not using CiviMember, that's why there's no general implementation.</p>
  <p>There's two parts to this: Initial signup, and sending renewal notifications to the PA.</p>
  <h4>Initial signup</h4>
  <h5>With Drupal and Webform-CiviCRM</h5>
  <p>Webform-CiviCRM makes it easy to set up a membership for one contact while registering as another.</p>
  <h5>FormBuilder</h5>
  <p>FormBuilder isn't there yet. It can almost handle this situation for free memberships (a 3-line patch adds membersip support) but it's still a ways from handling payments.</p>
  <p>For one of my WordPress clients, we handle renewals this way. I created a two-page form - the first is FormBuilder, then we use the post-submit URL to redirect a user to the payment page.  However, their renewals are all with logged-in users. It's <a href="https://chat.civicrm.org/civicrm/pl/bs3mzd6fsjrd9fuqska5uh515w" rel="nofollow noreferrer">currently unclear</a> if doing this while not logged in is possible.</p>
  <h5>Caldera Forms/Ninja Forms</h5>
  <p>If you're on WordPress, you can also explore the community fork of Caldera Forms, or Ninja Forms, both of which are likely to support your scenario (though collecting payment requires a paid plugin with Ninja Forms).</p>
  <h5>Form Processor</h5>
  <p>If you're on Joomla, or these other scenarios are unworkable - there's a final answer, but it's much more work to set up.  Create a form in the tool of your choice (e.g. FormStack, SurveyMonkey) and on submission, fire a webhook to an endpoint created with the Form Processor extension.  My WP client using FormBuilder for renewals uses WPForms + Form Processor for the initial signup.</p>
  <h4>Renewal notifications/payment</h4>
  <p>For handling notifications to the PA, I recommend using CiviRules and Email API to create a rule with the action &quot;send an email to a related contact&quot; when the membership is almost up.  If you use invoicing, my <a href="https://lab.civicrm.org/extensions/altinvoice/-/tree/master" rel="nofollow noreferrer">altinvoice</a> extension will allow sending invoices to additional contacts based on a relationship setting.</p>
  
Answers.ContentLicense: CC BY-SA 4.0
Answers.CreationDate: 2022-12-23T09:23:50.877Z
Answers.Text: thank you this is very helpful indeed and clearly it's quite a significant piece of work. We are using WP and have a variety of paid membership categories, with concessions that can be applied, and both CC and DD payment options, so that's quite a lot to factor in, given your analysis!
Answers.UserDisplayName: Simon Thornton-Wood
Answers.ContentLicense: CC BY-SA 4.0
Answers.CreationDate: 2022-12-22T18:44:38.157Z
Answers.LastActivityDate: 2022-12-22T18:44:38.157Z
Answers.UserDisplayName: Jon G - Megaphone Tech
Body: <p>I want to enable the Personal Assistant of an Individual Member (or multiple Members, but not all employees of the same organisation) to be able to set up membership (and pay renewals) on their behalf (without signing in, in their name). I think this might be achieved using permissioned Relationships and the extension &quot;Relationship Permissions as ACL&quot;, but I'm surprised I can't find evidence of this requirement amongst other users. How might this work?</p>
  
Comments.ContentLicense: CC BY-SA 4.0
Comments.CreationDate: 2022-12-22T18:20:28.137Z
Comments.Text: What CMS are you using?
Comments.UserDisplayName: petednz - fuzion
Comments.ContentLicense: CC BY-SA 4.0
Comments.CreationDate: 2022-12-23T09:21:18.810Z
Comments.Text: @petednz I am using Wordpress.
Comments.UserDisplayName: Simon Thornton-Wood
Tags: <civimember><permissions><relationships>
Title: Enable a PA to manage membership on behalf of their manager(s)
ThreadText: # Enable a PA to manage membership on behalf of their manager(s)
  
  (Asked by: username_0 on 2022-12-22)
  
  I want to enable the Personal Assistant of an Individual Member (or multiple Members, but not all employees of the same organisation) to be able to set up membership (and pay renewals) on their behalf (without signing in, in their name). I think this might be achieved using permissioned Relationships and the extension "Relationship Permissions as ACL", but I'm surprised I can't find evidence of this requirement amongst other users. How might this work?
  
  **Tags:** civimember, permissions, relationships
  
  > **Comments:**
  > **username_1**: What CMS are you using?  
  > **username_0**: @petednz I am using Wordpress.  
  
  ---
  
  ## 1 answers
  
  ### Answer by username_2 on 2022-12-22. Score: 2 | Accepted answer
  
  I've implemented a variation on this a couple of times, and found that requirements are wildly different from organization to organization. Combined with the fact that most CiviCRM orgs are not using CiviMember, that's why there's no general implementation.
  
  There's two parts to this: Initial signup, and sending renewal notifications to the PA.
  
  #### Initial signup
  
  ##### With Drupal and Webform-CiviCRM
  
  Webform-CiviCRM makes it easy to set up a membership for one contact while registering as another.
  
  ##### FormBuilder
  
  FormBuilder isn't there yet. It can almost handle this situation for free memberships (a 3-line patch adds membersip support) but it's still a ways from handling payments.
  
  For one of my WordPress clients, we handle renewals this way. I created a two-page form - the first is FormBuilder, then we use the post-submit URL to redirect a user to the payment page. However, their renewals are all with logged-in users. It's [currently unclear](https://chat.civicrm.org/civicrm/pl/bs3mzd6fsjrd9fuqska5uh515w) if doing this while not logged in is possible.
  
  ##### Caldera Forms/Ninja Forms
  
  If you're on WordPress, you can also explore the community fork of Caldera Forms, or Ninja Forms, both of which are likely to support your scenario (though collecting payment requires a paid plugin with Ninja Forms).
  
  ##### Form Processor
  
  If you're on Joomla, or these other scenarios are unworkable - there's a final answer, but it's much more work to set up. Create a form in the tool of your choice (e.g. FormStack, SurveyMonkey) and on submission, fire a webhook to an endpoint created with the Form Processor extension. My WP client using FormBuilder for renewals uses WPForms + Form Processor for the initial signup.
  
  #### Renewal notifications/payment
  
  For handling notifications to the PA, I recommend using CiviRules and Email API to create a rule with the action "send an email to a related contact" when the membership is almost up. If you use invoicing, my [altinvoice](https://lab.civicrm.org/extensions/altinvoice/-/tree/master) extension will allow sending invoices to additional contacts based on a relationship setting.
  
  > **Comments:**
  > **username_0**: thank you this is very helpful indeed and clearly it's quite a significant piece of work. We are using WP and have a variety of paid membership categories, with concessions that can be applied, and both CC and DD payment options, so that's quite a lot to factor in, given your analysis!  
  
  ---
  
  