Dashboard for members for The Green Register

Challenge

An organisation can buy a membership and manage employees who get a membership through the organisation (inherited).
They run various events and can register employees for those events.
There is also an “Individual” membership category.
Employees/Individuals can download certificates for CPD and event attendance, and organisations can see and download certificates on behalf of an employee
Individuals can update their own details
Organisations details can be updated by related individuals (permission dependent)

Solution

Layout: FormBuilder, WordPress Menus, Pages
Forms: FormBuilder
Lists/Tables: SearchKit
Automation and messaging: CiviRules with EmailAPI and CMSUser
Certificates: Certificates extension
Book Training and Events: Standard CiviEvent

Results

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