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Give Grantseekers Access to Update Account Information
External users, such as grantseekers, can use the Account Update Request to submit information about their organization to your org. When a grantseeker starts a request, they complete a form with important information about their organization, such as their organization’s name, address, and phone number. This information comes back to you through a Case. When the Case is approved by a grantmaker, the request either creates a new Account for the organization or assigns an existing Account to the grantseeker’s Contact record.
Learn more about these scenarios in Learn About Account Update Requests.
Grantseekers require additional permissions to use the Account Update Request feature, specifically on the Account, Case, and Contact objects.
Account Permissions
Additional Account permissions are required for grantseekers to view and create Account information when requesting an update to their organization information.
Account Object Account Fields
| Permission Name | Enabled |
|---|---|
| Read | √ |
| Create | √ |
| Edit | |
| Delete |
Additional field permissions are required if your org wants grantseekers to be able to view and edit their Account Name and Billing Address on the Update Organization Information Request form. These fields are used in the Account Update Request global quick action.
| Field Label | Read Access | Edit Access |
|---|---|---|
| Account Name | √ | √ |
| Billing Address | √ | √ |
Case Permissions
Additional Case permissions are required for grantseekers to create a Case when requesting an update to their organization information.
Case Object Case Fields
| Permission Name | Enabled |
|---|---|
| Read | √ |
| Create | √ |
| Edit | |
| Delete |
Additional field permissions are required if your org wants grantseekers to be able to view and edit the Description on a Case. This field is used in the Account Update Request Case quick action.
| Field Label | Read Access | Edit Access |
|---|---|---|
| Description | √ | √ |
Contact Permissions
Additional Contact permissions are required for grantseekers to create a Case when requesting an update to their organization information.
| Permission Name | Enabled |
|---|---|
| Read | √ |
| Create | |
| Edit | |
| Delete |
Apex Class Permissions
Two new Apex classes are included in Grants Management to give a profile access to use the Update Account Information Request functionality: CommunityAccountUpdateRequest and InternalAccountUpdateRequest.
The Apex class CommunityAccountUpdateRequest is automatically assigned to the Grantseeker Plus Login profile. This allows a site user to view Account data on the Update Organization (Account) Information Request form from a Case.
The Apex class InternalAccountUpdateRequest is automatically assigned to the system administrator profile, but you can assign it to other administrator profiles as needed. This allows a user to view Account data on the Update Organization (Account) Information Request form from a Case as well as process the request.
