Let Grantseekers Update Their Information

Set up access for grantseekers so that they can update their organization's information. Review the available optional settings, such as updating global action or quick actions, to help the process be more efficient.

• 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.
• Set Up Account Update Request
  Provide a simple way for grantseekers to request an update to their organization’s information.
• Optional Configuration
  Review the available optional configurations to help your organization be more efficient in performing grantseeking activities.