Manage Account Update Requests

Submit an Account Update Request

A new grantseeker can add their organization information to their profile in the grantee portal.

The Organization Information section reflects the information the grantseeker submitted and provides a Case Number. A grantseeker can view the Case’s status if you added Cases to your portal navigation.

1. Click the user profile in the top right corner, then click My Organization.

2. Click Request an Update.

3. Complete the form, then click Submit Request.

Note An external user can submit multiple requests to update their organization information. Grants Management uses the most recently approved Case information to either create a new Account or assign an existing Account to the grantseeker.

Approve an Account Update Request

Approving an Account Updated Request closes the Case and either creates a new Account for or associates an existing Account with the grantseeker’s organization. In either scenario, it also associates the Account to the requesting user’s Contact record.

1. From the App Launcher, search for then select Cases.

2. Click the Case Number.

3. Review the submitted request, then click Process Request.

4. Click Process Request.