Applicant Ability to Edit Organization Information

Written by Reina Gallion

Last published at: May 21st, 2018

By default, applicants do not have the ability to edit Organization Information entered in the first section of the registration process after they have completed creating an account. However, you may give your applicants permission to update their organization information on a field-by-field basis. 

  • The Organization Information fields that you can allow applicants to edit include: 
    • Organization Name
    • Tax ID Number
    • Website
    • DUNS Number
    • Phone Number
    • Fax Number
    • Organization Email Address
    • Address Line 1
    • Address Line 2
    • City
    • State
    • Postal Code
    • Country
  • When this functionality is turned on, you can set up an automatic email to go to you (the administrator), the applicant who made the change, and the organization’s primary contact. This email will automatically reflect the original organization information and the updates that were made.
    • All updates are also recorded in the Organization Change Log located in the Organization’s Summary. 
      • If you have View Organization History turned on, the applicant will also be able to view the organization change log. 
  • Note: When this feature is enabled, the blue info box that shows in the organization section will have its text changed from “If your organization information does not appear correct, please contact the funder. Thank you.” to “ If your organization information does not appear correct, please click the edit (pencil) icon.”
  • Please email to activate this feature. Please provide the list of organization fields you would like your applicants to be able to edit.