Profile to allow an Individual to update Organization records

[groston]

This is a two part questions.

Part 1: How do I create a profile such that when an Individual whose relationship to an Organization is marked as  "'Individual' can view and update information for 'Organization'" logs into my Drupal site that they can edit the Organization's records? I created a profile with the few records that are to be updated and marked it as 'View/Edit Drupal User Account', but nothing showed (because, I suspect, that the Drupal logged-in user is the Individual, not the Organization). I did find this posting, http://communitymediadatabase.org/node/24, but to call the approach described 'awkward' would be generous. I thought about using a Webform, but was not sure how to access the Organization records.

Part 2: Once Part 1 is resolved, using Profiles, is there some way to show the edit tab for the Organization profile to only a specific CiviCRM group/Drupal Role of people? Doing this for the Webform is straightforward.

Thx.

[petednz]

what Org info do you want them to Edit - if just simple address stuff, then so long as Indiv has permissioned relationship over Org then they can do this via their CiviCRM dashboard where they should see the Org listed

if more complex, yes Webform is the way to go in our experience. documention on the webform-civi module is good so you should find what you need there

also read up about eileen's extension for extended permissions on relationships if you want more options.

hth

[Coleman Watts]

I thought about using a Webform, but was not sure how to access the Organization records.

You do this by creating a webform with 2 contacts - contact 1 should be the individual, contact 2 should be the organiztion. Enable the organization's "existing contact" field and then edit that field to pre-fill based on relationship.
To make this work with permissions, you will need to install the above mentioned extension.

[groston]

Coleman, Pete,

Thanks for the help. I was unaware of the CiviCRM-Webform ability to link two contact records. Thank you for pointing that out. I was able to build a webform that allows an Individual to update a related Organization record.

With regard to permissions, I am still still struggling a bit. I did install the 'Relationship Permissions as ACLs' extension, but I do not see where it adds any additional permission-related fields to the form. Specifically, I do not understand how to limit updating the Organization's contact info to only that Individual for whom the "'Individual' can view and update information for 'Organization'" box is checked. Would one of you please provide some guidance?

[Coleman Watts]

The extension doesn't add anything to the form and it doesn't have any configuration options. It simply makes it possible to do what you want. Without it, a permissioned relationship would not be sufficient to give the individual pemission to update the organization.

[groston]

Must have been a caching problem - it now seems to be doing what I want. Thx.