CiviCRM Community Forums (archive)

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.

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.

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.