CiviCRM Community Forums (archive)

You'll probably need to do some coding to make this flow work - but one approach that might get you close is to have the "editors" use the Contact Dashboard and give them a permissioned relationship with "their" university.

Steps to "experiment" with this manually:
- create front-end link for CiviCRM Contact Dashboard and give access to authenticated front-end users
- create a University (org) record and add an Employee relationship to it for a (test) contact who as a front-end account on your site. Check the permission to "can view and update information".
- log to front-end as the test user and click the Contact Dashboard front-end menu item (of course you can name it something else)
- you'll see a section for "Your Contacts / Organizations" with the university listed and a link to "Edit Contact Information"

Things you'll need to solve if you go down this road:
1. You can potentially use an online contribution page with the wording changed and "non-monetary transaction" checked AND the "contribute on behalf of" feature enabled as a way to initially collect info from the person (about themselves and the university). This approach will create both records and the permissioned relationship automatically

- Otherwise you'll need to manually create the relationship - or potentially implement a civicrm hook to do this

2. Currently the form fields provided for the related organization are hard-coded. At some point this will switch to using a profile - which will give you the ability to control the fields (and include custom fields etc.). However for now, if you need additional fields you'll need to either put resources into moving this to using a profile (see discussions on this elsewhere on the forum) or hack the code to add / remove fields.

I've made relationship between Individual and Organization as "Employee of". Then I created Dashboard menu item at front-end. And yes I can edit Organization data, but it consist of just general set of fields (Organization Name and Contact information). I need to manage this page.
- Can I include selected custom data fields in it?
- Can I exclude some inbuilt fields?
- Can I define captions for inbuilt fields?   (Organization name ->University name, for example)