First, let’s review what was covered in the article Creating Identity Profile Forms with Data Fields that will be Completed by Org Associates. We have made sure that our Form has been set to be shared on all connected user profiles. Next, within the Form we have set field permissions so we can allow our Org Associates the ability to edit information for a connected identity. Finally, we have chosen which Org Associates will be the Reviewers and Approvers of the data entered into the Form.
Now, let’s see what happens when the Foundation Admin (our Approver and Reviewer) goes to enter information on a connected identities profile. In this case, let’s enter information for Jennifer Example.
Once I have found Jennifer Example in my list of connected identities, I can see a limited view of her profile. Because I, as Foundation Admin, am set to be the Reviewer of the Form we have created, I can see that Form when I click on her name. Notice that there is a blue “edit” button next to the Form:
Click the blue “edit” button to edit the Form data, and click "save" when you are finished:
Navigate back to the limited view of Jennifer Example’s profile to view the immutable audit trail:
Since I am also set as the Approver of the inputted data, I can navigate to the new “Requests” icon in the header of the Organization account to move forward with approving the entry:
Now, from Jennifer Example’s view, there is a full auditable approval trail of the data that was entered for her new profile Form: