As an administrator in Grant Lifecycle Manager (GLM), certain settings can be edited by clicking the gear icon in the upper-right of your screen. Once on the Settings page, click the pencil icon next to the setting you want to update.
Foundation Settings for GLM
- Logon Page Message - When set, this message will display to all users who access the site. A custom message can be added to the right-hand side of your logon page to welcome applicants to your online system and provide them with basic instructions.
- Time Zone Identifier - The Time Zone to use when displaying timestamp values in a site. This value also specifies the Time Zone abbreviation that will be displayed.
- Email Friendly Name - The Email Friendly Name is the name that appears as the sender on any email sent out of your system. All emails in the system are sent from administrator@grantinterface.com. The Email Friendly Name precedes this system email address.
- Show Decision Status - The number of days after the decision date until the request status (approved or denied) is visible to the applicant. This can be set to 0, making the request status visible to the applicant on the decision date.
- Show Follow Ups with Decision Status - When True, assigned follow ups only display on the applicant dashboard once the decision status is visible (timing is controlled by the Show Decision Status setting). This is a site-wide change.
- Follow Up Submission Logic
- Sequential: Follow up forms are accessible based on due dates, from earliest to latest due date. Once a follow up form is submitted and marked complete, the follow up with the next earliest due date becomes accessible.
- Open: All follow up forms are accessible. The assignee does not need to submit them in a specific order.
- Organization Viewable By Applicant - The View Organization History attribute allows applicants to see all of the requests submitted by any other applicant within their organization. By default, applicants can only see the requests they specifically submitted, or requests that have been reassigned to them by the system administrator. This attribute can be turned on so that all users have access to their Organization History or you can select user by user who you would like to have access to their Organization History.
- Follow Up Notification Days - Lead time prior to the due date, in number of days, that the follow-up notification emails will be sent. You have the ability to configure an automatic email reminder that will go out to any user who is assigned follow up forms, but has not yet submitted them. This email reminds the user that the due date is approaching. Note that this is a site-wide change and will affect all follow up form notifications of this type.
- Automatic Email Bcc Address - Email address to which every non-sensitive email sent from the system will be sent.
- Foundation Center UrlKey - This is the key provided to you by Foundation Center if you want to enable the eReport map. Contact support@foundant.com if you would like to Get On the Map.
- Show Evaluators Choose Process Button - Option to allow Evaluators to see the Choose Processes button.
- Follow Up Notification Past Due Days - The number of days after the due date that the follow up past due notification emails will be sent. You have the ability to configure an automatic email reminder that will go out to any user who is assigned follow up forms, but has not yet submitted them. This email reminds the user that the due date is past. Note that this is a site-wide change and will affect all follow up form notifications of this type.
- Enable Public Apply Page - Allow anonymous users to visit a public Apply page listing all available public or restricted processes. With the Public Apply Page feature, administrators can give prospective applicants access to a read only view of the Apply page. This allows prospective applicants to review funding opportunities prior to creating an account.
- Administrator Custom Role Name - Custom Role Name for Administrators.
- Applicant Custom Role Name - Custom Role Name for Applicants.
- Auditor Custom Role Name - Custom Role Name for Auditors.
- Board Member Custom Role Name - Custom Role Name for Board Members.
- Grants Manager Custom Role Name - Custom Role Name for Grants Managers.
- Staff Evaluator Custom Role Name - Custom Role Name for Staff Evaluators.
- Email History Display Days - On the Email History page, the number of days of history to display on load.
- Enables Details link on Applicant Dashboard - Turning on this feature will make a View Details button appear next to the Decision Status. View Details reflects a modified version of the Request Summary page, where applicants can view the Award Details tab which includes installment and payment information.
- Enable Applicant Visibility Override - Enable overriding Process and Request visibility for the Applicant. Allows an administrator to hide specific requests from the applicant. Turning on this feature will give you the option to hide either all or individual requests in a process from applicant history.
- Enable Google Translate - Enable Google Translate: Automatic translation of content powered by Google. If you plan on having Applicants, Evaluators or other users within your system who speak different languages, you can turn on the Google Translate feature to let users translate the site into their own language. This is a site-wide setting and will be visible for all users who log into your site.
- Warn Applicant of Existing Request - Show a warning to Applicants when they Apply if they already have a Request in that Process.
- Enable Short Links for Processes - Enable administrators to be able to create a direct link to apply to the first form in a process that can be shared with applicants.
- Enable User Merge - Enable User Merge.
- User Password Policy - Set a custom password policy. If no custom policy is set or the custom policy is disabled, then the standard policy will be used. The standard policy is a minimum of 6 characters, which include upper case, lower case, and special characters. Special characters are !@#$%^*()_.
- Store Process Filter as a User Setting - True or False setting.
- Print Landscape Reports - True or False setting.
- Date Format - Set Date Format display.
- Time Format - Set Time Format display.
- Invalid Access Code Warning Message - Warning message shown to Applicants on Apply Page if they entered an invalid Access Code.
- DocuSign - Allow documents to be signed with DocuSign.
- Batch Close All Follow Up Statuses - Allow Batch Close in all Follow Up Statuses.
- Foundant Promotional Pop-up - This is a pop-up message promoting Foundant nonprofit solutions shown to applicants when they submit forms in GLM.
- Applicants will have the option to hide these messages by checking the Hide this message box on the pop-up.
- Applicants will have the option to hide these messages by checking the Hide this message box on the pop-up.