Access and interaction with Grants can be controlled by broad permissions and permissions specific to the page.
- Navigate to the Grants page and click Permission in the left-side menu.
- Click [Show Advanced].
- Make applicable changes, and then click Save.
Permissions List
| Detailed Area | Description |
| Add File | Permits the user to add a file to a grant. |
| View All Types | Permits the user to access the grant buckets. This must be set to display/list grants. |
| Approve Payments | Permits the user to approve a grant payment. |
| Send Award Letter | Permits the user to send award letters from the award letter tab. |
| Categories | Permits the user to add a category to a grant catalog. |
| Content | Permits the user to edit custom content. |
| Create | Permits the user to create a grant, grant catalog, recurring grants, and jobs. Permits the user to import grants and create spendable. |
| Dashboard | Permits the user to access the grants dashboard. |
| Delete | Permits the user to delete grants. This option is removed once the grant is posted. Permits the user to void unfunded grants from the grants screen left-side menu. |
| Deny Grants | Permits the user to deny grants. This option is removed once the grant is posted. |
| Display | Permits the user to drill into specific grants in any of the grant buckets. Required in order to access the grant award letter, grant letter, internal grant, and grant card template field list. |
| Display Anonymous Grant Details | Permits the user to display details on anonymous grants. |
| Edit | Permits the user to edit unposted grants and to request to notify by email. Permits the user to edit GLM option, copy, edit pay schedule, change grantee, change fund, add multifund, on-hold, and add images to a specific grant. |
| Send to GLM | Permits the user to send to GLM/SLM. |
| List | Permits the user to see all the grant buckets on the grants screen. Permits the user to filter reports, see the grant catalogs screen |
| View Log | Permits the user to access the log for a specific grant. |
| Override Balance Check | Permits the ability to override a lack of funding. |
| Create Payment Vouchers | Permits the user to create a payment voucher. |
| Post | Permits the user to post all grants or specific grants. |
| Process Documents | Permits the user to process grant letters from the document tab. |
| Settings | Permits the user to enable settings specific to this area. |
| Unpost and Unapprove | Permits the user to unpost and unapprove a specific grant but not the voucher. |
| Unpost Voucher | Permits the user to unpost a specific voucher. |