User Roles and Permissions

All users require one or more roles to navigate the site. Each user role has a set of permissions. Users with the User Admin role have the necessary permissions to adjust other users' roles. The available roles are as follows:

• User Admin - User Admins manage users, user access to the site, and user permissions. 
• Admin - Admins have full access and permissions in the site. 
• Viewer - Viewers can view grant opportunities, spend down reports, library content, and other pages within the site. 
• Accounting - Accounting Users have full access to accounting pages. 
• Writer - Writers can access and manage opportunities, grant content, and library content. 
• Writer Limited - Writer Limited Users can add and manage grant opportunities.
• CRM Manager - CRM Managers have full access to Profiles and correspondence.
• CRM Viewer - CRM Viewers are able to view profiles and correspondence. 

All roles can interact with the notes and tasks within GrantHub Pro. 

While most users will only need to be assigned one role, additional roles can be added to provide the necessary permissions.

• The User Admin role can be added for users who need to manage user access to the site. 
• The Writer role is often combined with either the CRM Manager or CRM Viewer role to provide appropriate permissions to a grant writer.

Adjust User Roles

1. Navigate to the Sites page.
2. Click the gear icon next to the site name.
3. Click Users and Permissions on the navigation bar.
4. Click Edit next to the user.
   
   
   
5. Click any of the available user roles from the drop-down menu, and then click Save.