An applicant who is involved in more than one organization can be added in Grant Lifecycle Manager (GLM) to multiple organizations. This allows the applicant to apply to applications using different organizations.
Add an Applicant to Multiple Organizations
- Click Search on the upper navigation bar, and then click Users.
- Enter the Search Criteria for the applicant you want to add to multiple organizations, and then click Search.
- Click the last name of the applicant.
- Click the Organizations tab.
- Enter the name of the organization you want to add to the user's profile into the Add Organization field, and select the name from the drop-down list.
The applicant is now added to multiple organizations and can switch between organizations when they are ready to apply to a process.
Remove an Organization from a User's User Summary
If a user is no longer associated with an organization, the organization can be removed from the user's User Summary. The primary organization cannot be removed from a user's User Summary.
- Click Search on the upper navigation bar, and then click Users.
- Enter the Search Criteria for the applicant you want to remove from an organization, and then click Search.
- Click the last name of the applicant.
- Click the Organizations tab.
- Click the Remove This Membership icon next to the organization name.
- Primary organizations cannot be removed.
- Primary organizations cannot be removed.
- To change a user's primary organization, select the radio button next to the desired organization.