The Show Contact Info option on a process summary allows you to control which evaluator user roles can see applicant and organization (Grant Lifecycle Manager [GLM] only) information for requests in the process. By default, both the board member and staff evaluator roles can see this information.
There are additional considerations to keep in mind with this setting in a GLM site:
Users with the board member role have access to the Organization Summary page for any requests they’re assigned to evaluate, which contains the Request History for the organization. Because of this, they could potentially see which organization submitted which request in a process that is set to hide contact information from evaluators.
In addition, if the Organization Name column has Link to Organization selected via custom columns, users with the staff evaluator role can also access the Organization Summary page for requests they’re assigned to evaluate.
Configure the Show Contact Info Option
- Navigate to the process.
This option is set at the individual process level.
- Click Edit Process Summary to expand the drop-down.
- Uncheck the box for the board member and/or staff evaluator roles if you do not want users with those roles to see applicant and organization information for this process.
- Click Save Summary.