Users accounts control access to Grant Lifecycle Manager (GLM) or Scholarship Lifecycle Manager (SLM). Creating users establishes login credentials and assigns role-based permissions that determine what each user can see and do in the site.
User Roles: Administrators and Grants Managers.
Add new users to:
- Create new user accounts for staff members, board members, evaluators, or applicants who need access to the site.
- Add contacts to existing organizations so multiple users from the same organization can submit or manage requests.
Add a New User
To create a new user account in GLM or SLM, access the Users page and complete the user information fields.
- Click Search on the upper navigation bar, and then click Users.
- Click Add User.
- Complete the User Information fields, the Password fields, and select a role: board member, evaluator, administrator, or applicant.
- Only users with the applicant role need an organization assigned to them via the organization drop-down menu at the top of the page.
- Not all fields are required when manually adding a user to the system.
- Remember the password because the password will be hidden.
- Users can update their password once they access the system.
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User Roles Defined provides details on user roles.
- Click Save.
An automatic email notification will not go out when a user is added this way, a manual email will need to be sent to provide them with their logon credentials.
Add New Users to Existing Organizations
There are two methods to add a new user to an existing organization in GLM or SLM: add the user to an organization during the user creation process, or add the user directly from the Organization Summary page.
Add a New User to an Existing Organization
When adding a user who needs to be associated with an existing organization, select the organization during the user creation process.
- Click Search on the upper navigation bar, and then click Users.
- Click Add User.
- Click the Organization drop-down and select the existing organization.
Continue the process of adding a user starting with step 3 in the Add a New User section of this article.
Add a New User from the Organization Summary Page
To add a new user to an existing organization from the Organization Summary page in GLM or SLM, add them as a contact directly from the organization's profile.
- Click Search on the upper navigation bar, and then click Organizations.
- Enter the search criteria for an existing organization, and then click Search.
- Click the organization name.
- Click the Contacts page.
- Click Add.
The organization will be auto-filled at the top of the Add New User page. Adding a contact will follow the same process as adding a new user.
A user can be added to multiple organizations.