Users have to be created to access the Grant Lifecycle Manager/Scholarship Management Lifecycle system. User roles include administrator, grants manager, auditor, board member, evaluator, and applicant. Users can be added to existing organizations.
Add a New User
- 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.
-
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 manually email will need to be sent to provide them with their logon credentials.
Add New Users to Existing Organizations
There are two ways to add a new user to an existing organization. There is the ability to add a new user to an existing organization when creating a new user or from the Organization Summary page.
Add a New User to an Existing Organization
- 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
- 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 tab.
- Click Add Contact.
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.