Set Custom Grants Manager Permissions

The Custom Grants Manager Permissions feature allows administrators to edit the permissions of each grants manager in the site. You may edit the default permissions for all grants managers, or for an individual grants manager. Details on the available permissions are available in Grants Manager Permissions Definitions.

Edit Default Grants Manager Permissions

Follow the steps below to set the default permissions for users with the grants manager role in your site.

1. Click Search in the upper navigation bar, and then click Users. 
2. Click the pencil icon next to Grants Manager in the list of roles. 
   • If you've renamed this role in your site, click the pencil icon next to the role that corresponds to the grants manager role.
     
      
3. Click the Off/On toggles to turn each permission off or on for the grants manager role in your site. 
4. The system automatically saves your selections.

Edit Individual Grants Manager Permissions 

Follow the steps below to set the permissions for a specific user with the grants manager role. This will override the default permissions. 

1. Click Search in the upper navigation bar, and then click Users.
2. Enter the name of the grants manager you'd like to locate, and then click Search.
   
   
3. Click the pencil icon next to the user's name in the search results.
    
4. Click the pencil icon next to Grants Manager. 
   • If you’ve renamed this role in your site, click the pencil icon next to the role that corresponds to the grants manager role.
      
5. Click the Off/On toggles to turn each permission off or on for this user. 
   • You will also see a reminder for what the default is for each setting (e.g. “Default (On)").
     
     
6. The system automatically saves your selections.