Grants Manager Permissions Definitions

With the Custom Grants Manager Permissions feature, the following permissions can be turned on or off for grants managers in your site. 

• Manage Users

  • Create, edit, or delete users. 

• Manage Organizations (GLM sites only) 

  • Create, edit, or delete organizations. 

• Enter Manual Grants

  • Create a manual request for an organization (GLM sites) or applicant (SLM sites).

• Proxy

  • Proxy login as another user.

• Revert Status

  • Revert the status of a request.

• Manage Evaluator Assignments

  • Assign evaluators to requests and edit assignments. 

• Manage Requests

  • Approve, deny, close, and abandon requests. 

• Approve Stage

  • Approve requests in the qualification or LOI stage. 

• Manage Follow Up Assignments

  • Assign follow up forms for an approved request and edit assignments. 

• Manage Installments

  • Add installments for a request and edit existing installments.

• Manage Payments

  • Record, edit, and delete payments. 

• Reporting

  • Access the Reports & Data Sets tool, and view saved reports and data sets. Export existing data sets and reports. 

• Create Data Set

  • Create a new data set in the Reports & Data Sets tool and edit existing data sets. 

• Send Emails

  • Send emails to users within the site, either by using saved email templates or without a template. 

• Requests and Decisions

  • Access to the Requests & Decisions Search page, but cannot search for requests in a process they’re not assigned to. 

• Request History

  • Access to applicants’ Request History tab. A grants manager will see any requests from processes they’re not assigned to (including details such as amount awarded), but can’t click into the request summary for those requests.

• CommunitySuite Integration

  • Sync requests to CommunitySuite and approve or disapprove installments.

• Mark Forms Complete 

  • Mark qualification, LOI, application, and follow up forms complete.