Grants Manager Permissions vary by license type. This article discusses the differences between license types and the custom grants manager permissions feature.
The Custom Grants Manager Permissions feature allows the following permissions to be turned on or off for grants managers in your site. The Custom Grants Manager Permissions feature allows administrators to customize the permissions for users with the Grants Manager role. You may edit the default for all Grants Managers from the Search Users page, or for an individual Grant Manager from the Update User page.
This is an Advanced license feature.
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Manage Users
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Create, edit, or delete users.
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Manage Organizations (GLM sites only)
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Create, edit, or delete organizations.
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Enter Manual Grants
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Create a manual request for an organization (GLM sites) or applicant (SLM sites).
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Proxy
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Proxy login as another user.
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Revert Status
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Revert the status of a request.
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Manage Evaluator Assignments
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Assign evaluators to requests and edit assignments.
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Manage Requests
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Approve, deny, close, and abandon requests.
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Approve Stage
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Approve requests in the qualification or LOI stage.
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Manage Follow Up Assignments
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Assign follow up forms for an approved request and edit assignments.
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Manage Installments
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Add installments for a request and edit existing installments.
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Manage Payments
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Record, edit, and delete payments.
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Reporting
- Access the Reports & Data Sets tool, and view saved reports and data sets. Export existing data sets and reports.
If your saved reports and data sets contain data from processes a grants manager is not assigned to, they will still be able to see that data.
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Create Data Set
- Create a new data set in the Reports & Data Sets tool and edit existing data sets.
All processes in your site are available when creating/editing a data set, so a grants manager would be able to see data in processes they are not assigned to.
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Send Emails
- Send emails to users within the site, either by using saved email templates or without a template.
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Requests and Decisions
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Access to the Requests & Decisions Search page, but cannot search for requests in a process they’re not assigned to.
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Request History
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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.
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CommunitySuite Integration
- Sync requests to CommunitySuite and approve or disapprove installments.
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Mark Forms Complete
- Mark qualification, LOI, application, and follow up forms complete.
Below is a table breaking down Grants Manager Permissions by license type.
| Standard License | Enable or Disable with Standard License | Advanced License and Standard +2 License | Customized Manager Feature with Standard +2 or Advanced License | |
| Access Foundant Training Resources | X | X | ||
| View, edit, create, deactivate/activate users, not including administrators. | X | X | X | |
| Proxy as other users, not including administrators. | X | X | X | |
| View, edit, create, merge, and delete organizations (GLM sites only). | X | X | X | |
| View all open requests on the dashboard. | X | |||
| View only open requests on the dashboard that are in processes the grant manager is assigned to. | X | |||
| Manually enter requests. | X | X | X | |
| View questions with any visibility type. | X | X | ||
| Edit responses on forms. | X | X | X | X |
| Mark forms as complete or incomplete. | X | X | X | |
| Edit form deadlines for individual requests. | X | X | ||
| Assign applications, evaluations, and follow up forms. | X | X | X | |
| Revert a request to a previous status. | X | X | ||
| Approve and deny requests. | X | X | X | X |
| Send emails using existing email templates or a blank template. | X | X | X | |
| Utilize GuideStar integration features. | X | X | ||
| View and edit budget and payments. | X | X | X | |
| Create documents using merge templates. | X | X | ||
| View, edit, and export saved reports. | X | X | X | |
| View shared documents marked visible for the grants manager role. | X | X | ||
| Sync requests to CommunitySuite. | X | X |