Fund advisors who are designated as primary must approve grants requested from the funds they advise when that request is made by anyone other than themselves. Adding a primary fund advisor to a fund allows for additional reporting fields to be available in the custom financial reporting area.
Add Primary Designation
Option 1
- Navigate to the Fund Advisors page and click Set Tab Permissions in the left-side menu.
- Click Assign by Fund.
- Click on the Fund.
- The Advisors section displays a list of all advisors for the fund. Click the radio button in the Primary column by the fund advisor name to assign the primary advisor, and then click Update.
- Fund advisors who are designated as the primary (advisor) for a fund must approve all grant requests made by others before the request becomes a grant.
- If the fund advisor has an email on record, a system-generated message will be sent alerting the fund advisor of grants to be approved.
Option 2
- Navigate to the Fund Advisors page.
- Click the ID of the fund advisor who will given the primary designation.
- Click the fund name.
- Click the radio button in the Primary column by the fund advisor name to assign the primary advisor, and then click Update.
- Fund advisors who are designated as the primary (advisor) for a fund must approve all grant requests made by others before the request becomes a grant.
- If the fund advisor has an email on record, a system-generated message will be sent alerting the fund advisor of grants to be approved.