Grant Lifecycle Manager (GLM) has a number of tools to help administrators use the system to keep all information for organizations in one place. Organization records contain information such as contacts, requests, and documents. In GLM, all applicants must be associated with an organization.
Organizations can be added in three ways:
- By an applicant when they register in your site.
- Imported from GuideStar by your foundation.
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If your organization utilizes Ajah, this function is unavailable.
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- Manually added by your foundation.
Gather Information from an Organization
There are several different ways in which you can gather needed information from an organization. Some of these include adding fields on user registration pages, adding questions related to the organizations on forms, or running charity checks on the organization.
Resources:
- Ajah (Canadian sites)
- Capture Fiscal Sponsor Information
- GuideStar Charity Check Fields
- Organization Custom Fields
- Run a GuideStar Charity Check
Add or Change Organization Information
There may be some instances where information within an organization needs to be changed or added. Some of the instances can include duplicate organizations needing to be merged, a new primary contact needs to be assigned, or a new user needs to be added to an organization.
Resources:
Edit Organization Information Video
This video provides additional details for editing an organization's information.
Move an Existing Request or Applicant
Administrators may need to move a request or an applicant to a different organization or assign a request to a different user within the organization.
Resources:
- Assign a Request to a Different User
- Move an Applicant to a Different Organization
- Move a Request to a Different Organization
Configurable Settings and Features
Within the settings in your site, some organization information can be made visible or editable by applicants within the organization. These settings can be configured so that only certain information may be edited or visible to applicants. An optional warning message feature that can be added to the registration process to help avoid duplicate organizations being created within your site.
Resources: