There are several types of user roles in Grant Lifecycle Manager (GLM)/Scholarship Lifecycle Manager (SLM).
- Administrator
- Grants Manager
- Auditor
- Board Member
- Evaluator
- Applicant
This article contains a broad range of information related to users, from viewing the request history for different users to merging duplicate users. Click on the resource links for more details.
User Roles
Each user role within the system has different levels of access. The User Summary page houses contact information, request history, and any comments or documents specific to a user. The User Role Selector can be used to view a Sandbox site in different roles to test applicant/evaluator experiences.
Add or Change User Information
Users can be added to the system as a new user or added to an existing organization (GLM only). A user's profile information can be updated. Once a user is added to the system, the user cannot be deleted. Instead, users can be deactivated/activated individually and in batch. A user that has a duplicate user profile can merge the profiles into one primary user profile. The role names can be customized for users.
- Resources:
User Settings
User settings can enable or disable specific functionality. An administrator can reset a user's password for internal users and applicants.
User Overview Tutorial
The role assigned to a user determines the actions they can take in the site and the information they can view. For example, the administrator role has full access and permissions in the site. The names of user roles can be customized to best fit your organization's needs.
Use the tutorial below to gain an understanding of how users are created in the system.