User Roles Defined
Below are the different types of user roles and each has a different level of access. Applicant Create new applicant and organization (registration page). View a list of all active processes with descriptions. Apply for grants with current grant cycles. See the status of grants to which the applicant has applied. (If this attribute is turned on). Vi...
Custom User Role Names
The default the User Role Names are Applicant, Staff Evaluator, Board Member, Grants Manager, Auditor, and Administrator. All of these role names can be customized. For example: "Board Member" can be updated to "Committee Members" "Grants Manager" can be changed to "Program Manager" Note: It is best practice to first learn the privileges of each use...
User Summary Overview
The User Summary is created when a user starts their first request in your system. It houses contact info, request history and any comments or documents specific to that user. This feature is available in both GLM & SLM. Please note that the User Summary page in the Grant Lifecycle Manager product contains a tab reflecting Organization informat...
Deactivating a User
Users in Foundant GLM have two statuses, Active or Inactive. When a new user is added to your system they are, by default, Active. In order for a user to become Inactive you must manually Deactivate them which stops them from logging into their account. To Deactivate an Active user, follow the steps below: From the dashboard click on Search in th...
Re-activating a User
To Reactivate a Deactivated user, follow the steps below: From the dashboard click on Search in the top navigation key, and then select Users. In the top Filter Criteria area, check the Inactive box and uncheck Active. Enter the name of the user that you want to activate. Click Search. Click the Activate User Icon to the right of the user's informat...
Add a New User to the System
Click Search in the navigation menu at the top of the page, and then select Users. Click on the Add New User button in the upper right hand corner of the page. Complete the profile fields and choose a role (Board Evaluator, Staff Evaluator, Administrator, or Applicant). Only users with the applicant role need an Organization assigned to them via t...
Updating a User's Profile Information
Click Search in the navigation menu at the top of the page, and then select Users . Click on the box next to the type of User you're looking for (User Status and Roles) and click Search . Refine your search by entering the user's First and/or Last name at the top. After searching you'll be presented with a list of users that meet your search crite...
How To Assign an Request to a Different User
Make sure the request and the applicant that you want to assign the request to are both assigned to the same organization. If needed, refer to this article for information on moving an applicant to a different organization. Click Search in upper navigation bar, then click Organizations. Search for the organization where the request and new applican...
Merge Duplicate Users
Overview Duplicate users with the role of applicant or with no role may be merged. For GLM sites, these users must also belong to the same organization in the site. Common scenarios for merging users include: After merging duplicate organizations, you might notice duplicate users (i.e. someone was entered as the Executive Officer during registratio...
Log In (Proxy In) as Another User
Administrators have the ability to log in (proxy in) as any user in the system without knowing the user's credentials. This allows administrators the ability to submit forms and evaluations for the user they are logged in as. This also proves helpful when attempting to help other users troubleshoot the system. There are two main ways to log in as o...
User Role Selector
Users can be given multiple roles within the system, this is often used by people with multiple roles within a Foundation, or by Administrators to test Applicant or Evaluator experiences in their Sandbox sites. If a user does have multiple roles selected, the Role Selector will appear in the top right corner of the page. This Role Selector is used ...
Password Reset Email Not Received
If a sent email is not showing up in the User’s inbox, there are two places to look to resolve this. Option 1: The user should check their junk or spam box for the email sent from administrator@grantinterface.com. Option 2: If the email is not located in the junk or spam box, then they should check their security settings, as it might be blocking ...