Editing Site Settings

As an administrator, you have the ability to edit certain back end settings within your site. This can be accessed by selecting the Edit Site Settings gear icon from the top of the page. On the Settings page, you will see your License Type, followed by all of the editable settings within your Site. You may use the quick search feature at the top of ...

Customize Log On Page Message

You may add custom messaging on your Log On page. The message will appear to the right of the Email Address and Password fields, as shown below.  This can be edited from the Settings page by selecting the gear icon at the top of any page. Here is an example of messaging you may want to use: Welcome to the [Insert Foundation Name Here]’s online grant...

Updating My Foundant Site (Site Skin) to Match My Website

Has your website changed and your site skin doesn't match? We would be happy to update your site skin for you. Please contact us at support@foundant.com with your updated images/website. Below is a list of the image/color requirements: The header banner for your Logon Page can be 50px to 300px in height and the width must be 1002px The header banner...

What Changes Can be Made to Registration Pages?

There are many items that can be modified throughout the registration process. Here is a list of the items we can and cannot change. Keep in mind that changes to field labels should be kept to a minimum as these fields are connected to the reporting tool.  Items that  can  be modified: Question Labels can be modified. Questions can be made required....

User Custom Fields

Overview Custom fields can be added to the User Registration page. This page is part of the registration process when a new applicant creates an account.  The data collected in these fields is visible in a user's User Summary. Contact your CSM to add or edit custom fields on your User Registration page. Custom Fields All question types except File U...

Organization Custom Fields

Overview Custom fields can be added to the Organization Registration page. This page is part of the registration process when a new applicant creates an account. The data collected in these fields is visible in an organization's Organization Summary.  Contact your CSM to add or edit custom fields on your Organization Registration page. Custom Fields...

Duplicate Organization/Tax ID Warning Message in Registration

The Duplicate Tax ID Warning Message is a measure you can take to help prevent organizations from registering in your site more than once.  When registering, if an applicant enters a Tax ID number that is already registered in the system, the Duplicate Tax ID warning message can appear prompting the applicant to reach out to the site administrator b...

Fax to File

This tool allows users who do no have access to a scanner to use a fax machine in order to get physical documents into a digital format.  To start, click the  Fax to File link on the top menu of the screen. Then click the  Request a Fax #  button and you will be presented with a toll-free fax number You have this number for 20 minutes. Fax your docu...

Public Apply Page

With the Public Apply Page feature, administrators can give prospective applicants access to a read only view of the “Apply” page. This allows prospective applicants to review grant opportunities prior to creating an account in your system.   By default, this feature is turned off.  This can be turned on from the Settings page by selecting the gear ...

Google Translate

You can turn on the Google Translate feature to let users translate the site into their own language. This is a site-wide setting and will be visible for all users who log into your site. This can be turned on from the Settings page by selecting the gear icon at the top of any page. Once this is turned on a Google Translate option will appear near t...

Shared Documents

Shared Documents is a tool administrators can use to upload and house documents in the system. These documents can then be shared with users who have the Board Member, Staff Evaluator and/or Grant Manager role. Types of files commonly housed in Shared Documents: Print packets for evaluators that don't complete an evaluation form Evaluator tutorials ...

Create Custom Columns

As an administrator, you may edit the columns that are visible at the top of the workload pages, the Your Evaluations tab, and the Payment Tracking page. You may add up to two additional columns on these pages.  This feature is available to users with a Standard license or above. Please reach out to the Support team to enable this feature in your si...

Enable Short Links for Processes

Turning on the Enable Short Links for Processes feature allows administrators to share a direct short link to the initial form in a process. When this setting is enabled, follow the steps below to copy the short link for a process:  From the Edit Process Summary dropdown in the process, click the link icon next to the name of the process.  Make sure...

Collaborator Feature

The collaborator feature allows applicants to work together on a single request. With this feature, applicants can also add a new user to their organization in your site (GLM only) without contacting an administrator.  This feature is included with the Basic license and above. Please reach out to the Support team at support@foundant.com to enable th...

Applicant Visibility

The Applicant Visibility feature allows an administrator to hide a request from the applicant. Turning on this feature will give you the option to hide the entire Process and any Requests entered into the Process from applicants. Or you can choose to hide any specific Requests on an individual basis.  Once this functionality is turned on in your sit...

Applicants Viewing Requests Submitted Within their Organization

By default applicants can only see the applications that they submitted or requests that have been re-assigned to them. If you would like applicants to see requests submitted by other users at their organization we can turn on the “View Organization History” attribute. There are 2 options when configuring this attribute: 1. All users can view their ...

Applicant Ability to Edit Organization Information

By default, applicants do not have the ability to edit Organization Information entered in the first section of the registration process after they have completed creating an account. However, you may give your applicants permission to update their organization information on a field-by-field basis.  The Organization Information fields that you can ...

Request Status Updates and Visibility

Show Decision Status When a request has been submitted and is under consideration, the applicant will see the decision status of Undecided on their dashboard.  Once a request has been approved or denied, the applicable decision status will appear on the applicant’s dashboard after the preset delay time period has passed after the decision date.  For...

Warn Applicants of Existing Requests

Turning on this feature will cause a warning message to appear if an applicant attempts to apply to a Process for which they already have created a request.  The message will provide a link to the existing request, as well as the status and date of the request.    This feature will also turn the Apply button of a Process grey after a request has bee...

Follow Up Automatic Email - Notification Days

You have the ability to configure automatic emails that will go out to grantees who have not submitted follow up forms.  By default, these reminder emails will go out 14 days before a follow up is due.   You can also build automatic email templates that will be sent if a grantee does not submit their assigned follow-up by the specified due date. By ...

Foundation Center's eGrant Reporting Program (eReport Map)

Please note: Foundation Center and GuideStar recently joined forces to become Candid (learn more here: Candid). Links and email addresses in the resource below have been updated accordingly. What is the eGrant Reporting Program History:  Foundation Center’s eReporting Program enables grantmakers, to quickly and easily share grants data with the fiel...

Set User Password Policy

You can choose to set a password policy for users in your GLM/SLM site. The requirements you choose will apply to all users (across all roles) in your site who set or reset their password going forward.   You can also configure the maximum failed attempts allowed for users to enter their password when logging on, without enabling a custom password p...

Auto Search on Requests & Decisions Page

Any search parameters you use on the Requests & Decisions search page are remembered by the system when you visit the page again.  The system can also automatically run a search based on those parameters when you visit the page again. This setting is off by default, but you have the option to toggle it on. This setting will only apply to your ac...

Save Process Filters

If you apply a process filter when using your site, the system will remember the filter as you navigate your site until you log out.  If you would like the system to remember the filter even after you've logged out and logged back in, enable the Store Process Filter feature in your site. To do this, navigate to the Site Settings page and set the "St...

Quick Navigation

The Quick Navigation feature gives users with an administrator role (including administrators, grants managers, and auditors) the ability to jump to the top or bottom of the page, and to click into the next form in a list. The ability to click into the next form is only available if you have the Paging feature enabled in your site (please contact th...

Two-Factor Authentication

If you enable a custom password policy in your GLM/SLM site, you also have the option to require two-factor authentication for users. This requirement is configured by user role.  Two-factor authentication is an additional layer of security. It requires a user to enter both their password and a verification code to log on to a site. When enabled in ...

Reset Two-Factor Authentication for a User

Refer to this article for instructions on setting up a two-factor authentication requirement for users: Two-Factor Authentication. Occasionally a user may need to have two-factor authentication reset for their account. For example, if they need to change the authentication app they use. After resetting, the user will need to set up two-factor authen...

Set Custom Columns for Evaluators

Please refer to this article for an overview and step-by-step instructions on custom columns: Create Custom Columns To create the default custom columns on evaluators' dashboards, go to the Your Evaluations tab on your own administrator dashboard to add fields.  This will set the default custom columns that evaluators (any users with assigned evalua...

Select Date and Time Formats

You have the option to adjust the format of dates and times in your site. This is a sitewide setting, meaning it will affect how dates and/or times display throughout your site. This will be reflected for all user roles as well (i.e. applicants, evaluators, etc.). Contact the Support team (support@foundant.com) or your CSM if you'd like to adjust th...

Show Follow Ups with Decision Status

Show Follow Ups with Decision Status By default, when you assign a follow up form to an applicant it's immediately visible on their dashboard.  You have the option to turn on the Show Follow Ups with Decision Status setting. When turned on, the system will only show an applicant their assigned follow ups once the decision status ("Approved") is visi...