Learn how to add Grantee Portal Users to a report or submission intake form so they can complete the form.
After assigning report and/or submission intake forms to a request requirement, GivingData users may invite specific individuals to the report or submission form. These individuals can be different from those who were invited to the application on the request.
On the Requirements tab of a Request record, click the report or submission intake form title. 
Click the Grantee Portal Intake Entry tab in the modal that opens. Then, click the green "Assign Grantee Portal Users" button.
The following modal will appear: 
The above list of contacts includes those associated with the organization who have the Grantee Portal “Manage Reports” permission. Any of those users may be selected.
Users can also choose from other Grantee Portal Users for the organization that do NOT have the “Manage Reports” permission. By selecting them, these Grantee Portal Users will automatically receive the “Manage Reports” permission for assigned reports for the organization.
Lastly, users can add brand new contacts or other contacts who are not Grantee Portal Users. Adding new users gives them access to the Grantee Portal and the grants them the “Manage Reports” permission for assigned reports for the organization.
At the bottom of the modal, users can decide whether to make all users selected above be Default Assigned Grantee Portal Users on the current request.
Then click Update.
Inviting Grantee Portal Users to a Report or Submission
In the Requirement Details modal, click the white "Send Invitations" button.
The default invitation text will appear. Users can modify any of the email text and the subject line. Users can also add cc and bcc email addresses to be copied on the invitation (but doing so does not grant these individuals access to the Portal).
The GivingData administrator can assign automatic reminders for each intake form.
By clicking on the “View Due Date Notification Schedule and History” link on the Requirement Details modal, users can see scheduled reminders and the date the next reminder will be sent, as well as a history of any reminders already sent.
