GivingData offers the ability to decide which contacts associated with an organization can access that organization’s Grantee Portal. Users can also decide which elements of the Grantee Portal organization contacts can see and edit.
View Grantee Portal Users' Portal Permissions
To determine which contacts have access to the Grantee Portal, navigate to the Contacts tab for that organization.
On the contacts tab, the user will see a list of contacts associated with that organization or request. Any contact that has a small blue icon present has access to the Grantee Portal for at least one organization.
No blue icon means that contact does not have any Grantee Portal privileges.
To see details about the contact’s Grantee Portal access, open the contact record and navigate to their “Portal Account” tab. Users will see every organization the person is associated with in GivingData and their Portal permissions for each organization.
The permissions are:
- Access Organization in Grantee Portal – The contact can log in to the Grantee Portal for that organization.
- Manage Organization Bank Accounts – The contact can access the Bank Accounts tab on the Organization Details page in the Grantee Portal.
- Manage Applications – The contact can see, edit, and submit application forms for pending requests assigned to that organization.
- Manage Reports – The contact can view, edit, and submit reports assigned to approved requests.
- Manage Submissions – The contact can view, edit, and submit submission forms associated with approved requests.
- Manage Active Grant Intake Forms – The contact can view, edit, and submit active grant intake forms for approved requests.
- Manage Organization Intake Forms – The contact can view, edit, and submit organization intake forms.
On the Portal Account tab of a contact record, users can send a Portal registration email, see whether the contact has registered for the Portal, and view and edit the contact’s Portal username.
Manage Grantee Portal Permissions
To grant a permission to a Portal User, on the contact’s Portal Account tab, click the green circular icon (or the space where the green icon should be).
In the modal that opens, edit the user’s permissions for the relevant organization.
Users must have the Manage Grantee Portal Users and Roles permission enabled in order to perform these functions.