New Contacts that Submit an Unsolicited Application are Automatically Added as a Contact with "Manage Assigned" Permissions
With this improvement, released in version 5.0.8, new contacts do not need to assign themselves to a mapped contact role in the application. Now, once a new contact submits an unsolicited application, that contact is automatically added as an organization contact and given "manage assigned" grantee portal permissions. With the "manage assigned" permission, contacts can view, edit, and submit applications that are assigned to them.
1. A new GivingData contact creates an account to access an unsolicited application.
2. The new contact starts a new unsolicited application.
3. The new contact submits the application.
4. After the application is submitted, foundation staff imports the application.
5. After importing the application, the new contact is automatically assigned to the organization and given the "manage assigned" permission for applications. With the "manage assigned" permission, contacts can view, edit, and submit applications that are assigned to them.
For more information about grantee portal permissions, see this article https://knowledgebase.givingdata.com/managing-portal-permissions-for-grantee-portal-users