Learn about how to manage Organization Intake Forms in the Grantee Portal.
Organization intake forms allow grantees to update their organization’s information stored in Giving Data via unsolicited Grantee Portal forms. For example, if an organization’s address changes, they can submit an Organization intake form to add that new information to their Organization record in GivingData. Foundation users review the intake form data and approve any changes or updates to the organization’s data in GivingData.
Creating and Configuring Organization Intake Forms (by Admin)
There are no reminders or invitation email options for this feature as this is an unsolicited form.
To create and configure an Organization intake form:
- Open settings and navigate to the Grantee Portal.
- Scroll down and click “Add New Intake Form” and then select “Organization Intake Form” from the dropdown.
- The setup of this form is similar to setting up any other intake form (see fields in image below).
- GivingData users can be added as followers for this type of intake form. When someone is designated as a follower on this form, they will be notified when a Grantee Portal User submits one of these forms.
Managing and Using Organization Intake Forms
Grantee Portal Users cannot be invited to fill out this type of intake form. Instead, they fill out an unsolicited Organization intake form in the portal.
Only Grantee Portal Users with the “Manage all applications” permission have access to these intake forms.
GivingData users need the following permission for their assigned role to manage Organization intake forms:
Settings > Users > Roles and Permissions > Edit [relevant role] > General Permissions > Organizations > Check “Allow” for Manage Organization Intake Entries