Manage team members

How it works

Add, remove, and set permissions for your team. 

Why it matters

• Collaborate with ease: Work with your team to manage grant cycles, review applications, and stay aligned in your giving.
• Manage access and permissions: Easily add or remove users as your team changes and update permission settings per user.
• Maintain security: Control who can view and edit your account information.

Manage users

1. Click the profile icon in the top right corner, select Funder profile & settings from the dropdown, and click the Users tab.
2. To add a user, click the Add users button and complete the required fields. The invited user will receive an email with instructions on how to set up their account. Once their account is set up, they will have access to your Funder account.
3. To remove a user, click the X in the Actions column next to their name. Once removed, the user will no longer have access to your Funder account.    
4. Use the checkboxes in the Users tab to manage permissions for each user. Permissions include:

• Manage Grants: Create, edit, and publish grant cycles. Required to access the Grants workspace.
• Mark Funding: Mark grant recommendations and declinations, send award and declination emails, and act as a Score Manager for application review.
• Manage Profile: View and edit the Funder profile.
• Manage Users: Add, remove, and manage permissions for other users in the Funder account.
• Dashboard: Access the submissions and funding tables in Dashboard. 

FAQs

• Who can manage users? Any user with the Manage Users permission.
• What happens when a user is removed? Removed users lose access to the Funder account immediately.

Tips 

• As a security best practice, review user access regularly and ensure your team members have the correct permissions. Update access during staff transitions and remove consultants or temporary collaborators when their work is complete.

Related articles

• Set up your Funder profile
• Set up a grant cycle