Set Custom Grants Manager Permissions

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Written by Brita Whisler

Last published at: October 11th, 2019

The Custom Grants Manager Permissions feature allows administrators to edit the permissions of each grants manager in the site. You may edit the default permissions for all grants managers, or for an individual grants manager.

This is an Advanced license feature. Please reach out to your CSM if you'd like to discuss license options.

Edit Default Grants Manager Permissions

  1. Click Search in the upper navigation bar, then select Users. 
  2. Click the Pencil Icon next to grants manager in the list of roles. 
    • If you've renamed this role in your site, the Pencil Icon will be next to the role that corresponds to the grants manager role.
  3. In the list of available permissions, click the Off/On toggles to turn each permission off or on for the grants manager role in your site. 
  4. The system auto saves your selections, so you can navigate away from this page when you're done. 


The permissions you set will be the default permissions for any users with the role of grants manager in your site. Any permissions set for an individual grants manager will override these defaults.


Edit Individual Grants Manager Permissions 

  1. Click Search in the upper navigation bar, then select Users
  2. Type the name of the grants manager you'd like to locate, then click Search. 
  3. Click the Pencil Icon next to the user's name in the search results. 
  4. Click the Pencil Icon next to grants manager in the Roles section of this user’s profile. 
    • If you’ve renamed this role in your site, the Pencil Icon will be next to the role that corresponds to the grants manager role. 
  5. In the list of available permissions, click the Off/On toggles to turn each permission off or on for the grants manager role in your site. 
    • You will also see a reminder for what the default is for each setting, i.e. “Default (On).”
  6. The system auto saves your selections, so you can navigate away from this page when you’re done. 


The permissions you set for this user will override the default permissions for the grants manager role in your site. Repeat these steps if you’d like to customize permission for other individual grants managers.