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Home User/Organization Management User/Organization Management Request Summary Request Summary The purpose of this tutorial is to provide context for how all of User Roles Defined Below are the different types of user roles and each has a different level of acc How do I add a new user to the system? Click Search in the navigation menu at the top of the page, and then select User How do I update a user's profile information? Click Search in the navigation menu at the top of the page, and then select User How do I merge duplicate organizations? Click on Search in the navigation menu at the top of the page, and then select O How do I assign an application to a different user? Make sure the request and the applicant that you want to assign the request to ar How do I move an Applicant to a different organization? Create the new organization if it does not already exist. You can create a new or How do I deactivate (or re-activate) a user? Users in Foundant GLM have two statuses, Active or Inactive. When a new user is a How do I log in (proxy in) as another user? Administrators have the ability to log in (proxy in) as any user in the system vi How do Applicants check the status of their grant requests? By default the current status of a request is hidden from applicants. However, we How do I edit User Role names User Role names in the system can be changed. By default the user roles are: Admi How do I upload a document to an organization summary? Click on Search in the navigation menu at the top of the page, and then select O How do I upload a supporting document to a request? Access the Request Summary , by clicking on the Project Name . (You can use the R How do I set (or update) an organization's primary contact? By default the primary contact will be set as the individual that was entered on Managing duplicate contacts Even though your site will not allow an individual to create a duplicate contact What is GuideStar and how do I run a Charity Check? GuideStar Exchange The GuideStar Exchange Program is an online database (unaffili Why am I being logged out of the system? A major reason you may get logged out of the system is because the system has tim