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Home User/Organization Management User/Organization Management Request Summary Overview When an LOI or Application is started in the system, a Request is created. The Re User Roles Defined Below are the different types of user roles and each has a different level of acc Adding 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 move a request to a different organization? Go to the applicant’s user summary page (clicking on the applicant’s name will ge 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 a user? Users in Foundant GLM have two statuses, Active or Inactive. When a new user is a Re-activating a User To Reactivate a Deactivated user, follow the steps below: From the dashboard clic 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, decision information and decision statuses, Approved and Denied, are Editing 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 Setting/Updating 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 How do I run a GuideStar Charity Check? You may run a GuideStar Charity Check by clicking on Search from the top navigati User Summary The User Summary is created when a user starts their first request in your syste