What are the different types of users and what do they have access to?

Below are the different types of user roles and each has a different level of access.

Applicant

  • Create new applicant and organization (registration page).
  • View a list of all active processes with descriptions.
  • Apply for grants with current grant cycles.
  • See the status of grants to which the applicant has applied. (If this attribute is turned on).
  • View all forms the applicant has submitted.
  • Edit all forms in draft status.
  • Use Fax to File.
  • Edit applicant contact information (including email and password, excluding organization).

Staff Evaluator

  • View a list of all open evaluations to which the staff evaluator has been assigned.
  • Edit scores and comments of open evaluations assigned to the staff evaluator.
  • Use Fax to File.
  • Shared documents marked staff visible.
  • DO NOT have access to Guidestar from within GLM

Board Member

  • View a list of all open evaluations to which the board member has been assigned.
  • Edit scores and comments of open evaluations assigned to the board member.
  • View all staff evaluator scores and comments both in open and closed evaluations for all processes.
  • View all board member scores and comments once evaluations are closed for all processes.
  • Search grant requests using the Requests and Decisions tool for all processes.
  • View all LOIs and applications to which the board member is assigned evaluations.
  • View organization information (Including Guidestar if you have added this feature to your GLM site).
  • View project information.
  • Use Fax to File
  • Shared documents marked board visible.

Auditor

Have a view-only version of the administrator side of GLM with a few exceptions:

  • Auditors can run charity checks.
  • Auditors can edit their own profiles, but not change their role.
  • Auditors can access saved reports and they can change formulas, etc. and then export these reports.
  • Auditors can access the Support & Training link.
  • Auditors can download supporting documents and documents uploaded by reviewers, third party users, and applicants on forms.
  • Auditors can view all requests, including applicant only and admin only questions

Auditors cannot see the following pages:

  • shared documents
  • process manager
  • email templates
  • merge templates
  • email attachments

Grants Manager

The Grants Manager role is turned off by default but it can be added to your site. When it is turned on it is also set, by default, to not have the ability to approve or deny requests and to not have the ability to change applicant answers. These abilities can also be added by our CS team.

  • View all open requests on the dashboard
  • View and edit budget and payments.
  • Search Requests and Decisions.
  • View, edit, create, merge, and delete organizations.
  • View, edit, create, and deactivate users who are not administrators.
  • Login as other users who are not administrators.
  • Can access saved reports and they can change formulas, etc. and then export these reports.
  • Guidestar lookup.
  • View questions with all visibility settings, including admin only and applicant only.
  • Send emails
  • Create documents
  • Mark forms as complete or incomplete
  • Assign applications, evaluations, and follow up forms.
  • Revert a request to a previous status.
  • Access Foundant support through the Support and Training link.

Note: currently, Grants Managers can still change the status of a request from decided to undecided, even if they do not have approve/deny capabilities.

Grants Managers cannot:

  • View or edit shared documents. (This is true even if they are also evaluators)
  • View process manager or edit processes and forms
  • View email templates page or edit email templates
  • View merge templates page or edit merge templates
  • View email attachments page or edit email attachments

Please contact us at support@foundant.com to have this role added.

Administrator

  • Create and edit processes.
  • View and edit budget and payments.
  • Search Requests and Decisions.
  • View, edit, create, merge, and delete organizations.
  • View, edit, create, and deactivate users.
  • Login as other users. (This attribute can be disabled)
  • Build Reports.
  • Guidestar lookup.
  • Answer internal and admin only questions on forms.
  • Change applicant answers on forms. (This attribute can be disabled)
  • View questions with all visibility settings, including admin only and applicant only.
  • Create, edit, and send email templates, email attachments, and mail merge templates.
  • Mark forms as complete or incomplete
  • Assign applications, evaluations, and follow up forms.
  • Revert a request to a previous status.
  • Upload, edit and share Shared Documents
  • Access Foundant support through the Support and Training link.
  • Fax to File.


Role Limitations

Users can have more than one role. The limitations are:

  • If a user has the Auditor role they cannot have any other roles.
  • If a user has the Grants Manager role, they cannot have an Applicant role or a standard Administrator role. They can be a Staff Evaluator or Board Member.

If you have any questions about role capabilities or would like to edit your role names please contact us at support@foundant.com

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