Process-User Assignment Overview

Written by Reina Gallion

Last published at: March 15th, 2021

The Grants Manager Assignment feature allows administrators to assign users with the grants manager role to a process(es) and/or specific requests. Please note that this is an Advanced license feature. Reach out to your CSM with any questions regarding your license and included features.

To use this feature, you must also have the grants manager role turned on in your site. Please contact support at support@foundant.com to have the role enabled.


Assign a Grants Manager to a Process

  1. To assign a grants manager to an entire process, go to the Process Manager page and click the name of the process. 
  2. Click Assign Users in the upper right corner of the screen.
  3. This will show you a list of all grants managers in your site. Select the grants managers that should have access to this process, and deselect any grants managers who should not have access to this process.
    • By default, all grants managers will have access to view all processes until they are unassigned from particular processes.
  4. Once your selections are complete, click Save Assignments.
  5. Repeat these steps for as many processes as needed. 


In a new copy of a process, all grants managers are selected by default.  

After copying a process, be sure to modify the grants managers assigned to the process if needed.


Assign a Grants Manager to a Specific Request

  1. To assign a grants manager to a specific request, first navigate to the Request Summary of the request by clicking the Project Name.
  2. Click Assign Users in the upper right corner of the screen.  
  3. This will show you a list of all grants managers in your site. Select the grants managers that should have access to this request, and deselect any grants managers who should not have access to this request.
  4. Once your selections are complete, click Save Assignments.
  5. Repeat these steps for as many requests as needed.


There are a few places where grants managers can see requests that they are not assigned to:

  • On the User Summary for a particular user, grants managers will see all of that user's requests, including those that they're not assigned to. However, they cannot navigate into a request if it's not assigned to them.
    • For this reason, be careful about using process-user assignments to provide privacy on your site. 
  • Grants managers who are also evaluators will be able to see requests they are specifically assigned to review, even if they have not been assigned to the request.
  • Grants managers who have access to the reporting tool can see data from requests that they're not assigned to.

 

Filtered or Restricted View

You can decide if you'd like grants managers to only be able to view the requests they have been assigned (Restricted view), or if they can filter between their assigned requests and all requests in the system (Filtered view). 

This is a site wide setting that will affect all grants managers in your system. Contact the Support team at support@foundant.com to adjust this setting in your site.

If you choose the Filtered view, grants managers will see the option to view their requests or all requests at the top of their dashboard.