Settings

Use Settings to configure system behavior, user experience, and operational defaults across Grantmaking. Select a settings area below based on the task you need to complete.

• Start with General to manage organization-wide defaults, and use Preferences to control user-facing behavior and display options.

• For organization-level setup, use Watchlists to monitor key records and Tax status lookup to validate tax information during review workflows.

• Open Dashboards to manage dashboard layouts, parts, and visibility for users and roles.

• Use Document template manager to create and maintain templates, and follow Unblock and download a file when you need to safely download generated files.

• Go to Reviews to configure reviewer workflows, review assignments, and related settings.

• Use Applications to manage application-facing settings and form behavior.

• In Blueprint, define data structure and form components with Custom fields, Fields library, and Forms library.

• Use Financials to manage accounting-related configuration, including bank account setup and maintenance.

• Use Requirements to control defaults and tracking behavior used in post-award and compliance workflows.

• Use Default report settings to define report defaults so teams can generate consistent output across shared reporting workflows.