Manage Your Client Account

Your organization can brand your account by selecting the color scheme, international settings, and logo to use across the Grant Manager Portal and specific locations in the Applicant Portal.

Tip: Specific permissions are required to access this functionality. For more information, see What permissions are required to access the Client Settings area?.

1. Navigate to the Grant Manager Portal by going to yourcausegrants.com or your custom client URL. Sign in using your Blackbaud ID (BBID) or Single Sign-On (SSO) credentials.

2. In the Settings > Client Settings area, take any of the following actions.

   Choose the color scheme for the portal, emails, dashboards, and more

   1. In the Colors tab, select the colors you want to use for branding and color schemes.

      
      

      1. Branding - Specify the colors to use across the product, including:

         Note: Colors are automatically checked against accessibility standards. If the color does not pass these standards, then an alternate color will be suggested.

         • Primary Color - Examples of where this will be applied include emails, buttons, and icons.

         • Secondary Color - Examples of where this will be applied include notifications, secondary action buttons, stepped processes (like program creation), Radio button fields in forms, and links.

         • Utility Color - An example of where this will be applied include the side bar (does not include the navigation itself).

         Tip: A combination of the three colors is also used for styling records in the Insights dashboards.

      2. Chart Color Scheme - Specify the color scheme to apply to dashboard charts. You can choose from shades, standard palettes, and alternate palettes.

    

   Select the languages and currencies your organization supports

   You can set your preferred languages and currencies, allowing you to better support global users.

   1. In the Internationaltab, select the languages and currencies you want to make available to applicants and Grant Managers.

      Note: A full list of languages and currencies can be found in the FAQ > International resources.

      

    

   Upload your logo

   You can upload your organization's logo, allowing you to further customize branding for the Grant Manager Portal, emails, and external forms.

   1. In the Logo tab, click on the file upload fields to find and upload your logo. A preview will be shown next to the field.

      Note: The following file types are accepted: WEBP, TIF, TIFF, SVG, BMP, GIF, JPG, JPEG, and PNG.

       

    

   Set default formats for rich text content

   You can customize the default font styling used for rich text content, allowing you to keep components like document templates and custom emails consistent.

   1. In the Rich Text tab, update the following settings:

      • Font size

      • Font family

      • Font color

      • Line height

      

    

   The formatting set will be applied when using the rich text editor for the following components:

   • Custom emails

   • Document templates

   • Content component in custom forms

   • Text area fields in custom forms

   • Program description

   • Master eligibility responses (e.g., success, failed) for Eligibility Forms

   • Email comments that support rich text

   Note: This formatting only applies to components that support rich text. It does not apply to the rest of GrantsConnect, including form previews and user interface fonts.

    

3. Save your updates.

 

Frequently asked questions (FAQs)