Create and Manage Audiences

An audience is a group of users (internal and external) who can receive reports sent from GrantsConnect.

Before you start...

You must have either the System - Can Manage Users or System - All permission to create audiences and manage users.

Create new audiences

  1. Navigate to the Settings > Audiences area.

  2. Select the Create new audience button.

  3. In the Audience screen, provide the following information.

    Create new audience

    1. Provide a name for the audience.

    2. Optional - Include a brief description.

    3. Add recipients using any of the following methods.

      • Select existing Grant Managers from the Add additional audience members dropdown.

      • Enable Add all users to include all Grant Managers.

      • Search by name or email for specific users.

      • Select the Add external user button to add users who don't have a GrantsConnect account.

  4. Save all changes.

Manage audiences

  1. Navigate to the Settings > Audiences area.

  2. Select the ellipsis icon next to the audience and then Edit.

    Edit audience settings

  3. Make any edits in the Audience screen.

  4. Save all changes.

Warning: Deleting an audience prevent it from being used for scheduled or manually sent reports. This action cannot be undone.

  1. Navigate to the Settings > Audiences area.

  2. Select the ellipsis icon next to the audience and then Delete.

    Delete an audience

  3. Confirm the action to delete the audience from the system.

How to use audiences

Audiences can be used for several features, including:

Frequently asked questions (FAQs)

Audiences allow you to specify users that will receive Ad Hoc reports or payment export files for Accounts Payable (AP) integration. Distribution lists allow you to create a designated group of users who will be sent email invitations to apply for programs.

Note: For more information about distribution lists, see the Invitations resources.