Create New Roles

GrantsConnect does not currently come with pre-defined roles out-of-the-box. Grant Managers are expected to create roles in the system that best reflect the way in which the organization operates.

1. Navigate to the Settings > Roles and Permissions area.

2. Select the Create Role button.

3. Specify the role name.

4. Provide a description of the new role.

5. Specify the permissions to attribute to the new role by selecting the check mark next to the permission in the All Permissions section. If applicable, select the permissions to grant for the following areas:

   • System

   • Grant Program

   • Grant Applications

   • Reporting

   • Processing

   • Insights

   Tip: The x icon next to the permission can be selected if it needs to be explicitly disallowed.

   Note: Permissions that are assigned to a role will appear in the Allowed section. Any permissions that have been disallowed (i.e., selected the x icon) for the role will appear in the Denied section.

6. Save all changes to add the role to the system.

Note: Roles can be edited as needed. However, they cannot be deleted from the system.