Create New Roles

You can create roles for Grant Manager users in the Settings > Roles and Permissions area. This allows you to customize what features your users can access. Roles can be updated at any time. However, they cannot be deleted.

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

2. After signing in, select Settings in the side navigation and then Roles and Permissions.

3. Select the Create role button.

4. In Create Role, configure the role's settings.

   1. Provide a name for the role.

   2. Enter a brief description.

   3. Specify the permissions to assign to the new role. To allow a permission, select the check mark next to it in the All Permissions areas. Ensure you review the permissions for all categories in the dropdown, including System, Grant Program, Grant Application, Reporting, Processing, Insights, and GDPR.

      Note: Permissions automatically move to the Allowed or Denied areas based on your selection. To remove a permission, select Reset.

5. Select Save to create the new role.

After creating the role, return to the Settings > Roles and Permissions areas to assign users.