Available User Permissions

Grants full access to all system-level features. This permission controls your access to the following areas:

• Settings - This includes all areas.

• Program Setup - This includes all areas except for Grant Programs and Nomination Programs.

• Applications - This only includes the Communications tab in the Application View.

Grants access to:

• Settings > Audiences

• Settings > Roles and Permissions

• Settings > Users

Users can:

• Add, invite, and manage users and audiences

• Create and manage roles and permissions

• Assign or remove users from roles and audiences

Grants access to:

• Settings > Client Settings

• Settings > Employee SSO Field Configuration

Users can:

• Manage branding, including logo and color scheme

• Configure languages and currencies

• Map HR file column names to Employee SSO fields

Grants access to:

• Settings > System Emails

Users can:

• Customize and configure system email templates

Grants access to:

• Settings > System Tags

Users can:

• Create and manage system tags

Grants access to:

• Settings > In Kind

Users can:

• Create and manage in-kind categories and items

Grants access to:

• Settings > Document Templates

Users can:

• Create and manage document templates used in merge emails and application attachments

Grants access to:

• Program Setup > Workflows

Users can:

• Create and manage workflows

• Assign users and configure routing

Grants access to:

• Program Setup > Funding Sources

Users can:

• Create and manage funding sources

Grants access to:

• Program Setup > Budgets

Users can:

• Create and manage budgets

• Add funding sources to budgets

Grants access to:

• Program Setup > Custom Forms

Users can:

• Create and manage custom forms, form fields, and custom data tables

Grants access to:

• Program Setup > Workflow Level Automation

Users can:

• Set up automation for routing new applications or specific workflow levels

Grants access to:

• Program Setup > Invitations

Users can:

• Send invitations to applicants

• Manage distribution lists

Grants access to:

• Communications tab in Applications > Application View

Users can:

• Add and remove external communications for nonprofit profiles

Grants access to:

• Applications

• Nominations (if applicable)

Users can:

• View and take action on all applications in the Applications area, regardless of worklevel permissions

• View masked applicant data

Grants access to:

• Applications

• Nominations (if applicable)

Users can:

• Create and edit applications

  Note: This can only be done for programs you have access to based on workflow level permissions.

Grants access to:

• Applications

• Nominations (if applicable)

Users can:

• View masked applicant data

   

Grants access to:

• Applications

• Nominations (if applicable)

Users can:

• View and take action on all applications in the Applications area, regardless of worklevel permissions

  Note: In Application View, only actions available in the assigned workflow level can be taken.

• View only those applications in their assigned workflow levels in My Workspace

Grants access to:

• Program Setup > Grant Programs

• Program Setup > Nomination Programs (if applicable)

Users can:

• Create and manage grant programs and nomination programs (if applicable)

Tip: Grant Program - All allows the same access as Grant Program - Can Manage Grant Programs.

Grants access to:

• Program Setup > Grant Programs

• Program Setup > Nomination Programs (if applicable)

Users can:

• Create and manage grant programs and nomination programs (if applicable)

Tip: Grant Program - All allows the same access as Grant Program - Can Manage Grant Programs.

Grants access to:

• Payment Processing

Users can:

• View and manage payments and batches

• View the Disbursement Report

Warning: This permission grants access to a highly sensitive area of GrantsConnect. It's recommended to only assign it to users responsible for disbursing payments and processing batches.

Grants access to:

• Payment Processing > Disbursement Report

Users can:

• View the Disbursement Report

Grants access to:

• Reporting

Users can:

• Create and manage Ad Hoc reports and data feeds

• Create and manage dashboards (personal and shared)

• Export all Data Hub reports

   

Grants access to:

• Reporting > Data Hub > Program Summary

Users can:

• Export Program Summary report from the Data Hub area

   

Grants access to:

• Reporting > Data Hub > Payments

Users can:

• Export Payments report from the Data Hub area
  

Grants access to:

• Reporting > Data Hub > Budgets

Users can:

• Export Budgets report from the Data Hub area

Grants access to:

• Reporting > Data Hub > Custom Forms

Users can:

• Export Custom Forms report from the Data Hub area

Grants access to:

• Reporting > Data Hub > Applications

Users can:

• Export Applications report from the Data Hub area

Grants access to:

• Reporting > Data Hub > Awards

Users can:

• Export Awards report from the Data Hub area

Grants access to:

• Reporting > Data Hub

Users can:

• Export all Data Hub reports

Grants access to:

• Reporting > Ad Hoc and Data Feeds

Users can:

• Create and manage Ad Hoc reports and data feeds

Grants access to:

• Home > Dashboard Manager

Users can:

• Create and manage dashboards (personal and shared)

Grants access to:

• Insights > Budgets

Users can:

• View the Budget Insights Dashboard

Grants access to:

• Insights > Funding Sources

Users can:

• View the Funding Source Insights Dashboard

Grants access to:

• Insights > Organizations

Users can:

• View the Organization Insights Dashboard

Grants access to:

• Insights > Programs

Users can:

• View the Program Insights Dashboard

Grants access to:

• Insights > Applicants

Users can:

• View the Applicant Insights Dashboard

Grants access to:

• Insights > Awards

Users can:

• View the Award Insights Dashboard

Grants access to:

• Settings > Request to be Forgotten

Users can:

• Delete an applicant's applications and personal data upon request per General Data Protection Regulation (GDPR)

Tip: GDPR - All allows the same access as GDPR - Fulfill Requests to be Forgotten.

Grants access to:

• Settings > Request to be Forgotten

Users can:

• Delete an applicant's applications and personal data upon request per General Data Protection Regulation (GDPR)

Tip: GDPR - All allows the same access as GDPR - Fulfill Requests to be Forgotten.