Available User Permissions

Each user role permission impacts a specific area or feature within GrantsConnect. It is advised to assign permissions to users based on how they are expected to use the system, keeping in mind that some permissions may provide access to sensitive information.

Note: There are two types of permissions in GrantsConnect - user permissions and workflow level permissions. This section only covers user role permissions. For more information about workflow level permissions, see the Set Up Workflows resources.

Warning: Permissions that allow the user access to data are data segmented. The data that can be viewed or downloaded will be determined by your System permissions and the workflows to which you are assigned.

Permission System - All
What areas can users access?

  • Settings

  • Program Setup > Workflows

  • Program Setup > Funding Sources

  • Program Setup > Budgets

  • Program Setup > Custom Forms

  • Program Setup > Workflow Level Automation

  • Program Setup > Invitations

  • Applications > Application View > Communications tab
What actions can users take?

  • Add, invite, and manage users in the account

  • Create new roles, manage permissions for those roles, and assign users to or remove from roles

  • Manage account branding

  • Manage integration settings, including languages and currencies

  • Customize and configure system emails

  • Customize system tags

  • Configure and manage in-kind

  • Configure document templates to be used by others in the account

  • Create workflows, assign users, and control routing

  • Add, create, update, archive, and restore funding sources

  • Create, edit, and delete budgets

  • Add funding sources to budgets

  • Create new form fields

  • Create new forms

  • Publish, preview, edit, and remove forms

  • Configure workflow automation

  • View automation history

  • Configure and manage invitations and distribution lists

Warning: It is recommended that access to the System permissions be limited to essential users only.

Permission System - Can Manager Users
What areas can users access?

  • Settings > Roles and Permissions

  • Settings > Users

  • Settings > Audiences
What actions can users take?

  • Add, invite, and manage users in the account

  • Create new roles, manage permissions for those roles, and assign users to or remove from roles

Note: Users editing roles and permissions must have this permission.

Warning: It is recommended that access to the System permissions be limited to essential users only.

Permission System - Can Manage Client Settings
What areas can users access?

  • Settings > Client Settings

  • Settings > Employee SSO Field Configuration

What actions can users take?

  • Manage account branding

  • Manage integration settings, including languages and currencies

  • Configure and map HR file column names

Warning: It is recommended that access to the System permissions be limited to essential users only.

Permission System - Can Configure Emails
What areas can users access?

  • Settings > System Emails

What actions can users take?

  • Customize and configure system emails

Warning: It is recommended that access to the System permissions be limited to essential users only.

Permission System - Can Configure Tags
What areas can users access?

  • Settings > System Tags

What actions can users take?

  • Customize system tags

Warning: It is recommended that access to the System permissions be limited to essential users only.

Permission System - Can Manage In-Kind
What areas can users access?

  • Settings > In Kind

What actions can users take?

  • Configure and manage in-kind

Warning: It is recommended that access to the System permissions be limited to essential users only.

Permission System - Can Manage Document Templates
What areas can users access?

  • Settings > Document Templates

What actions can users take?

  • Configure document templates to be used by others in the account

Warning: It is recommended that access to the System permissions be limited to essential users only.

Permission System - Can Manage Workflows
What areas can users access?

  • Program Setup > Workflows

What actions can users take?

  • Create workflows, assign users, and control routing

Warning: It is recommended that access to the System permissions be limited to essential users only.

Permission System - Can Manage Funding Sources
What areas can users access?

  • Program Setup > Funding Sources
What actions can users take?

  • Add, create, update, archive, and restore funding sources

Warning: It is recommended that access to the System permissions be limited to essential users only.

Permission System - Can Manage Budget
What areas can users access?

  • Program Setup > Budgets

What actions can users take?

  • Create, edit, and delete budgets

  • Add funding sources to budgets

Warning: It is recommended that access to the System permissions be limited to essential users only.

Permission System - Can Manage Forms
What areas can users access?

  • Program Setup > Custom Forms
What actions can users take?

  • Create new forms

  • Publish, preview, edit, and remove forms

Warning: It is recommended that access to the System permissions be limited to essential users only.

Permission System - Can Configure Workflow Automations
What areas can users access?

  • Program Setup > Workflow Level Automation
What actions can users take?

  • Configure workflow automation

  • View automation history

Warning: It is recommended that access to the System permissions be limited to essential users only.

Permission System - Can Manage Invitation Process
What areas can users access?

  • Program Setup > Invitations

What actions can users take?

  • Configure and manage invitations and distribution lists

Warning: It is recommended that access to the System permissions be limited to essential users only.

Permission System - Can Manage Organization Communications
What areas can users access?

  • Applications > Application view > Communications tab

What actions can users take?

  • Add and remove external communications to a nonprofit profile

Warning: It is recommended that access to the System permissions be limited to essential users only.

Permission Grant Applications - All
What areas can users access?

  • Applications
What actions can users take?

  • Access all applications in the Applications area

  • Access all application data in the system regardless of workflow level permissions, stage of the application process, etc.

  • Take actions on any application at any stage in its process

  • Toggle to view masked data

Permission Grant Applications - Can Create or Edit Applications
What areas can users access?

  • Applications

What actions can users take?

  • Create and edit applications

Note: Users can only do this for programs to which they have access.
Permission Grant Applications - Can View Masked Data
What areas can users access?

  • Applications

What actions can users take?

  • Toggle to view masked data

Permission Grant Applications - Can Access and Take Actions On All Applications
What areas can users access?

  • Applications
What actions can users take?

  • Access all applications in the Applications area

  • Access all application data in the system regardless of workflow level permissions, stage of the application process, etc.

  • Take actions on any application at any stage in its process

Note: For more information about this permission and the types of roles it may be used for, see the FAQ > User Permissions resource.

Permission Grant Program - All
What areas can users access?

  • Program Setup > Grant Programs

  • Program Setup > Nomination Programs
What actions can users take?

  • Create, edit, publish, and manage grant programs

Note: The Grant Program - All permission currently allows the same access as the Grant Program - Can Manage Grant Programs permission.

Permission Grant Program - Can Manage Grant Programs
What areas can users access?

  • Program Setup > Grant Programs

  • Program Setup > Nomination Programs
What actions can users take?

  • Create, edit, publish, and manage grant programs

Note: The Grant Program - All permission currently allows the same access as the Grant Program - Can Manage Grant Programs permission.

Permission Processing - All
What areas can users access?

  • Payment Processing

What actions can users take?

  • Access to the Payment Processing area, including Available Payments, Batches, Cash Payments, In-Kind Payments, and Disbursement Report

Warning: It is recommended to only grant the Processing - All permission to users who will be responsible for disbursing payments and processing. This permission allows users to take actions in a highly sensitive area of GrantsConnect which may not be appropriate for standard users.

Permission Processing - Can view disbursement report
What areas can users access?

  • Payment Processing > Disbursement Report

What actions can users take?

  • View Disbursement Report only

Permission Reporting - All
What areas can users access?

  • Reporting

What actions can users take?

  • Export all reports from Data Hub regardless of workflow

  • Create and manage reports in Ad Hoc and Data Feeds

  • Create and manage dashboards, including personal and shared dashboards

  • Access dashboard templates
Permission Reporting - Can Pull Program Summary Export
What areas can users access?

  • Reporting > Data Hub > Program Summary

What actions can users take?

  • Export Program Summary report from Data Hub
Permission Reporting - Can Pull Payment Export
What areas can users access?

  • Reporting > Data Hub > Payments

What actions can users take?

  • Export Payments report from Data Hub
Permission Reporting - Can Pull Budget Export
What areas can users access?

  • Reporting > Data Hub > Budgets

What actions can users take?

  • Export Budgets report from Data Hub
Permission Reporting - Can Pull Form Export
What areas can users access?

  • Reporting > Data Hub > Custom Forms
What actions can users take?

  • Export Custom Forms report from Data Hub
Permission Reporting - Can Pull Application Details Export
What areas can users access?

  • Reporting > Data Hub > Applications
What actions can users take?

  • Export Applications report from Data Hub
Permission Reporting - Can Pull Award Export
What areas can users access?

  • Reporting > Data Hub > Awards

What actions can users take?

  • Export Awards report from Data Hub
Permission Reporting - Can Export All Data
What areas can users access?

  • Reporting > Data Hub

What actions can users take?

  • Export all reports from Data Hub regardless of workflow

Permission Reporting - Can Manage Ad Hoc
What areas can users access?

  • Reporting > Ad Hoc and Data Feeds

What actions can users take?

  • Create and manage reports in Ad Hoc and Data Feeds
Permission Reporting - Can Manage Dashboards
What areas can users access?

  • Home > Dashboard Manager

What actions can users take?

  • Create and manage dashboards, including personal and shared dashboards

  • Access dashboard templates
Permission Insights - Can View Budgets
What areas can users access?

  • Insights > Budgets

What actions can users take?

  • View the Budget Insights Dashboard

Warning: The data shown in Insights is segmented. The data that is visible will be determined by your System permissions and the workflows to which you are assigned.

Permission Insights - Can View Funding Sources
What areas can users access?

  • Insights > Funding Sources

What actions can users take?

  • View the Funding Source Insights Dashboard

Warning: The data shown in Insights is segmented. The data that is visible will be determined by your System permissions and the workflows to which you are assigned.

Permission Insights - Can View Organizations
What areas can users access?

  • Insights > Organizations

What actions can users take?

  • View the Organization Insights Dashboard

Warning: The data shown in Insights is segmented. The data that is visible will be determined by your System permissions and the workflows to which you are assigned.

Permission Insights - Can View Programs
What areas can users access?

  • Insights > Programs

What actions can users take?

  • View the Program Insights Dashboard

Warning: The data shown in Insights is segmented. The data that is visible will be determined by your System permissions and the workflows to which you are assigned.

Permission Insights - Can View Applicants
What areas can users access?

  • Insights > Applicants

What actions can users take?

  • View the Applicant Insights Dashboard

Warning: The data shown in Insights is segmented. The data that is visible will be determined by your System permissions and the workflows to which you are assigned.

Permission Insights - Can View Awards
What areas can users access?

  • Insights > Awards

What actions can users take?

  • View the Awards Insights Dashboard

Warning: The data shown in Insights is segmented. The data that is visible will be determined by your System permissions and the workflows to which you are assigned.