Edit Workflows

  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 Program Setup in the side navigation and then Workflows.

  3. In Workflows, select the ellipsis icon next to the workflow and then Edit workflow.

    Select Edit workflow to edit the structure, permissions, assigned users, and routes of the workflow.

    Tip: When editing, you can update the workflow's structure, assigned users, and more.