Add Organisation Staff

The Grant Recipient Portal (Portal) enables grant recipients to add staff from their Organisation to the Portal.

This task card describes the process of adding Organisation staff as contacts to the Portal.

You will require Administrator access to add your Organisation’s staff.

Access levels for the Portal

  • Organisation Viewer – The staff member can view various screens but will not be able to add details or make any changes
  • Organisation Editor – The staff member can add details and make changes on selected available screens
  • Organisation Administrator (the highest level of access) – The staff member can add details and make changes on all available screens.

Note: the access level of No Access is to be used for staff members who do not require access to the Portal but need to be added as an Organisation contact so they can be assigned to grant agreements or grant activities.

Portal Functionality

Organisation
Administrator

Organisation
Editor

Organisation
Viewer

Update Bank Accounts
(certain information only)

Yes

No

No

Give staff access to the Portal

Yes

No

No

Create / edit staff

Yes

No

No

Edit Organisation details

Yes

No

No

Accept funding offers or variations
(if set up as a signatory)

Yes

Yes

No

Submit Reporting Obligations

Yes

Yes

No

Update personal profile

Yes

Yes

Yes

View grant information

Yes

Yes

Yes