Set Up Grantseeker Access

Configure security access such as profiles, permissions, sharing settings, and more.

• Assign Profiles
  Learn about the available Grants Management profiles and their default access to the grants portal.
• GM Set Funding Program Visibility
  Configure who can access the funding programs.
• GM Give Grantseekers Access to Apply to Funding Programs
  Set up permissions to define how your users access the grants portal.
• GM Give Grantseekers Access to Submit Applications
  Set up sharing sets to define how your users access the grants portal.
• Allow Grantseekers to See Funding Requests and Requirements
  If you used the Grants Management and Build Community installer, you already have a sharing set that gives external users, such as a grantseekers, Read access to the Funding Request and Requirement objects based on the user’s Account or Contact.
• Enable Funding Request Collaboration
  Prepare Salesforce and your grants portal for applicants to collaborate on Funding Requests.