Adding a Team Member
Grantseeker works best when you work as a team. Whether you have a full development staff or you're and ED working with a consultant, Grants love company!
Admins can add a new team member under Settings > Team Members (opens in a new tab).
You'll be able to pick the user's Role (Admin | Member), name and email, like so:
Unique Email Requirement
Currently, Grantseeker requires that all users have a unique email. If an email is in use with another organization, you will not be able to use that email address.
Usually, users encounter this for one of the following reasons:
| Scenario | Cause | Resolution |
|---|---|---|
| Abandoned Account | You're inviting a user-email was used for a trial account that has since been abandoned | Delete the user from the old account OR change the email on the old account. |
| Power Users | You're trying to invite a consultant / grantwriter / board member who is already using Grantseeker elsewhere | Use an alias email to satisfy the uniqueness requirement (e.g. msconsultant+youraccountname@example.org) |
| Competing Accounts | Someone else already set up an account for your organization | Call your colleagues! |
Admin Roles
Grantseeker has two roles for members of an organziation:
-
Admins - can add / edit members, change billing, delete Records
-
Members - can add / edit / delete their records; but does not have full edit capabilities like Admins
Best Practice
Make sure you have at least two (2) account admins.
People go on vacation, get sick, transition to other organizations, etc.
Life happens - and you don't want to be stranded.
Go to Settings > Team Members (opens in a new tab) and ensure you have backup.