Settings Menu
The Settings menu is where you configure any user or account related information. If you are the account owner, you should head here early on and get setup nicely! Here's the link to the Settings Menu (opens in a new tab).
You can find it at the top right of the page - just click on your avatar (which might just be your initials if you haven't set up a smiley picture). Like so:
User Settings
Under "User Settings", you'll find:
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User Profile (opens in a new tab)
Update your Profile name and Photo (photos encouraged!) -
Account Settings (opens in a new tab)
Change your email and password; and delete an orgazniation (if you are the owner)
Plus two Premium / Prospecting features (you'll need a paid plan (opens in a new tab)):
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Calendar Integration (opens in a new tab)
Integrate Grantseeker with any work calendar to stay on top of your deadlines -
Email Notifications (opens in a new tab)
Tailor email notifications for Grants / Reports / Tasks etc. so you never miss a beat!
Org Settings
Account owners / admins will have the ability to manage their org's details here. You'll find:
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Organizational Details (opens in a new tab)
Update your corporate EIN, name, and address -- and don't forget a nice logo! :) -
Subscription and Billing (opens in a new tab)
Manage your subscription, referral credits, billing information (incl. credit card), and past invoices. -
Team Members (opens in a new tab)
Invite new users, manage their permissions, and remove them when they leave.
Each user on Grantseeker must have a unique email. If an email is already in use on Grantseeker you will not be able to invite a new user with the same email. This tends to happen when a user has an old trial account or for our consultant clients. See inviting teammates to learn more.
Data Management
At the bottom of the Settings menu, you'll find the Data Management section where you can do the following:
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Bulk Import Records (opens in a new tab)
Upload CSV data of Funders or Grants/Requests data to save yourself the manual entry -
Custom Fields (opens in a new tab)
Add custom fields to Funder or Grants to more closely manage your workflow -
Data Export History (opens in a new tab)
List of your prior data exports for both audit and re-use (you can re-download from here) -
Data Export History (opens in a new tab)
If you choose to 'hide' certain prospects to remove them from consideration, they appear here