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Organization Access to Grants

Grants Management

Written by April Lockett

Updated at September 18th, 2023

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Grant access can be controlled on a grant-by-grant basis using the Accessing Organizations field as explained in the section above. Mass changes to grant access are better managed through the Grant Access form.

Navigation

The Grant Access screen can be found by going to the Home workspace, Setup Data Management menu group, expanding the Setup Data Management option and selecting Grant Access.

 

Giving an Organization Access to Existing Grants

  • Select the Security Organization the user wants to manage the access for. The form will default to the organization the user is currently logged into.
  • If necessary, filter which grant records appear using the Grant open text field.
  • Check or uncheck the Active box next to the grant to give or remove access for the selected Security Organization.
  • Save your changes using the Save button at the bottom of the form.
grant access grants organization access to grants

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