*Note: This section must be completed before the application can be submitted. Most Funding Organizations will require that the three roles of Project Director, Organizational Director, and Financial Officer are assigned to people in your organization. The system will allow you to submit an application with only one of these roles fulfilled, but we recommend that you assign all three.
Access
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Rules
For Grantee Staff to access your reports and grants on DD Suite, they must be added to this People tab. Grantee Administrators can access all of the information.
In order to be selected for a role, personnel must have a verified account, and must be accepted in your organization.New Feature: Limit Staff Access allows Grantee Organizations to limit staff from seeing either the Budget information or the Work Plan information. The new field is called Access Limits and will be seen only by organizations who use the feature. If the feature is used, then only Administrators will be able to Add, Edit and Remove personnel. Read Limit Grantee Staff Access to learn moreOrganization.
Adding, Editing and Removing people
On your Dashboard, select the “Applications” button.
Select the “Project Title” link of the application you would like to edit.
Select the “People” tab button.
A list of People who are assigned appears. Either select edit for an existing person, or click on "add organization personnel" to add or change a person's details.
The Edit Personnel Assignment page appears.
In the “Organization Role” dropdown menu, most funders require all three key roles: Project Director, Financial Officer, and Organization Director. One individual can be assigned to multiple roles. Additional roles are available.
Project Director - the individual responsible for overseeing the day-to-day operations of the project, i.e. the primary contact for the project.
Financial Officer - the individual responsible for preparing and submitting invoices for reimbursement, and preparing and submitting Periodic Expense Reports.
Organization Director - the individual with signatory authority on behalf of the organization, or a person with authority to sign legal documents on behalf of the Organization.
In the “Person” dropdown menu, choose the individual from the Organization who will be fulfilling the selected role.
*Note: In order for an individual to appear on this list, he/she must have an active user account on DD Suite and be a member of your Organization.
In the dropdown menus under the “Email Preferences” subtitle, choose the e-mail types that he/she will receive.
General - includes general e-mails about project status.
Budget Reports - includes notification whenever an Expense Report is submitted, modified, or accepted.
Programmatic Reports - includes notification whenever a Programmatic Report is Submitted, Modified, or Accepted.
Select the “Save” button to save your progress.
Your changes can be seen on the People list tab.