Editing Account Information

Only Grantee Administrators can update account information and add accounts (See Add Users). When someone has created their own account and asked to join your Organization, you will then see their join request on the Task Bar. As Grantee Administrator, you can then approve or deny their Join Request by changing their authorized status.

1. On the main dashboard, select the “Organization Administration” button.

2. Select the “Organization Accounts” button.

   The Accounts page appears showing currently active Organization Users.

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3. Select the “Inactive” checkbox if you want to include Inactive Staff in the list.

   *Note: The names of Users that were inactive at the time that DD Suite 5.0 was launched will appear in gray font and will not be editable. The names of Users that became inactive after the launch will appear in underlined blue font and will be editable.

4. From the “Access Level” dropdown menu you can select the Access Level of the User Account you are searching for (Grantee Admin or Grantee Staff.)

5. In the “Search (like)” field, you can type a keyword to search. You no longer have to use the wild card % to search. *Hint: If you don’t know the exact name, you can type in a short word or use the “%” character as a wild card to search for individual words. For example:

   • Pat or %Pat% will search for any account names with words that contain “pat” (i.e. Pat Smith and Brian Fitzpatrick)

   • Pat or Pat% will search for all account names that start with “Pat” (i.e. Pat Smith and Brian Patterson)

   • Donald or %Donald will search for account names that end with “donald” (i.e. Donald Smith and Troy McDonald)

6. In the “Sort by” dropdown menu, you can sort the list either alphabetically by last name or chronologically by last login to DD Suite.

7. Once you have completed setting the search criteria, select the “Apply filters” button to narrow the number of listed User Accounts.

8. To edit a User’s account, click on the user from the “Name” column.

9. Update the User Account information fields as necessary.

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   • Active - Authorized Organization Users will be labeled as Active. If a User is no longer a member of your Organization, you should inactivate that person.

   • Access Level - Use this feature to manage the level of a User’s Access.

     • Grantee Staff- can only access data pertaining to his/her NOFAs and grants

     • Grantee Administrator- can access all data for the Organization.

   • Authorized - Manage the authorization status of the User Account.

     • Pending- the User has requested to Join your Organization and is awaiting your approval/denial.

     • Authorized- the User is approved as a Member of the Organization.

     • Denied- the User has been denied Member Access to the Organization.

10. Select the “Save” button to save any changes.

11. To compose a message using your default e-mail program, select the user email address link under the “Email” column.

    *Note: If you wish to change your own e-mail address, edit your current account (click "My Account" in the page header). Do not create a new account.