Grantee Assign Staff
- Christine Joyal
Grantees - Assigning Staff to a Grant
Each grant must have roles for the organization personnel
Grantee staff can see only grants and periodic reports for projects to which they have been assigned roles. Grantee Administrators can see all projects.
On your dashboard, select the “Projects” module.
Select a grant with Grantee Edit status.
Select the “People” tab.
Select the “add organization personnel” link.
The Edit Organization Personnel page appears.
In the “Organization Role” dropdown menu, it is required that individuals are assigned to three key roles: Project Director, Financial Officer and Organization Director. One individual can fulfill multiple roles or all roles, and other staff may be added as well.
Project Director - the individual responsible for overseeing the day-to-day operations of the project; 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 (if assigned).
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 the person selected in the previous step will receive:
General - includes general e-mails about project status.
Budget Reports - includes notification whenever a budget 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.
You can also choose to edit or remove any person by selecting one of the action links.
