Assign Staff to Activity

On your Dashboard, select the “Grants and Council Activities” button.
Select a Deactivated Activity from the list.
The Activity Overview page appears.
Select the “People” tab.
Select the “Add Council Staff” link.
*Note: If you want to change the Primary Staff for the project, go to the "Setup" tab.
The Edit Council Staff page appears.
In the “Council Role” dropdown menu, there are four options available: Council Liaison, Council Finance Staff, Council Program Staff, and Additional Council Staff. One individual can fulfill multiple roles or all roles, and other staff may be added as well.
- Council Liaison - oversees the day-to-day operations of the Project; the primary contact for the Project.
- Council Finance Staff - prepares and submits invoices for reimbursement, and prepares and submits Periodic Expense Reports (if assigned.)
- Council Program Staff - prepares and submits Periodic Program Reports (if assigned.)
In the “Person” dropdown menu, choose the appropriate Council Staff that 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 the Council.
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.
Repeat this process as needed. You may choose to edit or remove any person by selecting one of the action links.