Edit Organization Preferences

Select the "Administration" module on the Dashboard.

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On the next page, select the Preferences Module.

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Edit Council Preferences

Things you can edit:

Project Defaults: Project Numbers, Grant Reporting Defaults, Activity Reporting Defaults, Program Report Narrative Defaults, Allow Grantees to Add Items to Periodic Reports

• Terminology: Work Plan Terminology and Goals and Objectives Terminology

• Access: Council Staff Access, Council Member Access, and Grantee Access for Funding Org Comments

• Email Templates: Application Email Templates and Report Due Email Templates

• Letters of Interest: Email Templates for LOI

• Sharing Council Activities: Set access for Cross Council Searches for information.

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• There is another feature that has been added that lets Funding Administrators Customize Display Names

  • If you are an Administrator on your account, you can change what is listed on the Custom Display Name which will show up in the Peoples Tab under your Project

    • Customize Access Level Display Names

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    • Customize Project Role Display Names

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Finish editing all your preferences and be sure to click on Save or Cancel changes.

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