My colleague requires manager access. Can I add them?

 

As a program manager, you can give manager access to as many users as you like in Good Grants.

Create a manager account

  1. In the Manage workspace, go to Users
  2. Click New user
  3. Add the person's name, email address, and a password consisting of 12 or more characters
  4. Under 'Account roles', select Grant manager
  5. Click Save

The user can change their password after logging in by selecting their name in the top right corner and opening Profile.

Make an existing user a manager

  1. In the Manage workspace, go to Users
  2. Click on the user
  3. Under 'Account roles', select Grant manager
  4. Click Save

Invite managers

  1. In the Manage workspace, go to Users
  2. Click Invite users
  3. Provide the email address(es) of the user(s) you'd like to invite
  4. Under 'Account roles', select Grant manager
  5. Add a message if required
  6. Click Send invite

For more information on inviting managers, see Adding new users.

Good to know

  • Managers can be added at any time.
  • Existing users can be promoted to manager without re-inviting them.
  • Manager roles can be assigned in bulk.
  • Passwords must be at least 12 characters.
  • Only account owners can manage billing and subscriptions.
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