Grants account management handover

If you’re transferring ownership of your program, follow these steps to prepare your new administrator.

Add the new manager

• Add your colleague as a grant manager
• Ensure they have the correct permissions to manage the program

For instructions, see My colleague requires manager access. Can I add them?

Review key configuration areas

Walk the new manager through the core setup:

• Utilising forms
• Form editor
• Category configuration
• Tab configuration
• Field configuration
• Round configuration

Share support resources

• Direct them to the Good Grants Help Centre
• Show them how to contact support when needed

Transfer account ownership (optional)

If required, transfer account ownership to the new manager. This ensures they receive billing and renewal communications. For instructions, see Account owner overview.

Good to know

• Manager access is required before handing over responsibilities.
• A walkthrough of configuration helps ensure a smooth transition.
• Account ownership controls billing and subscription management.