Assign or remove user roles

 

When managing your program, you may need to add or remove roles for existing users.

For example:

  • Give last season’s reviewers an applicant role so they can create applications.
  • Remove the voter role so users are applicants only.

In Good Grants, you can update roles for up to 100 users at once.

Assign a role

In bulk

  1. In the Manage workspace go to Users
  2. Click Advanced in the search bar to apply any filters (such as a role)
  3. Increase the list view per page if you want to see more users
  4. Select your user(s):
    • Select individual users, or
    • Click the checkbox next to the cog icon to select all
  5. Open the Action drop-down
  6. Click Assign role
  7. Choose the desired role from the drop-down
  8. Click Assign role to confirm

Individually

  1. From the Manage workspace go to Users
  2. Find the user and click their name
  3. Under 'Account roles', select the role(s) you want to add
  4. Click Save

Remove a role

In bulk

  1. In the Manage workspace go to Users
  2. Click Advanced in the search bar and apply any filters (such as a role)
  3. Increase the list view per page if needed
  4. Select users:
    • Select individual users, or
    • Click the checkbox next to the cog icon to select all
  5. Open the Action drop-down
  6. Click Remove role
  7. Choose the role to remove from the drop-down
  8. Click Remove role to confirm

Individually

  1. From the Manage workspace go to Users
  2. Find the user and click their name
  3. Under 'Account roles', select the role(s) you want to remove
  4. Click Save
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