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
- In the Manage workspace go to Users
- Click Advanced in the search bar to apply any filters (such as a role)
- Increase the list view per page if you want to see more users
- Select your user(s):
- Select individual users, or
- Click the checkbox next to the cog icon to select all
- Open the Action drop-down
- Click Assign role
- Choose the desired role from the drop-down
- Click Assign role to confirm
Individually
- From the Manage workspace go to Users
- Find the user and click their name
- Under 'Account roles', select the role(s) you want to add
- Click Save
Remove a role
In bulk
- In the Manage workspace go to Users
- Click Advanced in the search bar and apply any filters (such as a role)
- Increase the list view per page if needed
- Select users:
- Select individual users, or
- Click the checkbox next to the cog icon to select all
- Open the Action drop-down
- Click Remove role
- Choose the role to remove from the drop-down
- Click Remove role to confirm
Individually
- From the Manage workspace go to Users
- Find the user and click their name
- Under 'Account roles', select the role(s) you want to remove
- Click Save