Good Grants offers a service that allows you to copy some or all configuration from one account to another.
Program cost
This service is billable per account and can be used multiple times within a 60 day period.
AUD 1800 | CAD 1620 | CHF 990 | EUR 1050 | GBP 900 | HKD 9000 | NZD 1920 | SGD 1560 | USD 1320 (+ applicable taxes)
Who should use this feature?
This service is helpful for organisations that run multiple Good Grants accounts and want to avoid rebuilding similar configurations.
Your existing setup can be copied between accounts, including:
- Action stages
- Awards
- Categories
- Chapters
- Content blocks
- Custom export templates
- Document templates
- Fields
- Forms
- Form settings
- Funds
- Grant status
- Interface text
- Languages
- Notifications
- Order payments
- Panels
- Payment methods
- Payment schedule templates
- Prices
- Roles
- Rounds
- Score sets
- Scoring criteria
- Social configuration
- Tabs
- Tags
- Terms
- Theme
- User fields
Copy account configuration
- Go to My Good Grants by visiting my.goodgrants.com or selecting your name in the top-right corner and choosing My Good Grants
- Select the ellipsis next to the account you want to copy and choose Copy configuration
- Choose the destination account
- Select the settings you want to copy, such as content blocks, roles, theming, and interface text
- Choose the season and configuration options you want to include, such as categories, tabs, and fields
- Choose whether to append "(copy)" to copied items
- Select Copy
- Wait for the confirmation message
- Review the copied configuration in the destination account
Good to know
- This is a paid service and is invoiced in your account billing currency.
- Your user must be the owner of the destination account and a grant manager in the originating account.
- A destination account may not appear if your user does not have the grant manager role.
- Adding "(copy)" helps avoid confusion with duplicate settings.
- Copying may take several minutes.
- A browser refresh may be required to see all changes.
- Some items, such as theming, may continue copying in the background.
- Some settings have dependencies. For example, if you do not copy score sets, scoring criteria, and panels will also be deselected.