This guide is for you if

Use this guide only if you create or support district and foundation areas across GrantsPost.

Before you begin

Have the organization name, type, code, public contact information, and first administrator ready.

How to use it

Complete the tasks in order. Open a task to see the instructions. Select any screenshot to enlarge it.

Important: Stop if the district or foundation name is wrong.

Understand the two timelines

A Grant Cycle can close while its awarded projects continue. Projects and reports remain available until Project closeout.

Grant Cycle

One application opportunity, including its application dates, review, and award decisions.

Project Period

The dates when an awarded project is expected to begin and end. It may continue after the Grant Cycle closes.

Reporting Schedule

The progress and final reports required for an awarded project, with their due dates.

Project closeout

The final checks that formally complete an awarded project after its required reports are accepted.

1

Sign in

Start on the GrantsPost sign-in page.

Where to beginStart on the GrantsPost sign-in page.
  1. Enter the email address from your invitation.
  2. Enter your password.
  3. Select Sign in. If you cannot remember your password, select Forgot password?
GrantsPost screen for Sign in

Select the screen to enlarge it. Example data is fictional.

You are finished when

You arrive at the home page for your assigned role.

What happens next

GrantsPost opens the home page for your assigned role.

If something is not working

Check that you used the email address from the invitation. Use Forgot password? before asking an administrator to resend access.

2

Check platform activity

From the top menu, open Platform Admin.

Where to beginFrom the top menu, open Platform Admin.
  1. Review the organization, user, application, and message totals.
  2. Find the district or foundation that needs attention and open it.
  3. Use the setup details only when you are preparing a new district or solving an access problem.
GrantsPost screen for Check platform activity

Select the screen to enlarge it. Example data is fictional.

You are finished when

You know which organization you are setting up or supporting.

What happens next

Return to your role's home page and follow the next action shown by GrantsPost.

If something is not working

Use Help or Ask for help. Include the page name and what you were trying to do. Never send your password.

3

Add an organization

From Platform Admin, select Add organization.

Where to beginFrom Platform Admin, select Add organization.
  1. Choose the organization type and enter the public name and organization code.
  2. Enter the first administrator's name and email address.
  3. Review the details, then select Add organization.
GrantsPost screen for Add an organization

Select the screen to enlarge it. Example data is fictional.

You are finished when

The organization is available in GrantsPost and its administrator has an invitation.

What happens next

The district or foundation area is created and its first administrator can sign in.

If something is not working

Use Help or Ask for help. Include the page name and what you were trying to do. Never send your password.

Screen example