How do I add and manage Master Grants?

The Master Grants tab can be found in the Admin settings. Add a Master grant to allow multiple agencies to report for one grant. (Enterprise Version)

1. To access the Master Grants block, first navigate to the admin settings by clicking "Admin" on the top blue bar.
2. Once in the admin settings, click the "Add/Edit Grants" tab.

1. To add a Master Grant, start by expanding the "Add Master Grant" dropdown by clicking the arrow icon on the right side of the tab.
2. Select the type of grant your new master grant will be. Click the arrow to the right of the field to open a dropdown with choices to select from.
3. Click the calendar icon in the field below "Start Date" to select a start date to mark the beginning of the grant cycle for your new master grant.
4. Follow the same process in the "End Date" field to mark and end to the grant cycle.
5. Click in the field below "Grant Name" and you will be able to type a custom name for your master grant.
6. For easy access with multiple grants, add a unique refference number that can be used to identify your master grant.
7. In the field labeled "Total Amount ($)" enter the amount of funding you will recieve from the grant.
8. If needed, space is provided in the field below "Description" to add a description or additional details to your master grant.
9. If you wish to use this grant with multiple agencies click the toggle button next to "Make this Grant available to all accounts"
10. To complete and save your new master grant, click the blue button labeled "Create Grant".

1. To edit a previously created Master Grant, start by expanding the tab of the grant you wish to edit by clicking the arrow icon on te far right.
2. Inputs can be edited in the same manner as creating a new Master Grant. Changes will be saved automatically.