Restructure User/Organization Accounts
The Collaborator tool is definitely a step in the right direction, so thank you for that. However, perhaps you should consider completely reconfiguring how you handle user accounts. A more user-friendly and versatile structure would be for an organization to create an account for the organization and then have users associated with that organization. Each organization would have an admin that would approve user roles within the organization. In this way, all users within an org could access the organization's account (subject to the permissions set by the admin) and work on or see other requests/grant/reports. The current structure presents many challenges especially for external grant writers who may work with multiple organizations. So far the best workaround I have is to suggest that they use a staff person's account, which isn't ideal. Thanks for listening!
Carol Sloper commented
Not sure what the magic bullet is, but this has been an issue since day 1 and continues to be the most frequent complaint from users. Larger nonprofits / government organizations that require approval by someone in authority to submit an application is something we have to manually verify as there is no way for us to know (other than trusting the user) that they have permission to apply on behalf of the organization. Same with paid grant writers with more than one nonprofit. Grants.Gov and Sam.Gov have this structure. It does work as it allows larger organizations to keep an eye on activity under their organization's EIN #.