One applicant login for multiple organizations
I have a grant writer who is applying on behalf of two separate organizations but she only has one email address. Is there a way she can use one email address for two different organizations?
posted October 1, 2012 by Kishawn Leuthauser, The Louis and Harold Price Foundation
With our February 2024 Release we have implemented an admin workflow to associated users with multiple organization. You can learn more about this release here: https://support.foundant.com/hc/en-us/articles/20894342820759
In a spirit of continuous improvement we will continue to evolve this feature and thank you for partnership. To provide feedback on this implementation and suggest next steps please reach out to our product team or post a new idea.
-The Foundant Team
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Laurel Posey commented
As much as we love the system, this aspect is a major problem for us. We have education personnel who manage grants for more than one school, and they are only able to have one email address within their school district. They are having to create multiple outside email accounts & set them to forward to their main account, just to be able to register as a user for each of their multiple schools. Please please please find a workaround for this!
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Debbie commented
We are finding it would be useful to have an option for grantwriters to use their own unique login to use for multiple organizations to apply for grants.
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Amy Kurtz commented
I also have concerns related to a contract grant writer submitting applications for multiple organizations. I agree with the comments that suggest the system allowing an email address to be used for multiple organizations. I have a woman who writes for three different nonprofits, but all under one contract company and therefore only has one email address. I hope Foundant considers a change to this.
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Lynch commented
We have a similar issue. We have multiple users within an
organization using the same email acount. Unfortunately Foundant wants every
login(email) to be different so Foundant assigns a 2 to the email address. This
creates bogus email addresses within the database and makes it hard for the
user to remember. -
Betty commented
Hi Julie,
My suggestion would be to have a separate organization record for each department/Center. Your example is exactly correct, university name - department/center. This way you can easily see everything associated with a specific department/center by clicking on the Organization name link. You will also be able to pull reports to analyze information across all organizations or in other words university wide.
I hope that helps but please let us know if you have further questions.
Betty
posted March 27, 2013 by Betty Bloomer, Foundant Technologies
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Ideas commented
We are just getting started with the our demo site and this discussion is very pertinent.
Our related issue is how to handle large organizations, particularly universities, where individual departments and "centers" apply to us. Is there a "best practice" for how to handle the organization name? Is it the university name - department/center name? The other way around? Something else?
Ultimately we will want to be able to search for and report on both all grants to the university as well as all grants to a particular department.
posted March 4, 2013 by Julia Boerth, First Hospital Foundation
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Ideas commented
We are, and have been, having issues with this as well. We have grantees who are members of coalitions that need to access more than one organization, their own original and the coalitions. We receive more telephone calls from people who do not remember how to access one of these organizations and, since we only have two grants cycles per year, it is very easy for them to forget which email goes with which organization over the span of a year. We have people creating fake emails that they basically have no access to simply to get set-up for these additional organizations. It's quite ugly.
We also have issues with multiple contacts within an organization not having access to all submittals for that organization. I think there needs to be more focus on the organization being the main entity and not the individual contacts, which is how this system seems to be organized.
posted February 27, 2013 by Cheryl Lee, Town Creek Foundation
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Ideas commented
I struggle with the same issue. . . .contract grant writer who submits applications for a number or organizations. To fake out the system, we end up creating a bogus email address for the applicant so we can enter the grant under the correct organization name. Of course, when you enter FAKE data, you start down the slippery slope of what is real and what is fake. Reminder emails for reports end up going to fake email addresses. It all makes me start feeling less secure about the integrity of my database.
My suggestion is to have the "log in" NOT be their email address. Hold the email address in a separate field that could still be tied to the reminder emails, etc.
If a User submits applications for multiple organizations they would have to maintain multiple user accounts -- each one with a separate log in. In this way, I would be confident that my data is accurate. Grant applications would really be associated to the right Organization record.
posted February 20, 2013 by Karen Wallace, First Fruit Incorporated
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Ideas commented
Betty, just thought I would let you know that Sammie helped me today. I just wasn't clicking on the correct icon in order to get the "application complete" choice to come up. Sorry about that.
Thanks, Kishawn
posted January 23, 2013 by Kishawn Leuthauser, The Louis and Harold Price Foundation
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Betty commented
Hi Kishawn,
I'm sorry for any confusion. I have asked Sammie to get in touch with you. She will be contacting you shortly.
Thank you,
Betty
posted January 22, 2013 by Betty Bloomer, Foundant Technologies
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Betty commented
Hi Kishawn,
I think the problem may have to do with the user interface updates that were made with the last software release. If you go to the application submitted page and don't see the new review icon to the right of each application that looks like thisthen you may need to refresh your browser. The easiest way to do this is to press your F5 key a few times.
Once you click on the review icon and then move the application to the complete area then you should be able to approve the grant.
I hope that helps but please let me know if you have more questions.
Thank you,
Betty
posted January 17, 2013 by Betty Bloomer, Foundant Technologies
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Ideas commented
I went into the system today to review some LOI's and cannot find a button to approve a grant from the application review page. I'm not sure if I'm missing something? We often will approve a grant from an LOI submission and 90% of the time will approve a grant from our application process titled "Grant Report and Renewal Application".
I used to be able to click "completed application" and then approve the request.
Thanks
Kishawn
posted January 10, 2013 by Kishawn Leuthauser, The Louis and Harold Price Foundation
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Betty commented
Hello Kishawn, Tom and Mara,
Thank you all for posting to the Discussion area.
Mara is correct that a grant writer will need to have a unique email address for each organization that they represent. For communication purposes it would be in their and your best interest if they were to set up an actual email account for each organization that they represent. However, as long as the email address is unique and a valid format it does not have to be a valid account.
Please let me know if you have further questions.
Thank you,
Betty
posted October 22, 2012 by Betty Bloomer, Foundant Technologies
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Ideas commented
My understanding is that the system won't allow it.
The grant writer will need to set up a unique email address for each organization they are applying for.
posted October 16, 2012 by Mara Yarp, Morgan Family Foundation
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Ideas commented
I, too, would like to know the answer to Kishawn's question. Any thoughts out there?
posted October 5, 2012 by Tom Wickersham, Community Foundation of Northeast Iowa