Grants Manager role access for our giving circles
If possible I would love for there to be an easier way to assign our grants managers to only specific processes. As of now, we are having to go to all 40 open processes that may have open follow-ups and unclick the grants managers from all processes. It would save a lot of time if when we made the profile for the grants managers that it provided us with an option to only select the individual processes that we want them assigned too.
Also, if we were able to prevent them from seeing any reporting that we have previously done it would be helpful as well.
The idea would be to provide them the ability to move around the system but not see anything from a process that is not their own.
Thank you so much,
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