Non-Assigned Users to View Follow Up Forms (GLM)
I have several agencies with multiple representatives involved in the grant process. I'd love for a way to allow non-assigned applicants to view all forms (during all statuses) and have the option to submit forms; or create an "all-inclusive collaborate" option so the person who initially applies can allow others to submit any forms and not one specific follow-up.
Ashley Schumacher
shared this idea
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I wanted to add an additional comment to this post, as I recently learned, that follow-up forms are not available within the organizational history section of the applicant dashboard. I feel this setup unintentionally encourages agencies/applicants to create one login for the agency and share the username and password. For instance, I have had a few agency representatives leave the organization and now the new user cannot view previously submitted forms, nor can any other agency user within Foundant. This makes it very tough to provide clear communication with the applicants because the directions do not apply to all users. If us, as administrators, could assign a role to an applicant (to give all viewable permissions) or simply allow all users enrolled to view all information, that would be a huge help.