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Cheryl Lee

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  1. 1 vote

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    Cheryl Lee supported this idea  · 
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    Cheryl Lee commented  · 

    Hi Chris,

    We've run into something that makes me wonder why there isn't more security within the system on our end. With most computer systems, the users within a company/organization have a secure login. I've recently discovered that any of the staff can login as any other staff member and make changes within the system using their login. It actually happened and should not have. While I understand the necessity of being able to login as a grantee, I shouldn't be able to login as our executive director or program staff and make changes and vice versa. Has anyone else expressed concern regarding this?

  2. 4 votes

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    Cheryl Lee commented  · 

    I'm struggling with how to handle something along these lines right now. I have an organization that applied with a fiscal sponsor and, in the interim, has received their own 501c3. We approved their grant and issued the grant check which they asked us to reissue under their name, not the fiscal sponsor. Well, that's great but how to handle all of this in the system? Merging loses all the fiscal sponsor information for the years and years of grants we've given them. Creating a new account prevents the applicant from using her regular email address as well as leaves the problem of how to get the current grant moved from the fiscal sponsor organization record to the new organization. Do (can) we delete the grant from the fiscal sponsor organization and manually enter it under the new organization? Do we merge the two and lose the fiscal sponsorship information for the many previous grants? I don't know what the best way to handle this is. I know I would love to simply have the applicant be able to create an account using her own email address, transfer the grant from the fiscal sponsor record to the new organization, and somehow link the two organizations so everyone can see all the transactions, old and new.

  3. 5 votes

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    Cheryl Lee commented  · 

    Agreed. We've created a place on our application for them to enter what name the check should be made out to as we've had to void and reissue checks to fiscal sponsors. Now it's just one more thing to check each time we complete a grant cycle.

  4. 86 votes

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    Cheryl Lee commented  · 

    We've actually talked about how it would be nice to flag a process in some way. We operate with two grant cycles per year, however, we encourage interim grants for urgent, emergency purposes. We created a separate LOI for this process. However, unless the grantee contacts us or our program folks (both of them!) check the queue and sort/look for interims on a daily basis, these can be overlooked. They thought it would be nice if the interims jumped out at them in some way, i.e., a different color background or text?

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