Inviting Team Members

GrantLink supports multiple users per organization. This guide covers how to invite team members and manage their access.

User Roles

GrantLink has these user roles:

Role	Permissions
Admin	Full access, can manage users and settings
Manager	Can manage grants, allocations, and reports
Viewer	Read-only access to grants and reports

Inviting New Users

Step 1: Access User Management

1. Click your profile icon in the top right
2. Select Settings
3. Navigate to Team Members

Step 2: Send Invitation

1. Click Invite Team Member
2. Enter their email address
3. Select their role
4. Click Send Invitation

The user will receive an email with a link to join your organization.

Step 3: User Accepts Invitation

The invited user:

1. Clicks the link in the email
2. Creates a GrantLink account (or signs in if they have one)
3. Is automatically added to your organization

Managing Team Members

Changing Roles

1. Go to organization management screen
2. Find the user
3. Click the role dropdown
4. Select the new role

Removing Users

1. Go to organization management screen
2. Find the user
3. Click Remove
4. Confirm the removal

Removed users lose access immediately but their past actions are preserved in activity logs.

Best Practices

1. Use appropriate roles - Don't make everyone an admin
2. Review regularly - Remove users who no longer need access
3. Document responsibilities - Clarify who does what
4. Enable two-factor - Encourage strong security practices

Plan Limits

Your subscription determines how many users you can have:

• Starter - 1 user
• Professional - 5 users
• Enterprise - Unlimited users

Contact us to upgrade if you need more seats.