Inviting Team Members

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

User Roles

GrantLink access is managed through your organization membership.

Role	Access
Organization Admin	Can manage membership and access GrantLink
Organization Member	Can access GrantLink for your organization

Inviting New Users

Step 1: Access User Management

1. Click the organization switcher in the left sidebar
2. Open your organization management screen
3. Navigate to the members section

Step 2: Send Invitation

1. Click Invite member
2. Enter their email address
3. Select the appropriate organization role
4. Send the 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. Open your organization management screen
2. Find the user
3. Click the role dropdown
4. Select the new role

Removing Users

1. Open your 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

GrantLink plan limits are enforced on active grants and monthly report usage. Membership limits are managed through your organization setup.