Knowledge base

Grant Administrator Guide (8)

Welcome to the integrated, secure online grants management system ‘Grant Toolbox’ which will manage all applications for funding requests to your organisation.

Using Grant Toolbox (10)

General tips
Your Grant Manager Home Page
Opening multiple tabs and view side by side

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The CRM (10)

Add a new organisation
Add a new user to an organisation
Approve an applicant who has self registered for an existing organisation

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User Management (5)

Update your user details or password
Add a new Grant Manager
Remove a Grant Manager or revoke Grant Manager access

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Fund Management / Budgeting (3)

Create a Fund
Set your budget (Fund Allocations)
Make a change to your budget

Program and Grant Round Administration (3)

Create a new program
Create a grant round
Frequently asked questions - Program and Grant rounds

Grant Application Management (13)

The Grant Application Manager
Invite an organisation to submit an application
Manually enter a staff generated grant

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Grant Payments (10)

How to set up payments
What do the payment statuses mean?
Increase/decrease a payment

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Reporting (1)

Exporting information from list views

The following articles provide an overview of using Grant Toolbox’s grant management portal for applicants. Note that each foundation/organisation that uses Grant Toolbox may have slightly different configurations enabled and will have different branding applied.

Registration and user management (9)

Register a new organisation
Activate your account
Add yourself as a new user to an existing organisation

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The Applicant Portal (4)

Logging in to Grant Toolbox
Your applicant dashboard
Logging out of the Portal- Applicants

View all 4

Applying for funding and managing your applications (11)

Apply for funding from an open grant round
Apply for funding after receiving an invitation to apply
Completing and submitting an application

View all 11

Grant management (2)

Submit an invoice or receipt
Submit a milestone/acquittal report

Knowledge base

Grant Administrator Guide (8)

Applicant User Guide (4)