Add a new user to an organisation

1. Open an existing organisation from the CRM - > Organisations.
   
   
2. Go to the Contacts tab on the left side and select the plus icon.
   
   
   
   
3. Enter the user’s email, first name and last name.
   
   
4. If there are users with similar names they will be displayed. As long as you are creating a new user, select the 'New Contact' button.
   
   
5. Select the 'Applicant' and 'External Contact' roles.
   
   
6. You will be able to 'Save Draft' and create the user without entering all the required fields.
   
   
7. To activate the user and grant them access to be able to login to Grant Toolbox, select the 'Activate' button. This will send them an activation email with instructions on how to set their own password.

If you don’t want the contact to be able to login or receive communications, just skip step 7 and put an 'x' in front of the users email address