Remove a Grant Manager or revoke Grant Manager access

Modified on Wed, 13 Sep, 2023 at 1:30 PM

If you have staff changes and someone leaves your organisation or is no longer in the Grant Manager role you will need to make the following changes.

 

  1. Open the user from the CRM

  2. Select the EDIT button if not in Edit mode

  3. Under Actions select 'Edit Roles and Access'

  4. Remove the Grant Manager role and Save

  5. If the user no longer needs to log in to Grant Toolbox you should also De-Activate the user and Disable their Login access.



Note: To retain history the user should not get deleted from the CRM.

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article