Remove a user from your organisation

When someone leaves your organisation, you should follow the steps below to ensure that relevant notifications are still received by someone in your organisation.

You should check all applications/reports that are still in progress and change the owner/primary contact where required.

Change the primary contact for an application

• Register any new users following the instructions for adding a new user to your organisation.
• From your dashboard, take a look at the Current Applications area
  
  
• The primary contact will be listed. Open any applications that you want to change the primary applicant for.
• Change the Primary Contact using the binoculars icon and then 'Save Draft'. If you don’t have access to edit the primary contact you will need to contact the Foundation or Grant Toolbox support.
  

Change any report owners

• From your dashboard, open up your organisation’s reports from the 'My Organisation's Applications and Activities' area.
  
  
• Open any reports that have a status of Draft and you want to change the owner for.
• Change the Owner and then Save Draft.
  
  
  

Once this is done you can request that Grant Toolbox or the Foundation de-activate the user.