Create a role for team members
Do you want to designate who should sign a grant agreement? Or who should be contacted about grantee reports and payments?
This article outlines the steps to designate those roles on an application.
On the Contact Roles/Team Members tab, click Search/Add members
Select a user, then choose one or more roles that user has. Click Save.
|Role Name||What it means?|
|Primary Application Contact *||The main contact person for the grant. This is usually the person with substantive knowledge of the grant activities.|
|Reporting Contact||This person will receive email notification of report due dates.|
|Payment Contact||This person will receive email notification of grant payment.|
|Executive Director||The head or leader of the organization.|
|Board Member||A member of the organization's governing board. Please list only if the board member is involved with developing the proposal.|
|Authorized Signatory *||This person is authorized to sign a grant agreement on behalf of the organization.
|Fiscal Agent Authorized Signatory||This person is authorized to sign a grant agreement on behalf of a fiscal agent operating to facilitate grant fund transfer.|
|Fiscal Agent Contact||This is a contact at the fiscal agent.|
|Consultant||Someone who might contribute to the development of a grant application.|
A Primary Application Contact and an Authorized Signatory are required to complete a grant agreement.