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.

What does each role mean?
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.
Other

A Primary Application Contact and an Authorized Signatory are required to complete a grant agreement.

You can view each person with their assigned roles.