Administrator is a person who is responsible for carrying out the administration in your organisation.
Manages users and roles
Can create and edit application schemas
Has an overview of case workflow in the system
Can edit all texts, labels and help texts in the system
Can manage emails and letters in the system
Can manage budget, funding areas (categories) and fiscal years
Can manage board meetings (done by caseworker)
Can set up Azure AD login for the organisation
Applicant is a person who submits grant applications in your organisation.
Mobile and desktop compatible
Has access to My page with overview of applications, messages and letters
Can save applications as drafts before submitting
Can change language (multiple languages supported
Can follow economy on grants and request payments
Has access to status reports and grants
Gets notified when relevant
Case worker / Case Officer
Case worker is a person who is responsible for managing grant applications in your organisation.
Has access to dashboard with overview of cases, applicants and communication
Has access to quick search to find any case, searching in all fields
Has access to advanced search for cases
Can save searches to support workflows, internal reports and for further data mining
Can find applicants, see their historic applications, communicate with applicants etc.
Can organise applications in workflows making sure data is clean and consistent
Can set cases to board meetings, handle board meetings online
Can export agendas for the meetings and full PDF versions of all material for the Board
Can create grants and payments (Approved by Economy Responsible)
Can generate branded letters with signatures (grant letter, rejection letter etc.)
Can send messages to applicants
Sees all history on the application (who did what etc.)
Can create applications
Can make reports in advanced search, make advanced searches and save them
Has access to all documents on the application
Financial Manager is a person who is responsible for the economy in your organisation.
Approves grants and payments
Can make bank payments
Has access to economy reports on grants and budget
Has access to economy reports on uncompleted grants and reimbursements