To stop an applicant from being able to register to any organisation and automatically gain access to their profile and grants, a grant manager is required to approve their access.
When an organisation already exists and an applicant self-registers for that organisation, a Grant Manager will receive an email letting them know that they will need to approve the user account. They will also have a notification on their dashboard in the CRM area.
To check the users details select the 'Pending Approval' message on the dashboard. There will be a list of all users needing to be approved.
If you wish to give the user access to that organisation’s information and allow them to apply for funding you can approve the registration.
- Select the user from the list
- Select the Approve button. This will enable the user and automatically send them an email with a link to activate their account and set their own password.
You could normally assume that a user with an email matching the organisation's domain is part of that organisation.
If someone has used a generic email such as a hotmail or gmail account, you may need to contact the organisation to ensure the user works there before granting access.