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Remove a Grant Manager or revoke Grant Manager access

Mel Howarth

If you have staff changes and someone leaves your organisation or is no longer in the Grant Manager role you will need to make the following changes.

 

  1. Open the user from the CRM

  2. Select the EDIT button if not in Edit mode

  3. Under Actions select 'Edit Roles and Access'

  4. Remove the Grant Manager role and Save

  5. If the user no longer needs to log in to Grant Toolbox you should also De-Activate the user and Disable their Login access.



Note: To retain history the user should not get deleted from the CRM.