Admin
Maintains organization, program and team setup, including access policy.
Can
- Manage Organizations, Programs, team members, Users
- View funding cases, grant applications, review decisions, fund events, operation receipts, record attachments
- Grant Management Platform
- Roles and access
Who can do what in Grant Management Platform
Put case preparation, award decisions, funding entries and exception review with the right people.
How permissions work
Case ownership
A named team member owns each funding case and handles preparation and follow-up.
Decision authority
The reviewer records a reason and the case revision considered before an award is accepted.
Evidence visibility
Internal and Shared attachments need an access policy that fits the organization's handling rules.
Organization scope
Link team members, programs, applications and cases to the intended organization.
Who can do what
| Role | Funding cases | Grant applications | Review and decisions | Funding activity | Programs and organizations | Evidence and operations |
|---|---|---|---|---|---|---|
| Admin | View | View | Edit | Edit | Edit | Edit |
| Program Manager | Edit | View | View | Edit | Edit | View |
| Case Owner | Edit | Edit | View | View | View | Edit |
| Grant Reviewer | View | Approve | Edit | View | View | View |
| Finance Officer | View | View | View | Edit | View | View |
| Operations Lead | Edit | View | Edit | Edit | View | Edit |
Each role in detail
Program Manager
Maintains program context and monitors the cases associated with a program.
Can
- Manage Programs, funding cases
- View grant applications, review decisions, fund events, record attachments, operation receipts
Starts on: Cases awaiting review
Case Owner
Prepares funding cases and applications and attaches supporting evidence.
Can
- Manage funding cases, grant applications, record attachments
- View Programs, Organizations, review decisions, fund events, operation receipts
Starts on: Funding cases in progress
Grant Reviewer
Reviews applications and records decisions on the linked case.
Can
- Manage review decisions
- View funding cases, grant applications, Programs, record attachments, operation receipts
Reviews and approves
- Approve grant applications
Starts on: Cases awaiting review
Finance Officer
Records funding events and checks award and receipt history.
Can
- Manage fund events
- View funding cases, grant applications, review decisions, operation receipts, Programs
Starts on: Awarded funding cases
Operations Lead
Investigates failed or review-needed operations and oversees case handoffs.
Can
- Manage operation receipts
- View funding cases, grant applications, review decisions, fund events, record attachments, team members
Starts on: Awarded funding cases
Set up Grant Management Platform your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.