The following roles can be designated to applicants or client portal users according to your business' requirements, and will provide users with specific permissions or functions.
This is who will receive any notifications sent by the Grantor Organisation. There can only be one key contact per organisation. All Client Reporting and Project Update Request notifications will be sent to the key contact.
This is normally the signatory for your organisation, being the person who has overall accountability for the applications and reports submitted by your organisation. This is a contact record for reference purpose only.
User Access Roles
This is a Client Portal user for a Business Account. They can not manage contacts within a Business Account, however they can view, update and submit all Applications, Client Reports and Project Update Requests for the Business Account they belong to.
This is the Client Portal Administrator for a Business Account. They can invite and manage contacts in an organisation’s business account.