User management
Grantz has four fixed roles. Permissions are not customisable per user — they apply to all users in that role. Assign a role when inviting a user or editing their profile. The full grant-stage dashboard is limited to the VP of Grant Operations for now.
VP of Grant Operations
1 userFull platform access
The final approver. Sees all grants, all quarters, all activity. Only role that can submit to IDHS.
View all grants and all quarters
Raise flags on any measure
Send to reviewer · send back post-cert
Submit to IDHS (final approval)
Manage templates, contacts, users, deadlines
Full audit trail access across all grants
ND
Natalie DeGrechie
natalie.degrechie@thresholds.org
Preparer
5 usersOwn-grant access only
Fills PRTP forms and PPR narratives for grants assigned to them. Cannot see other grants or other preparers' data.
View assigned grants only
Fill and submit PRTP form
Respond to flags raised by manager
View their own audit trail
Cannot see other grants or submit to IDHS
Cannot manage users, templates, or contacts
LK
Lane Kowalski
RF
Renée Flores
+ 3 more preparers
Reviewer
4 usersAssigned-grant review only
Reviews PRTP forms and certifies quarterly reports for grants assigned to them as reviewer. Cannot see other grants.
View grants assigned to them as reviewer
Open PRTP form in read-only mode
Certify grant or send back with note
View audit trail for their assigned grants
Cannot submit to IDHS
Cannot raise flags or manage settings
PS
Priya Sharma
MR
Manuel Rivera
+ 2 more reviewers
Guest
0 usersView-only access
For stakeholders above the VP (e.g. leadership) who need visibility without edit rights. Sees dashboards and grant status — cannot change anything.
View all grants and quarter status
View dashboards and reports (read-only)
Cannot fill, review, certify, or submit
Cannot manage users, templates, or contacts
No users assigned yet