How to Invite Team Members to Your Grant Orb Account

How to Setup Team

You can add team members to your Grant Orb account. This feature is available on all plans. Once you set up a team, all your proposals, drafts, and grants will be viewable to the team members, and they’ll be able to create grants and customize grant forms. The team allows for collaboration across grants, and you can add as many team members as you like—there is no limit.

To set up a team, click on your initials at the top right.

Once on the Setup Team screen, give your team a name, add your name, and click “Save Changes.”

After you click “Save Changes,” an invite link will be generated. Copy the link and email it to the team members you’d like to add to your team.

Next, add the email addresses of the team members you’re inviting. Only those whose emails are added can join using the invite link.

That’s it! Now your team members can sign in using the invite link and start collaborating on grants.