1. Funding
  2. Guidance and Resources
  3. Managing Third-Party Access

Managing Third-Party Access

E-APP-006

Introduction

This is a step-by-step guide on how to manage third-party access for your application. You can only have one active third party at a time. Third parties can help complete applications, but they cannot submit applications on your behalf.

Prerequisites

E-APP-001: Searching for Funding Opportunities

E-APP-002: Applying for a Grant

E-APP-003: Nominating and Applying for Prizes

Add third-party access

Steps to add a third party to your application.

  1. Navigate to the Application screen.
  2. Click the Add Third-Party Access This button is enabled once all steps prior to the Application Form have been completed.
  3. The system displays the Add Third-Party Access pop-up window.
  4. Enter the Name of the person you would like to give access to.
  5. Enter the Email of the person you would like to give access to.
  6. Click the Add This will trigger an invitation email for the third party.
  7. The Third-party access field on the Grant Fact Sheet or Prize Fact Sheet displays the name of the invited third party with the Invited status.
  8. Once the invitation has been accepted, the status will change to Active, and the third party will have access to your application.

Note: Third parties have access to your Application Form. They do not have access to the Account Information, Self-ID, Strategic Group Information or Applicant Profiles forms.

Remove third-party access

Steps to remove a third party from your application.

  1. Navigate to the Application screen.
  2. Click the Remove Third-Party Access button.
  3. The system displays the Remove Third-Party Access pop-up window.
  4. Click the Remove button to remove the third-party access.
  5. The Third-Party Access field on the Grant Fact Sheet or Prize Fact Sheet displays the name of the removed third party with the Inactive status.
  6. The removed third party will no longer have access to your application. You can click the Add Third-Party Access button to add another third party to your application.