Grants
Register the donor before the award. Often a partner with a donor role.
Where to find it: Left menu → Grants & Projects → Donor Master
Step 1
Left menu → Grants & Projects → Donor Master. If the name is missing, your role does not include it — ask an admin in Users & Roles.
Step 2
Add the donor once. Save contacts. Do not create a second card for the same foundation.
Step 3
New awards should pick this donor. Duplicate names should be merged, not ignored.
Yes. Donor Master is a signed-in workspace screen. This public page teaches the screen with a picture and a link to the feature video. It never shows another company’s data.
The left menu only shows screens your role may open. Ask a company admin to grant the matching permission, or to show you which role should own this step.
If it is the same legal entity, one partner with both roles.
