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Documentation Index

Fetch the complete documentation index at: https://grantmaster.dev/llms.txt

Use this file to discover all available pages before exploring further.

Onboarding and Training

Welcome to GrantMaster! This section provides guides for new organizations and users joining the platform.

🚀 For Organizations (Tenant Onboarding)

  1. Mission Setup: The first step for any new org is defining their “Grant DNA”. This includes their mission statement, focus areas, and geographic footprint.
  2. Team Integration: Inviting staff members and assigning roles (Manager, Member, Viewer).
  3. Billing Configuration: Selecting a subscription tier and setting up payment methods.

👥 For New Users

Quick-Start Guide

  • Step 1: Profile Setup: Configure notifications and accessibility preferences.
  • Step 2: Dashboard Customization: Pick the widgets that matter most to your role.
  • Step 3: First Discovery: Run your first AI match against the current grant landscape.

🎓 Training Resources

  • Video Tutorials: Links to internal training videos (available in the Support panel).
  • Live Workshops: Schedule a session with a GrantMaster Success Manager.
  • Knowledge Base: Deep dives into specific grant-writing strategies.

🛠️ SuperAdmin Onboarding Tools

SuperAdmins can monitor the progress of new tenants via the Onboarding Checklist Widget visible on the Tenant detail page.