Documentation Index
Fetch the complete documentation index at: https://grantmaster.dev/llms.txt
Use this file to discover all available pages before exploring further.
User Guides
End-user documentation for the GrantMaster platform. These guides cover day-to-day workflows, feature capabilities, role-specific instructions, and third-party integration setup.Audience: Platform users (Admins, Managers, Members, Auditors) — not developers. For engineering docs, see Architecture Overview.
Getting Started
- Getting Started — First login, navigation, and initial setup
- Overview & Navigation — Navigation basics and overview widgets
Core Workflows
Step-by-step guides for the primary business processes in GrantMaster.- Workflow & Tasks — The unified workflow inbox and task management
- Grant Lifecycle — Discovery through close-out
- Grant Application Process — Drafting and submitting proposals
- Grant Control & Compliance — Post-award tracking and audit readiness
- Expense Management — Submission, approval, and compliance
- Time Tracking & Journals — Timer, AI wizard, and manual logging
- Document Management — Upload, classify, and search
Feature Guides
Detailed overviews of platform capabilities with use cases, best practices, and known limitations.- Grant Discovery & Pipeline — Finding opportunities and tracking proposals
- Project Management — Phases, budgets, milestones, and deliverables
- Impact Portal & Stakeholder Presentation — External impact dashboards and slide-deck generation
- Mission & Strategy — Strategic goals and mission alignment
- Team & Org-Charts — Team profiles, interactive org-charts, and vacancy management
- Funder CRM & Relations — Managing grantor relationships and interactions
- Subscription & Marketplace — Tiers, billing, and extensions
- Audit & Governance — Professional auditing tools and dashboards
- Compliance & Audit — Internal policies and audit trails
- AI Assistant & Agents — Conversational AI and automated workflows
- Reporting & Exports — Scheduled reports and multi-format export
- Referral Program — Earning and redeeming Mission Credits through referrals
Role-Based Guides
Permissions, dashboards, and workflows tailored to each user type.- Administrator Guide — Organization setup, team management, billing, and compliance
- Manager Guide — Projects, approvals, budgets, and team oversight
- Member Guide — Daily work: time logging, expenses, and document access
- Auditor Guide — External audit access, report review, and compliance checks
Integration Guides
Setup, configuration, and troubleshooting for third-party connections.- HubSpot CRM Integration — Contact sync, interaction logging, and OAuth setup
- Stripe Billing Setup — Subscriptions, payments, and credit management
- KoboToolbox Field Data — M&E survey import and indicator mapping
- MCP Server — Connecting AI clients to GrantMaster data via Model Context Protocol