Documentation Index

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

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

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Role Guide: Admin

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Overview

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What Admins Can Do

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Organization Management

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Grant Lifecycle

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Project & Financial

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Compliance & Audit

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Documents & AI

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Admin Dashboard

• Organization health — team size, active projects, financial overview
• Pending approvals — expenses and journals awaiting your review
• Compliance alerts — active violations and upcoming deadlines
• AI credit balance — remaining credits and usage trends
• Recent activity — latest actions across the organization

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Common Admin Tasks

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1. Inviting Team Members

1. Go to Settings > Team
2. Click Invite Member
3. Enter the person’s email and select their role (Admin, Manager, or Member)
4. They receive an email invitation and complete onboarding upon acceptance

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2. Setting Up a New Grant

1. Add the funder via Grantors > New Grantor (if not already in the system)
2. Add the opportunity to Pipeline (or discover it via Grant Discovery)
3. When awarded, Convert to Active Grant from the pipeline
4. Link the grant to new or existing Projects
5. Set up Budget line items aligned with the grant agreement
6. Upload the grant agreement to Document Brain and run the Compliance Policy Extractor

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3. Configuring Compliance Policies

1. Go to Compliance > Policies
2. Click New Policy or use AI-Assisted Extraction from an uploaded grant agreement
3. Define rules, scope (all projects or specific grants), and severity
4. Activate the policy to begin enforcement
5. Monitor violations on the Compliance Dashboard

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4. Managing Billing

1. Go to Settings > Billing
2. View your current subscription plan and usage
3. Purchase additional AI credits as needed
4. View and download invoices
5. Update payment method via the Stripe customer portal

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5. Granting Auditor Access

1. Go to Compliance > Auditor Access
2. Click Grant Access
3. Enter the auditor’s email, set the access window (start and end dates), and select the scope
4. The auditor receives an invitation email

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What Admins Cannot Do

• SuperAdmin functions — platform-wide configuration, managing other organizations, subscription tier overrides
• Delete the organization — requires SuperAdmin intervention
• Access other organizations — Admins are scoped to their own organization (multi-tenancy isolation)

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Best Practices

• Limit Admin count — 2–5 Admins per organization reduces risk and simplifies accountability
• Use Managers for day-to-day oversight — Admins should focus on configuration and policy, not daily task management
• Review audit logs weekly — catch unauthorized changes early
• Set up compliance policies before activity starts — retroactive enforcement is less effective
• Monitor AI credit usage — set alerts at 20% remaining to avoid service interruptions
• Document policy exceptions — if you override a policy or phase gate, record the reason

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Permissions Summary