Documentation Index
Fetch the complete documentation index at: https://grantmaster.dev/llms.txt
Use this file to discover all available pages before exploring further.
Role Guide: Member
Overview
Members are the day-to-day users of GrantMaster. They log time, submit expenses, access documents, and contribute to project deliverables. Members have focused access designed for productive daily work without the complexity of administrative features.
What Members Can Do
Time Tracking (Journals)
| Action | Details |
|---|
| Log daily hours | Record time against assigned projects with categories |
| Use the timer | Start/stop timer for real-time tracking |
| Weekly matrix view | View and fill a grid of projects × days for the week |
| Monthly submission | Submit all entries for the month for manager approval |
| AI-assisted generation | Let AI suggest time entries based on past patterns |
| View own history | See all past submissions and their approval status |
Expenses
| Action | Details |
|---|
| Submit expenses | Create expense entries with receipts and project allocation |
| View own expenses | See submitted expenses and their approval status |
| Receipt upload | Attach receipt images (AI OCR extracts data automatically) |
| Edit draft expenses | Modify expenses before submission |
Documents
| Action | Details |
|---|
| View documents | Access approved documents in Document Brain |
| Upload documents | Add files (they enter the review queue for manager/admin approval) |
| Search documents | Use keyword and AI-powered semantic search |
| Download documents | Download approved files |
AI Assistant
| Action | Details |
|---|
| Chat | Ask questions, get help with grant writing, analyze data |
| Document Q&A | Ask questions about uploaded organizational documents |
| Agents | Run available AI agents (credit limits apply) |
Projects (Read-Only)
| Action | Details |
|---|
| View assigned projects | See project details, milestones, and budget summaries |
| View tasks | See tasks assigned to you |
| Update task status | Mark assigned tasks as complete |
Member Dashboard
The Member dashboard shows:
- Today’s time — hours logged today vs. your daily target
- This week — weekly hours summary with project breakdown
- Pending items — draft expenses or unsubmitted time entries
- My tasks — tasks assigned to you with deadlines
- Recent activity — recent changes on your projects
Common Member Tasks
1. Logging Time Daily
Option A: Quick Entry
- Click Log Time from the dashboard or go to Journals
- Select the project, category, and enter hours
- Add an optional description of work completed
- Click Save
Option B: Timer
- Click the Timer icon in the header
- Select the project and category
- Start the timer — it runs in the background
- Stop when done — the entry is created automatically
Option C: Weekly Matrix
- Go to Journals > Weekly View
- Fill in hours across the project × day grid
- This is fastest for entering a full week at once
2. Submitting Monthly Journals
- At the end of each month, go to Journals > Monthly Submission
- Review all entries for completeness and accuracy
- Check the total hours vs. expected hours
- Sign the effort certification statement
- Click Submit for Approval
- Your Manager reviews and approves or returns for revision
3. Submitting an Expense
- Go to Expenses > New Expense
- Enter the details:
- Amount and currency
- Category (Travel, Supplies, Equipment, etc.)
- Project allocation
- Date of the expense
- Description of what was purchased and why
- Upload a receipt (photo or scan)
- Click Submit
- The expense enters the approval queue for your Manager
4. Accessing Documents
- Go to Documents (Document Brain)
- Browse folders or use the search bar
- Click a document to view details, version history, and metadata
- Click Download to get a copy
5. Using the AI Assistant
- Click the AI chat icon in the header (or Cmd+K > “AI Assistant”)
- Ask questions in natural language, for example:
- “How do I submit a travel expense?”
- “Help me write a progress update for the maternal health project”
- “What are my pending tasks?”
- The assistant has context about your organization’s data and your current page
What Members Cannot Do
| Restricted Area | Why |
|---|
| Approve/reject | Approval workflows are for Managers and Admins |
| Grant management | Grant lifecycle is Admin-only |
| Pipeline access | Pipeline is restricted to Admins (view) and Managers (read-only view) |
| Project creation/editing | Project management is for Managers and Admins |
| Compliance management | Compliance dashboard and policies are not accessible |
| Audit logs | Audit trail access is restricted to Admins and Auditors |
| Team management | Inviting or managing users is Admin-only |
| Billing | Subscription management is Admin-only |
| Delete records | Members cannot delete any records |
Tips for Members
- Log time daily — it is much harder to recall what you did last week than what you did today
- Submit expenses promptly — attach receipts while they are still clear and available
- Check your dashboard each morning — it shows pending items and upcoming deadlines
- Use the timer for meetings and focused work — it captures exact durations
- Submit monthly journals early — waiting until the last day creates a rush
- Use AI-assisted journal generation if you forget to log daily — it suggests entries based on your patterns (but always review before submitting)
- Ask the AI Assistant before asking a colleague — it can answer most platform questions instantly
Permissions Summary
Members have focused access for daily work: time logging, expense submission, document access, and task updates. They cannot manage grants, projects, compliance, or organizational settings. For the complete permission matrix, see the Permission Matrix.
