Roles in Grant Management SuiteApp
The Grant Management SuiteApp provides the following roles:
GM Grant Administrator Role
Administrators must assign the GM Grant Administrator role to users before using the Grant Management SuiteApp. This role has the necessary permissions to perform the tasks in using the SuiteApp.
GM Internal Role
The GM Internal role helps fetch the data provided by the grant related records.
The two roles have the same set of necessary permissions. The only difference is that the GM Grant Administrator role is primarily assigned to users for direct usage of the SuiteApp, and the GM Internal role is for internal execution of scripts and fetching of data.
For more information, see Assigning Roles to an Employee.
Customizing Roles in Grant Management SuiteApp
If you want to add a workbook or a dataset in the account, you must create a custom role based on each of the two built-in roles provided by the SuiteApp.
To customize a role in Grant Management SuiteApp:
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Using an Administrator role, go to Setup > Users/Roles > Manage Roles.
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Click Customize next to the base role (GM Grant Administrator or GM Internal)
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In the Name field, enter a name for the new custom role.
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The new custom role inherits the same set of permissions from the base role. You can customize the existing permissions or add more according to your preferences. For more information, see Setting Permissions.
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Click Save.
Ensure to do both steps for GM Administrator and GM Internal role.
Updating the XGM SL Data Generator Script Deployment
After creating your custom roles, you must select the Custom GM Internal role in the Execute As Role field of the XGM SL Data Generator Script Deployment.
To update the XGM SL Data Generator Script Deployment:
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Go to Customization > Scripting > Script Deployments.
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Click Edit next to the XGM SL Data Generator script.
(Script ID: customdeploy_xgm_sl_data_generator)
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From the Execute As Role list, select the custom GM Internal role.
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Click Save.