Adding Collaborators
If you'd to provide access to an application in the Alliance Grant Portal, such as to a grant co-writer or your executive director, you can do this using the Manage Collaborators functionality.
Note: When someone is added as a collaborator on a grant application, they will have access until (1) you remove them as a collaborator or (2) their NAMI.org account is deactivated. You can remove access yourself at any time or request help doing so at success@nami.org.
Step 1: Open Manage Collaborators
When viewing an application, whether In Progress or Completed, you will see a blue Manage Collaborators button at the top right of the screen.
Step 2: Add Collaborator
Once you’re on the Manage Collaborators screen, click the blue Add Collaborator button.
Step 3: Enter Collaborator Details
Enter collaborator's name and email address, then click the Save button.
Note: Please use the email address associated with the collaborator's NAMI.org account. If they don't have a NAMI.org account, they can create one here.
Step 4: Add, Edit or Remove Collaborators
- You can add as many collaborators as you'd like.
- If you'd like to remove a collaborator, use the Remove Access link in the Action column.
- If you'd like to transfer primary management of the grant application—including the ability to submit the application—use the Make Primary link in the Action column.
- Reminder: Only the Primary Collaborator, as noted by the Primary column, can submit an application.
Step 5: Return to Application
When you're finished adding, editing, or removing collaborators, click the Back to Application button to return to your application form.
