All Guides

Funding Project

funding project

Invite Members

In this guide, you’ll learn how to set up your Scout account and prepare your first project.

To invite members:

  • Go to your funding project page by clicking on My Project on the left-side navigation.
  • Click on the Members tab.
  • Click on Invite Member (orange button on the top-right).
  • A right-side drawer will appear.

To invite members:

  • Enter your colleagues’ email addresses in the top gray input.
  • Type or paste emails.
  • To confirm the new members to be added, press Enter or Comma.
  • Define User Roles: by default, all new project members are set to Writer.
  • You can change all new users’ permission, or change it later.

To change a member’s permission:

  • In the list of “New Members to Invite”, look for the member you wish to change permissions.
  • Members can have the permission of a Viewer, Writer or Owner.

Team Permission

  • Viewer can only evaluate grant matches and access existing proposals in View Mode.
  • Writer can create and edit proposals and also add comments to proposals.
  • Owner has all writer permissions, plus can manage projects, create and delete proposals, invite and remove project members.

Back to Getting Started

All Guides

Funding Project

funding project

Invite Members

In this guide, you’ll learn how to set up your Scout account and prepare your first project.

To invite members:

  • Go to your funding project page by clicking on My Project on the left-side navigation.
  • Click on the Members tab.
  • Click on Invite Member (orange button on the top-right).
  • A right-side drawer will appear.

To invite members:

  • Enter your colleagues’ email addresses in the top gray input.
  • Type or paste emails.
  • To confirm the new members to be added, press Enter or Comma.
  • Define User Roles: by default, all new project members are set to Writer.
  • You can change all new users’ permission, or change it later.

To change a member’s permission:

  • In the list of “New Members to Invite”, look for the member you wish to change permissions.
  • Members can have the permission of a Viewer, Writer or Owner.

Team Permission

  • Viewer can only evaluate grant matches and access existing proposals in View Mode.
  • Writer can create and edit proposals and also add comments to proposals.
  • Owner has all writer permissions, plus can manage projects, create and delete proposals, invite and remove project members.

Back to Getting Started

All Guides

Funding Project

funding project

Invite Members

In this guide, you’ll learn how to set up your Scout account and prepare your first project.

To invite members:

  • Go to your funding project page by clicking on My Project on the left-side navigation.
  • Click on the Members tab.
  • Click on Invite Member (orange button on the top-right).
  • A right-side drawer will appear.

To invite members:

  • Enter your colleagues’ email addresses in the top gray input.
    • Type or paste emails.
    • To confirm the new members to be added, press Enter or Comma.
  • Define User Roles: by default, all new project members are set to Writer.
    • You can change all new users’ permission, or change it later.

To change a member’s permission:

  • In the list of “New Members to Invite”, look for the member you wish to change permissions.
  • Members can have the permission of a Viewer, Writer or Owner.

Team Permission

  • Viewer can only evaluate grant matches and access existing proposals in View Mode.
  • Writer can create and edit proposals and also add comments to proposals.
  • Owner has all writer permissions, plus can manage projects, create and delete proposals, invite and remove project members.

Back to Funding Project

All Guides

Funding Project

funding project

Invite Members

Add collaborators to your project so you can write, edit, and review proposals together.

To invite members:

  • Go to your funding project page by clicking on My Project on the left-side navigation.
  • Click on the Members tab.
  • Click on Invite Member (orange button on the top-right).
  • A right-side drawer will appear.

When inviting members:

  • Enter your colleagues’ email addresses in the top gray input.
    • Type or paste emails.
    • To confirm the new members to be added, press Enter or Comma.
  • Define User Roles: by default, all new project members are set to Writer.
    • You can change all new users’ permission, or change it later.

To change a member’s permission:

  • In the list of “New Members to Invite”, look for the member you wish to change permissions.
  • Members can have the permission of a Viewer, Writer or Owner.

Team Permission

  • Viewer can only evaluate grant matches and access existing proposals in View Mode.
  • Writer can create and edit proposals and also add comments to proposals.
  • Owner has all writer permissions, plus can manage projects, create and delete proposals, invite and remove project members.

Back to Funding Project