Setting Up Fund Advisors via Portal Request

Fund advisors are added to the fund record in Foundation Cloud Grants in order to establish a relationship between fund and fund advisor (constituent). This article explains how to add the fund advisor from a web portal request and perform the appropriate set up within Foundation Cloud Grants.

Setting up a Fund Advisor via Web Request

Full Access (Fund Advisor)

A new user registers for portal access and selects Fund Advisor access (AKA: Donor, Fund Holder, Primary Advisor). 

View and Approve Web Request in Foundation Cloud Grants:

In Foundation Cloud Grants, the notification bell shows an alert for “Web User(s) Need Attention”.

1. Click the “Web User(s) Need Attention” line from the notification bell or go to Online Apps > Web Processing Queue to view and process the request.
2. Open the web user's record from the grid.
3. Click the ellipsis icon next to the role in the Web User Roles section and select "Edit". 
4. Use the Status dropdown to select a status of “Approved”. 
5. Save.
6. Use the "CRM Lookup" button in the Constituent Info section to search for an existing constituent record. The search is based on constituents with Type = “Advisor”. 
7. If a match is located, select the constituent from the list. If no match is located, create a new constituent record. 
8. Click the Update button when completed. 

The result is a new constituent record in both Foundation Cloud Grants and CRM. These two records are linked with a “CRM Key”. 

Add Constituent as Requestor on Fund Record

1. Go to Grants > Funds and open the fund record from the grid.
2. Click the "Add Requestor" button on the Requestors tile.
3. Use the "Select Advisor" button to conduct a constituent search.
4. Click the "Select" button when the constituent information is found.
5. Select “Fund Advisor” from the Type dropdown list.
6. Save.

Read more here about adding Requestor on a Fund record.

Add Constituent to Fund Relationship in CRM

Access the fund in CRM and add the Fund Advisor to the fund relationship.

Setting up a Fund Viewer via Web Request

Read Only Access (Fund Viewer)

A new user registers for portal access and selects Fund Viewer access. 

View and Approve Web Request in Foundation Cloud Grants

The notification bell shows an alert for “Web User(s) Need Attention”.

1. Click the “Web User(s) Need Attention” line from the notification bell or go to Online Apps > Web Processing Queue to view and process the request.
2. Open the web user's record from the grid.
3. Click the ellipsis icon next to the role in the Web User Roles section and select "Edit". 
4. Use the Status dropdown to select a status of “Approved”. 
5. Save.
6. Use the "CRM Lookup" button in the Constituent Info section to search for an existing constituent record. The search is based on constituents with Type = “Advisor”. 
7. If a match is located, select the constituent from the list. If no match is located, create a new constituent record. 
8. Click the "Update" button when completed. 

The result is a new constituent record in both Foundation Cloud Grants and CRM. These two records are linked with a “CRM Key”. 

Add Constituent as Requestor on Fund Record

1. Go to Grants > Funds and open the fund record from the grid.
2. Click the "Add Requestor" button on the Requestors tile.
3. Use the "Select Advisor" button to conduct a constituent search.
4. Click the "Select" button when the constituent information is found.
5. Select “Fund Viewer” or equivalent from the Type dropdown list.
6. Save.

Read more here about adding Requestor on a Fund record.

Add Constituent to Fund Relationship in CRM

Access the fund in CRM and add the Fund Advisor to the fund relationship.