CyberGrants provides its internal users with a comprehensive system of tabs that allow them to navigate and access various functionalities within the platform. These tabs offer a structured and intuitive way for administrators to view, analyze, and manage different aspects of their programs.
Sections are organized into tabs displayed at the top of all internal screens, and CyberGrants displays the appropriate tabs based on the user's assigned user group. The specific tabs available to a user depend on their assigned security level. A system administrator has access to all of the tabs.
Here is a brief description of the various tabs available in the CyberGrants system:
Tab Names and Descriptions
- Dashboard tab - Allows users to define a client-configurable homepage that displays “at-a-glance” statistics, notifications, and program resources within CyberGrants.
- Main tab - Enables a user to create, edit, or view organization information, corresponding request information, and contact information. All users have access to this tab, and it is where most user activity occurs.
- Reports tab - Enables a user to run a standard or customized report or develop an ad hoc report. Users with this tab can run existing filterable grant listing, classification, or budget-related reports. Learn more about the features available on the Reports tab by visiting the Reports Tab Overview.
- Surveys tab - Enables a user to view survey forms and quiz responses that have been completed online.
- Mail tab - Lets a user access e-mail contacts; create mail merges, mailing lists, e-mail or letter templates; and export contact information to an ASCII file.
- Budget tab - Allows Administrator and Budget users access to the Budget section, where they can edit and create budget year information and corresponding budget line items. Click Here to learn more about the Budget tab features.
- Admin tab - Allows the Administrator to set up and maintain many of the GrantMaker’s rules. Administrators can create or edit records in various system tables used throughout the application, access the GrantMaker profile, create new users, and manage custom fields and online applications.
- Employee Giving tab - Allows the Administrator to create, edit, or view employee engagement request information. Click here to learn about configuring the Employee Giving Tab.
- Nomination tab tab - Allows Administrators to view nominations of organizations that have been submitted by your employees through employee engagement programs.
- Volunteer Events & Team tabs - Allows Administrators to track and manage volunteer opportunities within the system.
- Insights tab - Provides Program Administrators who have enabled this enhanced reporting feature access to the tool. Learn more about Insights by visiting the Insights Overview.
- GrantSeeker tab - Allows a user to search for a GrantSeeker by name, email address, or organization name.
- Access Sandbox Link - allows users to test and configure changes before making them 'live' in Production.
- User Name Link - contains a user’s personal profile information. A user can change the personal contact information or password and manage email communications.
To learn more about navigating some of these System Tabs, please visit the articles below.
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