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Updated December 2023

GrantForwardUseCase:

For Administrators

Manage Researcher Profiles at Your Institution

As an administrator, you can manage all the researcher profiles that are created at your institution. You will be

able to view and edit the profile information, adjust the recommendation settings for each profile, or even delete

a profile.

Find more GrantForward support materials, including those referenced here, as well as Guides,

Administrator Tools, Tutorials, UseCases, and Webinars at GrantForward.com/support.

1. Go to the Administrator Console => Profile Management tab

Log in to GrantForward, then choose the Profile Management tab under the Administrator Console.

2. View and search for profile information

● You will be able to view the number and details of researcher profiles created within your institution,

including:

○ Account name and email address

○ Permission: the profile privacy status

○ Created by: who created the profile

○ Published: profile has been publicized and searchable on the Search Researchers page

○ Claimed: profile has been claimed by users

● You can also search for a specific profile through available filters. Click on View Details to be directed to their

profile page and view detailed information.

3. Perform admin actions

Select Perform Admin Actions in the corresponding row for a user to:

● Edit Profile Information: edit the basic information, modify publication sources, add/remove research interests

keywords, change profile privacy settings, etc.

● Edit Profile Recommendation: customize additional filters to make grant recommendations further tailored to

your member's research interests or change the recommendation email frequency according to their needs.

● Delete Profile