Manage Your Accounts

How to manage online Client Portal accounts for individuals and businesses.

Panel Memberships
Some grant funders may require you or your organisation to join a panel to be eligible for funding. If you are eligible, you can apply to become a member of...
Thu, 2 Jan, 2020 at 4:30 PM
Switch between Accounts
You may need to submit applications as an individual or on behalf of multiple organisations. Instead of registering multiple accounts, you can simply switch...
Thu, 2 Jan, 2020 at 4:25 PM
Manage your Business Account Details
To manage your Business Account details you must be an Account Administrator.  1. Click on your account name and then select Account Details.  2. ...
Thu, 2 Jan, 2020 at 4:31 PM
Setup new contacts
You may need to provide the contact details of people associated with your organisation as part of your application or as part of inviting  new users. To se...
Thu, 2 Jan, 2020 at 4:28 PM
Invite New Users to Your Business Account
You may need to invite others to the Client Portal to make applications on behalf of your organisation. You must be an Account Administrator to invite conta...
Thu, 15 Apr, 2021 at 10:10 AM
How to update a key contact for a Business Account
If you wish to change a key contact for a Business Account: 1. From Client Portal, navigate to Account Details > Contacts tab. 2. Ensure that t...
Thu, 15 Apr, 2021 at 12:45 PM
Create a new Account
Client portal user can have multiple accounts accessbile within the same login.  Follow these intrsuctions to create a new account.  1. To begin log...
Mon, 14 Dec, 2020 at 10:35 AM