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...
Fri, 19 Nov, 2021 at 9:34 AM
Manage your Business Account Details
To manage your Business Account details you must be an Account Administrator.  1. From the Client Portal home page, click on your account name and then ...
Fri, 19 Nov, 2021 at 8:40 AM
Adding contacts to your Business Account
You may need to add contacts to your Business Account as part of your application. To add people to your Business Account, you can either add them as Contac...
Fri, 19 Nov, 2021 at 11:29 AM
Invite Existing Contacts to your Business Account
You may need to invite an existing contact to the Client Portal to make applications on behalf of your organisation. You must be an Account Administrator to...
Fri, 19 Nov, 2021 at 11:33 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, 7 Jul, 2022 at 7:47 AM
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