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 and inviting contacts to join your Business Account
A Business Account can be accessed by many different users within an organisation to submit applications and manage projects throughout their lifecycle. In ...
Fri, 8 Nov, 2024 at 8:39 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
Revoke access to your Business Account
You may need to revoke access to your Business Account as the person is no longer part of your organisation or they need to have their role changed. 1. ...
Fri, 19 Aug, 2022 at 10:35 AM
Accept an invitation for a Business Account
As part of the application process, you may be invited to submit applications on behalf of an organisation. If you've been invited, you will receive an ...
Tue, 28 Mar, 2023 at 9:53 AM
Manage Account Access for contacts in your Organisation
A Business Account can be accessed in the Client Portal by many different users within an organisation. These users may require a different level of Account...
Fri, 8 Nov, 2024 at 9:19 AM
Managing Basic User Access to Projects
Basic User is an Account Access role within a Business Account that can be given to a user who only requires limited access to specific projects linked to t...
Fri, 8 Nov, 2024 at 2:01 PM