How to Complete Your Organization's Profile

Grant Operations Unit
57 steps
9 minutes

Agatesoftware

Navigate to <https://grantsportal.cjcc.ga.gov/>, enter your **username** and **password**, and click "**Log In**".

Home Page Dashboard: How to Add Panels

Tip! If not already present, it is highly recommended to add the "My Tasks" dashboard panel to your home screen. This will ensure that you are aware of any tasks your agency has started and needs to complete, or tasks that need to be completed as required by CJCC.

Click your name at the top right of the page.

Click "**Edit Dashboard**"

Click "**Add Panel**"

Click the dropdown to see a list of panel options.

Select your desired panel from the dropdown list and click "**Save**".

Click "**Save**"

If successful, you should see the panel you selected on the home page dashboard.

**Tip!** To edit an existing dashboard, follow Steps 5-6, click the "Configure Dashboard Panel" button, and complete by following Steps 8-11.

Organization Profile: Person Information

Click your name at the top right of the page.

Click "**Profile**"

On the Person Information page, you can view your organization role information and/or edit your contact information and login credentials.

If you make edits on the page, click "**Save**".

Organization Profile: Organization Information

Click "**Organization Information**"

If you see an error message under the "**SAM / UEI**" field click "**Search**" to clear the error message. If the error message is still there, verify that the "UEI" number is correct, and click "Search" again.

Note! After clicking "**Search**" in step 17, the "**County**" field under the "Business Address" section will disappear. Reenter the county before saving the page.

Ensure that the fields in the "General Information", "Business Address" and "Contact Information" sections are completed. **Tip!** The "Fax", "Website", and "Address 2" fields are not required.

In the "Additional Information" section, click the "**Organization Type**" dropdown and select your organization's structure (i.e. Non-profit, County, etc.). **Tip!** "Secondary Phone" and "Authorized Agency" are not required fields.

Click "**Authorized Agency**" if your agency is under the administrative authority of another agency which is responsible for handling the fiscal matters of your organization's activities (accepting of grant awards, accounting, etc.), click the check box. See **Step 36** for further instructions.

Click "**Save**".

Organization Profile: Organization Members

Click "**Organization Members**".

The "Organization Members" page allows you to search for existing members and/or to add new members to your organization's account.

**Tip! There are four user roles in the grants system:** 1. **Authorized Official** *(can initiate, edit, & submit documents)* 1. This role is exclusively for persons who are authorized to apply for, accept, decline or cancel the grant for the applicant agency. This person must be the executive director of a state agency, chairperson of the county Board of Commissioners, mayor, or chairperson of the City Council. 2. **Agency Administrator** *(can initiate, edit, & submit documents)* 1. this role is primarily for persons who will be directly responsible for the administration of grant applications and/or awards within the grants system. 3. **Agency Staff** *(can edit existing documents but can't initiate or submit)* 1. this role is primarily for persons who will support or assist the Agency Administrator in the administration of grant applications and/or awards (i.e. preparing documents for the Agency Administrator's review and approval). 4. **Agency Viewer** *(view rights only)* 1. This role is primarily for persons who need to view, provide oversight, or audit the activity and/or information within the grants management system.

To add a new member, click the plus (**+**) symbol.

Click "**Add New User to Organization**".

Complete the "**General Information**" and "**Contact Information**" sections.

Under "**Assign Roles**" click this dropdown to select the role you would like the user to have within the system and select if you would like this individual to have access to all existing documents within the system.

Enter a "**Username**" and "**Password**". **Note**: user will be required to create a new password upon initial log in.

Click "**Save**".

If added successfully, you see the new user listed under the "**Members**" section.

Organization Profile: Organization Categories

Click "**Organization Categories**".

Select the categories, or programs, that are applicable to your organization's mission, services, and/or proposed grant activities. Your selection may effect the types of grants your organization will see on the Home Page: Dashboard under the "My Opportunities" panel.

Select at least one category. **Tip!** Feel free to select all the categories.

Click "**Save**"

Authorized Agency Information

If you selected the "Authorized Agency" checkbox on the "Organization Information" page, click "**Authorized Agency Information**" in the left menu. If no, skip to **Step 40**.

Click "**Save**" to display the errors on the page. This will help you identify the required fields.

Complete all the required fields.

Click "**Save**".

Organization Profile: Banking Information

Click "**Banking Information**".

You have the option to receive payment via direct deposit/electronic funds transfer "**EFT**" or "**Mailed Check**".

To add direct deposit information, click "**EFT**".

Enter the "**Bank Name**".

Enter the "**Routing Number**".

Enter the "**Account Number**".

**Tip!** To view the "Routing Number" and/or the "Account Number" click the show password/eye symbol.

Upload a copy of your organization's "**Voided Check**", which should reflect the same information stated in the "Routing Number" and "Account Number" fields.

Upload the "**Vendor Management Form**". **Note**: this form is required to receive payment from the State of Georgia. All the information stated above should be the same in the attached document.

Click "**Save**".

To add a second payment option, click the (**+**) button.

To receive payment via check, click "**Mailed Check**".

Upload the "**Vendor Management Form**". **Note**: this form is required to receive payment from the State of Georgia.

Enter the "**Check Reference Name**" (ex. ATTN: Mr. John Doe).

Enter the "**Address**" you wish to mail the check to. Note: should be the same information stated in the uploaded "Vendor Management Form".

Click "**Save**".

Organization Profile: Miscellaneous Attachments

Click "**Miscellaneous Attachments**".

The "**Miscellaneous Attachments**" page was created to serve as a depository for documents which relate to your organization as a whole (i.e. policies, procedures, etc.). Ideally, the documents listed on this page should not be related to a specific grant award as there will be a place for you to upload miscellaneous documents under each subgrant award.

Enter a brief "**Description**" of the document.

Click "**Select**" to upload a file.

Click "**Save**"

Click the (**+**) symbol to add more documents and repeat **steps 54-56**.

How to Complete Your Organization's Profile

Grant Operations Unit
57 steps
9 minutes

Agatesoftware

Navigate to <https://grantsportal.cjcc.ga.gov/>, enter your **username** and **password**, and click "**Log In**".

Home Page Dashboard: How to Add Panels

Click your name at the top right of the page.

Click "**Edit Dashboard**"

Click "**Add Panel**"

Click the dropdown to see a list of panel options.

Select your desired panel from the dropdown list and click "**Save**".

Click "**Save**"

If successful, you should see the panel you selected on the home page dashboard.

**Tip!** To edit an existing dashboard, follow Steps 5-6, click the "Configure Dashboard Panel" button, and complete by following Steps 8-11.

Organization Profile: Person Information

Click your name at the top right of the page.

Click "**Profile**"

On the Person Information page, you can view your organization role information and/or edit your contact information and login credentials.

If you make edits on the page, click "**Save**".

Organization Profile: Organization Information

Click "**Organization Information**"

Note! After clicking "**Search**" in step 17, the "**County**" field under the "Business Address" section will disappear. Reenter the county before saving the page.

Ensure that the fields in the "General Information", "Business Address" and "Contact Information" sections are completed. **Tip!** The "Fax", "Website", and "Address 2" fields are not required.

Click "**Save**".

Organization Profile: Organization Members

Click "**Organization Members**".

The "Organization Members" page allows you to search for existing members and/or to add new members to your organization's account.

To add a new member, click the plus (**+**) symbol.

Click "**Add New User to Organization**".

Complete the "**General Information**" and "**Contact Information**" sections.

Enter a "**Username**" and "**Password**". **Note**: user will be required to create a new password upon initial log in.

Click "**Save**".

If added successfully, you see the new user listed under the "**Members**" section.

Organization Profile: Organization Categories

Click "**Organization Categories**".

Select at least one category. **Tip!** Feel free to select all the categories.

Click "**Save**"

Authorized Agency Information

If you selected the "Authorized Agency" checkbox on the "Organization Information" page, click "**Authorized Agency Information**" in the left menu. If no, skip to **Step 40**.

Click "**Save**" to display the errors on the page. This will help you identify the required fields.

Complete all the required fields.

Click "**Save**".

Organization Profile: Banking Information

Click "**Banking Information**".

You have the option to receive payment via direct deposit/electronic funds transfer "**EFT**" or "**Mailed Check**".

To add direct deposit information, click "**EFT**".

Enter the "**Bank Name**".

Enter the "**Routing Number**".

Enter the "**Account Number**".

**Tip!** To view the "Routing Number" and/or the "Account Number" click the show password/eye symbol.

Upload a copy of your organization's "**Voided Check**", which should reflect the same information stated in the "Routing Number" and "Account Number" fields.

Upload the "**Vendor Management Form**". **Note**: this form is required to receive payment from the State of Georgia. All the information stated above should be the same in the attached document.

Click "**Save**".

To add a second payment option, click the (**+**) button.

To receive payment via check, click "**Mailed Check**".

Upload the "**Vendor Management Form**". **Note**: this form is required to receive payment from the State of Georgia.

Enter the "**Check Reference Name**" (ex. ATTN: Mr. John Doe).

Enter the "**Address**" you wish to mail the check to. Note: should be the same information stated in the uploaded "Vendor Management Form".

Click "**Save**".

Organization Profile: Miscellaneous Attachments

Click "**Miscellaneous Attachments**".

Enter a brief "**Description**" of the document.

Click "**Select**" to upload a file.

Click "**Save**"

Click the (**+**) symbol to add more documents and repeat **steps 54-56**.