How to get started in Grantable

1. Create your account

• Go to app.grantable.com

• Sign up with your email and use the magic link or emailed code to access your account

• Log in to access your dashboard

💡 You can belong to multiple organizations if you collaborate with more than one team.

2. Set up your organization profile

• From the sidebar, click Organization → Profile

• Enter your organization’s name, address, and mission statement

• Upload a logo to personalize your workspace

💡 Keeping this info updated helps auto-fill common details in proposals.

3. Complete your user profile

• Go to Settings → User

• Add your name, role, and (optional) profile picture

• Connect your Google Drive account if you want to import files

💡 Accurate profile settings ensure smoother collaboration and notifications.

4. Explore the Home screen

• Review the Capabilities at the top (start writing, work on an application, explore funders)

• Use Quick Access to jump to grants, files, and settings

• Look at Continue Working for recent projects you can reopen

💡 The Home screen is your launchpad for daily work.

5. Create your first grant application

• Go to Grants or select Work on an Application from the Home screen

• Upload or paste an RFP to start a new grant project

• Add supporting files like past proposals, budgets, or reports

💡 This is where your AI Assistant really comes alive.

✅ Key takeaway: Once your account, organization, and preferences are set up, you’re ready to create projects and collaborate smoothly.