This article describes the default behaviour of a highly configurable system. Your granting program may appear or behave differently depending on user permissions and custom configurations. If you do not appear to have access to everything you need, use the Help > Request Help link to request additional permissions.
You can browse all organization profiles that have been created in your program. Select Organizations on the top navigation bar to find a profile.
You can narrow search results using the following filters:
- Tax ID: enter all or part of the Tax ID of a known organization.
- Organization Name: Enter all or part of an organization’s name.
- Category: select an organization category if your program uses this field.
Specify your filters and Apply to update results. Select Clear to remove all applied filters.
Select the organization’s name in the results grid to open the profile and find more information.