Overview on request owner and assignee

What’s a request owner and a request assignee? 

  • Request owner: Oversees the overall lifecycle of a grant request. Their main focus is to manage the relationship with the cause requesting the grant. 
  • Request assignee: Oversees the day-to-day tasks of the grant request. Their main focus is to manage the tasks and responsibilities of each user. They'll assign tasks like reviewing grants, leaving recommendations, and adding payments. 

Number of users in each role 

  • Request owner: In most cases, the request owner stays constant through the entire approval process. You can have multiple request owners on a single request. 
  • Request assignee: Multiple assignees will be involved in the request during the approval process. The assignee has a specific role at a given time, and who the assignee is will change over time as the request moves forward. 

Key features of each role 

  • Request owner: Request owners can view all requests that they own. User roles and permissions will not stop a request owner from seeing a request. Request owners can receive email notifications for when requests they own are approved, or when requests they own have surveys submitted. To set up the notifications, open the user's profile and go to the Communication section. 
  • Request assignee: Assignees can receive an email notification when assigned that contains a link to the request. To set up the notifications, open the user's profile and go to the Communication section. A user must be assigned to a request to be able to leave a review (maximum of one review submitted per review form). 

 

For additional support, contact us at help@benevity.com.

 

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