Note: Please see our other article 'Creating Funder Connect API Credentials' to allow this function to work correctly.
Info: Each user you wish to be able to submit Quotes and Proposals via Funder connect will require the correct permissions to be enabled on their user account.
There are 2 Funder Connect related user permissions: ‘Funder Connect Quote’ and ‘Funder Connect Proposal’. Enabling each of these will give users permissions to use either the quoting or proposal functionality of Funder Connect - or both!
To enable these permissions,
Click 'Settings in the side menu and then click the edit on the user of your choice:
Then toggle the appropriate permissions:
Then click ‘Save’ and your user will now be able to Quote and send Proposals using Funder Connect!
Note: Once the permissions are enabled, the user will need to logout and log back in to be able to use Funder Connect functionality.