User Permissions allows you to limit access based on roles, ensuring that each team member only sees what’s relevant to them. This can be especially helpful if you're working with multiple collaborators or clients across different projects.
Who has access to User Permissions?
Nonprofits on the Pro Plan: Grant managers can invite program staff to projects relevant to their work.
Consultants on the Advanced Plan: Grant consultants can invite clients to projects that pertain only to them, while keeping other client work private and secure.
Universities: Grant prospectors can invite faculty to projects specific to their research areas.
Note: For accounts that do not have access to user permissions, all users added to the account are granted full access to account data as either a member or admin.
Learn more about Professional and Advanced Plans here.
Available Roles and Permissions
When you set up User Permissions, you’ll have three roles to choose from:
Admin: Admins should be individuals responsible for overseeing your entire Instrumentl account, including billing and user management. The account owner will always be an admin.
Member: Members are typically team members who need access to multiple projects but don’t need to manage the account’s billing or user roles.
Project Member: Project Members are ideal for collaborators who only need access to specific projects, such as program staff, clients, or faculty members working on particular research areas.
Role | What They Can Do | What They Cannot Do |
Admin |
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Member |
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Project Member |
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How to Set Up User Permissions
If your plan includes User Permissions, the Account Owner can easily manage team members' access. Just go to Account > Manage Team to review and update roles & project access for each teammate.
Note that each account still has a singular account owner.
Is there a limitation on the number of project members?
Yes, the number of user seats depends on your plan (you can view details here). Each additional user seat costs $5 per month. All roles, including Project Members, count toward the total number of user seats. Learn how to purchase additional user seats here.
User Permissions allow you to control what information team members on your account can access, keeping data secure and organized.
Contact Us 
Reach out to our friendly support team if you have any questions about User Permissions. Message us via the chat bubble when you're logged in, or email us at hello@instrumentl.com.