OASIS - Online Arts Services and Information System

Help Documents

Associating a Grant Contact

OASIS requires organizations to designate a grant contact for every application. The grant contact must be selected from the list of individuals associated with the organization.

These steps explain how to associate an individual with an organization. Part 1 by must be completed by the organization and part 2 must be completed by the individual that will be associated.

Part 1. Organization Steps

  1. Create a new organization profile or log into an existing organization profile.
  2. Click on the "Associates" button on the left navigation bar.
  3. Click the "create new position" link (or edit an existing open position).

    Make sure the position has a passcode and the appropriate permissions. Please note that a passcode is not the same as a password. This code is only used to create an association and will be visible to all users with access to the organization profile. Be sure to save the position when you finish.

  4. Tell your contact the position name and the passcode.

Part 2. Individual Steps

  1. Create a new individual profile (for yourself) or log into the existing individual profile.
  2. Click the "Associations" button. You will see a list of all open positions ordered by organization name.
  3. Select the correct position.
  4. Enter the passcode in the text box below the list and submit the association request.

    If everything happened correctly, you will see a link to the organization under "current associations" at the top of the page.

    If the association request says pending, this just means your passcode was incorrect. Someone with access to the organization profile will need to log into the organization and approve your request.

After the association is complete, you will have access to the organization through your individual profile. To get to organization click on the Associations button then click the link to the appropriate organization. clicking on that link at anytime. This allows you to work within the organization profile based on the permissions set in your position. This also allows you to be set as a grant contact on organization grant applications.

Your individual profile is separate from the organization profile and you can associate with multiple organizations.

Setting your Grant Contact

After you have associated individuals with your organization, you will be able to set them as a grant contact on the general information page of your application.