Team and Access

Adding people costs nothing

Plans are priced on usage, not seats, so there is no per-user charge. Bringing in your grant writer, your ED, or a contractor doesn't increase what you pay — everyone shares the organization's usage.

This matters more than it sounds: the most common failure we see is one person quietly using GrantLoop alone while the colleague who actually writes the grants never gets access.

Inviting someone

Click your organization name at the bottom-left, then Settings, and scroll to Members. From there you can invite by email, see Pending invites, and remove an invite that hasn't been accepted.

Invited people join your organization — they see the same sheets, documents, Reference Materials, and Memory. That's the point: the agent's knowledge of your organization is shared, so a colleague isn't starting from nothing.

Roles

There are two: Member and Admin.

Admins can change organization settings, manage members and roles, and toggle things like Dangerous but Awesome Mode. Members do the everyday work — prospecting, writing, chatting with the agent — without access to organization-level settings.

You can change someone's role from the same Members list. There's one guardrail: you can't remove the last admin, so an organization can never be left without one.

Working with contractors and consultants

Grant writing is often split between an ED and an outside writer, and GrantLoop is built for that. Add the contractor as a member and they work in the same organization.

Two things worth knowing:

• The agent can email people on your team, so you can ask it to copy your writer on a draft. Say it as a standing instruction — "going forward, copy Catherine on drafts" — otherwise it may treat it as applying only to the current conversation.
• If a contractor is new to the tool, the thing that helps most is having them upload past applications to Reference Materials. Quality moves immediately.

Consultants with multiple clients

If you work across several nonprofits, keep each client in its own organization rather than mixing them. Sheets, Reference Materials, and Memory are all scoped to an organization, which is what keeps one client's materials from informing another's application. Switch between them from the same bottom-left menu.

Who can see what

Everything in an organization is visible to its members. There are no per-sheet or per-document permissions today — if someone shouldn't see a client's materials, they shouldn't be a member of that organization.