PART II: Setting Up Your Account and For Grant Editors

Grant Editor: How to Set up an Account
The State Library will contact the state agency’s pre-identified point of contact(s) who will notify the State Library that they will transition to the Grant Editor or they will identify another individual to serve as the Grant Editor for their agency. The State Library will send the Grant Editor an email with an account registration link. Click the link and you will be prompted to set up a new password. If you need to change Grant Editors, please contact Grants Portal Team at CAGrantsPortal@library.ca.gov.

Grant Contributor: How to Set up an Account
Before you can submit or update grant information, you must set up an account as a Grant Contributor.

• Step 1: Visit the California Grants Portal at grants.ca.gov
• Step 2: On the home page, select “For State Agencies” and then “Grant Data Submission”
• Step 3: Scroll down to the “Online Forms” tab. Click “Create an account.”
• Step 4: Enter a username, your ca.gov email, and select your state agency or department.
• Step 5: You will receive a validation email with a link to confirm your account. Click the validation link. An email requesting approval for a new account will be sent to the agency Grant Editor.
• Step 6: Once your Grant Editor approves your account (see set of steps below titled “Grant Editor: How to Approve New Grant Contributor Accounts”), you will receive an email with a login link. Click the link and you will be prompted to set up a new password. If your Grant Editor denies your account, you will receive a notification email as well. Once you have an account, you can visit the State Agencies page at grants.ca.gov, log in, and submit a grant opportunity for publication on the Grants Portal.

Grant Editor: How to Approve New Grant Contributor Accounts
In order to add a Grant Contributor, the Grant Editor must approve the new account.

• Step 1: After the Grant Contributor registers using the set of steps above titled “Grant Contributor: How to Set up an Account,” the Grant Editor will receive an email requesting approval for the new account. Click the link in the email to log into the Grants Portal. Here you will see your dashboard.
• Step 2: Click “Users.” Here you will see newly created accounts.
• Step 3: Approve or deny accounts for new Grant Contributors. New Grant Contributors will receive an email with login information and grant opportunity submission links. Denied accounts will be notified as well.

Grant Editor: How to Transfer Grants Between Contributors
Some reminders:

• Grant Editors can transfer individual grants between Grant Contributors.
• Grant Editors cannot transfer their own grants to Grant Contributors through the dashboard. If a Grant Editor would like to transfer their own grants, contact the Grants Portal team at CAGrantsPortal@library.ca.gov for assistance.
• If a Grant Contributor has left your organization or is no longer working on the Grants Portal, please transfer their grants to another Grant Contributor and deactivate their account as a security measure (see instructions below).

How to transfer all the grants from one Grant Contributor to another:

• Step 1: Visit the Grants Portal and navigate to the “For State Agencies” tab. Select “Agency Login.”
• Step 2: Log into your account using you Grant Contributor credentials. Note that you will receive an email with a validation code. Once you log in, you’ll see your Grants Dashboard and your previously submitted grant opportunities.
• Step 3: Click “Users.” Here you will see all Grant Contributors in your organization.
• Step 4: Under Actions use the “Transfer Grants to” drop down option to move grants from the former Grant Contributor. Select the Grant Contributor who will now be managing the grants. (The new Grant Contributor must have an account prior to transferring grant opportunities.)
• Step 5: Click the blue arrow icon to confirm the selection.

How to transfer individual grants from one Grant Contributor to another:

• Step 1: Visit the Grants Portal and navigate to the “For State Agencies” tab. Select “Agency Login.”
• Step 2: Log into your account using you Grant Contributor credentials. Note that you will receive an email with a validation code. Once you log in, you’ll see your Grants Dashboard and your previously submitted grant opportunities.
• Step 3: Select the checkbox next to the individual grant(s) you desire to transfer.
• Step 4: Select “Bulk actions” above the “users” tab on your dashboard and select “transfer grant” and select “Apply”.
• Step 5: Find the Grant Contributor’s username you desire to transfer grant to and select “transfer”.
• Step 6: Close the window once the “transfer” turns to “success”.

Last Updated: 10/12/2023