Set up an organization workspace
Complete the organization profile, invite the smallest necessary team, assign roles, and upload current formation, financial, registration, and program evidence.
Review the operating model →Practical, role-aware guidance
Find the next safe step in your grant workflow.
Search concise guidance for organization owners, grant leads, contributors, reviewers, and authorized representatives. Each guide keeps official-source checks and human approval responsibilities visible.
Help center
Guidance for the work in front of you
Search by role, workflow stage, task, or problem.
Invite, change, or remove team access
Use Team & invitations to issue time-bounded invitations, change least-privilege roles, transfer ownership, and revoke access during offboarding.
Review access safeguards →Qualify an opportunity before committing
Confirm the official source and hard eligibility first. Then compare strategic fit, readiness, effort, risk, deadline, and evidence gaps before starting an application.
Explore qualification features →Draft from verified evidence
Use approved organization facts and vault documents, keep citations attached to material claims, and leave unsupported information visibly missing for the owner to resolve.
Understand AI boundaries →Review and approve the current version
Resolve assigned comments, inspect cited evidence and budget assumptions, and approve only the current version. Material edits invalidate earlier approvals.
See the review workflow →Complete a guided submission
Run preflight, confirm required independent approvals, download the reviewed package, continue in the official funder portal, and record the authentic receipt in GrantPilot.
Check current availability →Resolve common blockers
Check the attention queue for missing evidence, overdue work, stale sources, registration lead times, approval invalidation, or service status. Contact support if a controlled retry does not resolve the issue.
Contact product support →Export records and close access safely
Export required organization records before removal, transfer ownership, revoke invitations and sessions, review retention obligations, and submit a privacy request when needed.
Read the Privacy Notice →No matching guidance found. Try a broader term or contact product support.
Evaluate the controlled workflow.
Review current limitations and release gates before using real customer data.
Review current availabilityView product tour