Organisations and Recipients

For admin users only

Organisations are created in SurePact to represent the funding bodies that send out funding opportunities.

A recipient is an employee or representative of an organisation.

To get started, head to the left menu, open Administration and choose Organisations. (Recipients is just below.)

Click Add Organisation.

Complete all required fields, and other fields whose details are available. Scroll to the bottom and click Save Changes.

The new organisation is added to the list. Double-clicking the organisation name opens a popup where you can make edits.

While an organisation is selected, the Delete icon is available if you need to remove it.

Now for recipients: choose Recipients from the Administration menu, and click Add Recipient.

Choose the organisation, defined using the interaction described above, and add contact details. If no Primary Contact has already been designated for the organisation, this box can be ticked. Click Save Changes to add the recipient to the list.

If your recipient list is long, you can use the search field to find who you’re looking for.