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Reporting access and acting captains

Choose who reads the quarterly reports, invite partner contacts and co-funder users, and appoint an acting captain while a Captain is away.

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Two pages under People decide who takes part in quarterly reporting: Reporting access and Acting captains. This appears only when it is turned on for your organisation.

Reporting access

People > Reporting access lists your organisation's owners and administrators and what each can do in quarterly reporting. A reader reads every Epic's finalised reports. A Captain is chosen on the Epic's set-up and reads the other Epics as a reader does.

  • Select Give reading to make someone a reader. From their next request they read every Epic's finalised reports, and are given Can generate reports and Can generate document reports if they do not already hold them.
  • Select Take reading away to stop it. Nothing they wrote is removed.
  • Select Invite a partner contact or Invite a co-funder user to invite someone from a partner or a co-funder. They are not listed here: each belongs to its partner or co-funder.

Appoint an acting captain

An acting captain covers one Epic's Captain for a window of time, with a reason, while the Captain is away. They must be an administrator who already writes reports, and they hold exactly the Captain's write access on that Epic for the window, and nothing else.

  1. Go to People > Acting captains and select Appoint an acting captain.
  2. Choose Which Epic and Who is covering.
  3. Set From and Until, and say Why.
  4. Select Appoint.

The window closes on its own; nobody has to end it. To end it early, select End. An appointment is ended rather than deleted, so every one stays on the list.

Partner delegates below lists the people a partner organisation has let complete its returns for a set time. Partners give and revoke these themselves; the list is read-only.

See also

This page uses Backed's default terms, such as Funding Round and Application Template. An organisation may rename them, so read each as your organisation's own term if you've renamed it.