Short answer
Role Home lets each staff member save the GrantPipe dashboard widgets they need most.
The problem
One dashboard rarely fits the whole team.
An executive director wants a fast view of risk. A grants manager wants award status, reporting dates, and what needs follow-up. Finance wants fund balances, restriction risk, and payments. Development wants donor metrics and pipeline movement. An auditor needs a narrow read-only view that does not expose donor work.
When the first screen is the same for everyone, staff learn to skip it. They click into another module. They keep a separate list. They ask a teammate for a status update that GrantPipe already has.
The problem is not that the data is missing. The problem is that each role needs a different starting point.
How GrantPipe solves it
Role Home lets each staff member save the dashboard widgets they need most.
GrantPipe starts with role-based defaults. A viewer starts with a broad operations view. An auditor starts with review-safe widgets. Staff with broader access can choose from more widgets, then save the home view for their own user account in that organization.
The saved home is personal. It does not change a teammate’s dashboard. It does not create a new report model. It uses the dashboard data GrantPipe already uses for grants, funds, donor metrics, reporting readiness, payments, and activity.
What staff can pin
The dashboard can show widgets such as an executive snapshot, needs attention, quick actions, grant pipeline, grant health, fund balances, restriction risk, reporting readiness, donor metrics, donor pipeline, payments, recent activity, and agenda.
Not every role sees every widget. GrantPipe keeps the auditor home limited. Auditors do not get donor metrics, donor pipeline, payments, quick actions, or recent activity in their default role home. That matches the read-only review shape GrantPipe already uses.
This keeps the first view useful without weakening permissions.
Why role defaults matter
Role defaults help new staff land on a useful screen before they customize anything.
Leaders can start with risk and status. Grants staff can start with grant health, pipeline, and agenda. Finance can keep fund balances and restriction risk close. Development can keep donor metrics and donor pipeline visible. Auditors can start with grant health, fund balances, and reporting readiness.
Each person can still tune the view. If a grants manager also handles reports, they can pin reporting readiness. If a leader wants donor pipeline close, they can pin it when their role allows it.
How the saved home works
Open the dashboard and choose Customize home. GrantPipe shows the available widgets for the current role. Staff choose the widgets they want pinned, then save.
GrantPipe stores the pinned widget list for that user and organization. The next time that person opens the dashboard, the saved home appears first.
If a saved layout includes an old or unavailable widget, GrantPipe ignores that entry and keeps the rest of the layout. This lets the dashboard stay stable as the product grows.
What it does not do
Role Home does not add drag-and-drop layout editing. It does not create new alerts. It does not send email. It does not add new financial, grant, donor, or reporting calculations.
The feature is a better first screen. It brings the right existing dashboard data closer to each person.
Where it fits
Use Role Home with Grant Budget Sentinel and Restricted Fund Tracking. Those features create the grant and fund signals that many teams want to see first.
It also fits with Donor Retention Reporting and Role-Based Permissions. The dashboard home should match the work a person owns and the data that person is allowed to see.
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Q&A
What is Role Home?
Role Home is a saved dashboard layout that lets each user pin the GrantPipe widgets they need first.
Q&A
Why are role defaults important?
A finance user, grants user, leader, and auditor do not need the same first screen. Role defaults make the starting view safer and easier to scan.
Q&A
What widgets can be pinned?
GrantPipe can pin widgets such as needs attention, grant pipeline, grant health, fund balances, reporting readiness, donor metrics, donor pipeline, payments, recent activity, and agenda.
Frequently asked