Release 15.4 Preview: Streamlined Account Management Comes to

The upcoming update, Release 15.4, will introduce streamlined account management – something that’s sure to be welcomed by users currently managing accounts in multiple organizations.

Starting in February with Release 15.4, such users will only need one login to access all of their accounts.

Here’s how the merging process will look for Judy, an imaginary user with multiple organization accounts: user has multiple accounts

Before Release 15.4, Judy had seven different accounts associated with one email address— Previously, when creating multiple accounts, users could use the same email address for each account. Usernames were the unique identifier, not the email address.

Because Judy really loves grants, her first username was JudyLovesGrants. As her work in the grants world expanded, she went with JudyLovesGrants2, JudyLovesGrants3, and so on.

After Release 15.4, when Judy logs on to one of the seven accounts, she will be prompted – but not required – to merge these accounts into a single account with both a unique email address and a unique username.

Note: Users who have multiple accounts with the same DUNS will have to delete all but one account.

Merging accounts

When choosing a primary or “default” account, Judy should decide which one of her seven usernames she would like to keep, as each user is permitted only one unique username and one unique email address. user selects a primary account

She will then log into the chosen account, JudyLovesGrants, and merge all of the others under it. Users with multiple accounts are also given the option to delete accounts that are no longer needed.

One account, multiple profiles

After selecting JudyLovesGrants as her default profile, Judy now has access to all seven “profiles” under one account with just one unique email, username, and password. user toggles between accounts, or profiles, using a dropdown menuNote: The default profile can be changed at any time, though the username will stay the same.

When Judy selects one of the seven profiles from the dropdown menu in the global header, she will be able to edit profile info and perform other functions.

So, an “account” is defined by one unique email, username, and password. Your one account contains all your different profiles. Each separate profile is defined by one unique DUNS number. Because Judy loves all grants, she wanted her one account to encompass all her diverse grant work.

Other noteworthy enhancements coming with Release 15.4

  • Online forms will be available within Workspace for some grant opportunities. (Look for the Release 15.4 Preview blog article on online forms coming in January.)
  • Applicants will also be able to preview the opportunity package forms under the Package tab of the View Grant Opportunity page.

Check out the next Release 15.4 Preview: Completing Federal Grant Application Forms in Your Web Browser.

Do you have questions about Release 15.4? Share them below and we will do our best to answer them.


9 thoughts on “Release 15.4 Preview: Streamlined Account Management Comes to

  1. Our state agency has only one DUNS. There are multiple divisions, with each division having multiple individual users that access under their own account. How will this work for us? Do we have to share one profile for the agency, then establish accounts under that?


    1. Hi Leslie, thanks for your question. If each person/applicant at your state agency has a single, personal account for associated with the agency’s DUNS, then this release will not impact those people. The only people who would be impacted at your agency would be those who have multiple personal accounts associated with the same e-mail address.


      1. Hi Richard, These changes won’t go live until Feb. 22. At that time, if you have multiple accounts under one email address, you should be prompted to merge them.


  2. Hi, Currently when applicant fills PDF forms, the grantor agency receives a zip file that contains the PDF forms (in read-only format) and attachments. If applicant starts using online wokspace, will grantor agency continue to receive PDF forms in the application zip file?


    1. Hi Ravi, nothing changes on the grantor agency side. The grantor will receive the application as they always have, no matter if it was completed in Workspace or if it was submitted via the legacy (old) method.


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