Account Setup

Two minutes to ready

Setting up Grantable is fast — and most of it is optional. The only thing you have to do is sign in and name your workspace. Everything else (uploading documents, filling out your profile, inviting teammates) can happen now or later, because Grantable builds your organization profile automatically from whatever you give it. Upload a past proposal and your mission, programs, and service areas get extracted without you typing a thing.

Signing in

Grantable supports several ways to sign in. Pick whichever is most convenient — they all create the same account.

Google, LinkedIn, or Microsoft — Click Get started on the Grantable homepage and choose your provider. You’ll be signed in immediately using your existing account. No password to create.

Email — Enter your email address and we’ll send a one-time verification code. Grantable uses passwordless authentication, so there’s nothing to remember.

Enterprise SSO — If your organization uses an enterprise identity provider, Grantable can connect to it automatically. Enter your work email and you’ll be redirected to your org’s SSO login. If your team needs SSO set up, reach out to us or have your IT team get in touch.

Setting up your organization

After signing in for the first time, you’ll walk through a quick onboarding flow. Here’s the key thing to know: you don’t need to fill everything out manually. The onboarding is designed around an upload-and-go model.

The only required field is your organization name. After that, you can:

• Enter your website URL — Grantable will pull context from your site automatically.
• Upload documents — Past proposals, organizational overviews, program descriptions, annual reports — whatever you have. Grantable accepts PDFs, Word docs, spreadsheets, text files, and images. You can also import directly from Google Drive, Dropbox, OneDrive, or Box.

Here’s where the magic happens: Grantable reads what you upload and builds your organization profile in the background. Your mission, programs, service areas, geographic focus, population served — it extracts all of it automatically. The more you give it upfront, the better it can match you with relevant funders and generate accurate content from day one.

Tip: You can skip this step entirely and come back later. Just name your workspace and you’re in. But even one uploaded document — like a recent proposal or your organization’s overview — gives Grantable a huge head start.

Inviting your team

You can invite teammates from Settings at any time. For the full walkthrough on roles and permissions, see the Inviting Teammates guide.

The short version: go to Settings > Team > Invite Member, enter their email, and choose a role (Owner, Admin, or Member). They’ll get an email and can join your workspace immediately.

What’s next?

Head to the Quickstart guide to get productive in your first 15 minutes.

Pro tip: Once you’re in, type /profile in the chat to see what Grantable already knows about your organization. If anything is missing or wrong, just tell the AI — say something like “Our primary service area is the Greater Boston area” or “Add our after-school program to our profile” and it’ll update automatically.