---
title: Introduction to SurePact
description: Learn how SurePact simplifies grant, project, and contract management by streamlining approvals, tracking risks, and automating reporting.
---

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1. [SurePact | Knowledge Base](https://support.surepact.com/?hsLang=en)
2. [Getting Started (For All Users)](https://support.surepact.com/getting-started-for-all-users?hsLang=en)

# Introduction to SurePact

### **What is SurePact?**

SurePact is a **grant (and project) management platform** designed to improve efficiency, compliance, and risk oversight. It provides organisations with **centralised record-keeping, automated workflows, and governance tracking** to ensure funding and projects are managed effectively.

#### **What SurePact Helps You Do**

SurePact brings everything into one place, helping you:

✔️ **Manage Grants & Funding** – Track applications, funding allocations, and reporting requirements.  
✔️ **Oversee Projects & Contracts** – Manage project milestones, contract variations, and compliance.  
✔️ **Identify & Mitigate Risks** – Capture potential risks early and automate approval workflows.  
✔️ **Automate Workflows** – Reduce manual tasks with smart approvals and notifications.  
✔️ **Generate Real-Time Reports** – Pull data insights on budgets, risks, and progress.

💡 **Tip:** Your SurePact account is accessed via a unique URL, typically formatted as **yourorganisation.surepact.com** (e.g., regionofmagic.surepact.com). We recommend bookmarking it for easy access.

#### **How SurePact Works**

Once logged in, you can:

✔️ **Access & Manage Records** – View grants, projects, portfolios, and contracts.  
✔️ **Track Approvals & Compliance** – Stay on top of assigned tasks and due dates.  
✔️ **Monitor Budgets & Financials** – Track funding allocations and project costs.  
✔️ **Generate Reports & Insights** – Export data to make informed decisions.

#### **Who Uses SurePact?**

SurePact serves different types of users, each engaging with the platform in a way that supports their responsibilities.

### **For Grantmakers (Funding Bodies)**

🏛 **Manage funding programs & applications**

- Set up and manage **funding opportunities**.
- Oversee **grant applications and approvals**.
- Track **funding allocations & compliance reporting**.

### **For Grant Recipients (Organisations & Councils)**

💰 **Track grant usage & ensure compliance**

- Manage pre and post-awarded **grants, projects, and contracts**.
- Submit milestone reports and track **funding progress**.
- Maintain compliance with **governance & audit requirements**.

### **For Applicants (Grant Seekers)**

✍️ **Apply for grants & track applications**

- Submit and manage **grant applications**.
- Receive updates on **approval status & required actions**.
- Ensure compliance with **submission requirements**.

![](https://support.surepact.com/hs-fs/hubfs/image-png.png?width=688&height=345&name=image-png.png)

#### **Next Steps**

- **Learn how SurePact works** → [Navigating the SurePact Homepage](https://support.surepact.com/navigating-the-surepact-dashboard?hsLang=en)
- **Understand user roles & permissions** → [Understanding User Roles, Default Members & Permissions](https://support.surepact.com/member-roles-and-responsibilities?hsLang=en)
- **Set up your profile & notifications** →[Accessing SurePact & Logging In](https://support.surepact.com/accessing-and-logging-in?hsLang=en)

- [Getting Started (For All Users)](https://support.surepact.com/getting-started-for-all-users?hsLang=en)
- [Funding Programs (For Grantmakers)](https://support.surepact.com/funding-programs-for-grantmakers?hsLang=en#main-content)

    - [Creating & Managing Funding Programs](https://support.surepact.com/funding-programs-for-grantmakers?hsLang=en#creating-managing-funding-programs)
    - [Application Round(s) Setup](https://support.surepact.com/funding-programs-for-grantmakers?hsLang=en#application-rounds-setup)
    - [Application Review, Allocations, Funding Agreements](https://support.surepact.com/funding-programs-for-grantmakers?hsLang=en#application-review-allocations-funding-agreements)
    - [Program Delivery and Reporting](https://support.surepact.com/funding-programs-for-grantmakers?hsLang=en#program-delivery-and-reporting)
- [Funding Opportunities (For Applicants & Recipients)](https://support.surepact.com/funding-opportunities-for-applicants-recipients?hsLang=en#main-content)

    - [Applying for a Funding Opportunity](https://support.surepact.com/funding-opportunities-for-applicants-recipients?hsLang=en#applying-for-a-funding-opportunity)
    - [Tracking & Managing Applications](https://support.surepact.com/funding-opportunities-for-applicants-recipients?hsLang=en#tracking-managing-applications)
- [Grant Management & Reporting](https://support.surepact.com/grant-management-reporting?hsLang=en)
- [SurePact Records](https://support.surepact.com/surepact-records?hsLang=en)
- [Portfolios](https://support.surepact.com/portfolios?hsLang=en)
- [Projects & Contracts](https://support.surepact.com/projects-contracts?hsLang=en#main-content)

    - [Project Management](https://support.surepact.com/projects-contracts?hsLang=en#project-management)
    - [Managing Contracts Within Projects](https://support.surepact.com/projects-contracts?hsLang=en#managing-contracts-within-projects)
- [Risk, Compliance & Asset Management](https://support.surepact.com/risk-compliance-asset-management?hsLang=en#main-content)

    - [Risk & Issue Management](https://support.surepact.com/risk-compliance-asset-management?hsLang=en#risk-issue-management)
    - [Asset Management](https://support.surepact.com/risk-compliance-asset-management?hsLang=en#asset-management)
- [Administration & System Setup](https://support.surepact.com/administration-system-setup?hsLang=en#main-content)

    - [External Assessors](https://support.surepact.com/administration-system-setup?hsLang=en#external-assessors)
- [Common Processes](https://support.surepact.com/common-processes?hsLang=en)
- [Release Notes & Support](https://support.surepact.com/release-notes-support?hsLang=en#main-content)

    - [What's New in Version 6?](https://support.surepact.com/release-notes-support?hsLang=en#whats-new-in-version-6)
    - [What?! Version 7 Already?](https://support.surepact.com/release-notes-support?hsLang=en#what-version-7-already)
    - [Version 8, let's create!](https://support.surepact.com/release-notes-support?hsLang=en#version-8-lets-create)
- [External Assessor](https://support.surepact.com/external-assessor?hsLang=en)

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