Getting Started (For All Users)
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      1. SurePact | Knowledge Base
      2. Getting Started (For All Users)

      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.

      Next Steps