How to set up an organisation workspace on the Wellcome Funding platform

Most large universities and administering organisations have a dedicated research office. On the Wellcome Funding platform, the research office is responsible for:  

• reviewing, editing and submitting funding applications to Wellcome
• submitting finance reports to Wellcome.

Smaller academic organisations might not have a dedicated research office but they will normally have someone who can be responsible for these tasks.

On the Wellcome Funding platform, these tasks are completed through an organisation’s workspace.

If your organisation is new to Wellcome Funding, you will need to contact us to request an organisation workspace. Email fundingsupport@wellcome.org with your organisation's:

• name
• address
• country
• team email address for the people who will approve applications (this is usually a research management team).

We will create the organisation workspace and send an invite to the approver to join the workspace. After your organisation workspace has been set up, you can invite and assign roles to individual team members so that they can set up their own logins to the workspace.

How to invite other people to your organisation’s workspace

When the first account has been set up, this person can go to the ‘Teams’ menu item to invite their team members to the workspace. Watch a demo starting at 12 minutes 32 seconds from the Wellcome Funding platform webinar for research offices. 

How to log in to the Wellcome Funding platform

When you have accepted an invite to your organisation’s workspace and created an account, go to funding.wellcome.org to log in.

There are three roles that can be assigned to your team members:

• Organisation approver: has full access. Can submit applications, accept grant conditions and report spending on grants.
• Spend reporter: can report spending on grants, and view applications and grants. Spend reporters are often finance managers in the post-award team.
• Viewer: can only view applications and grants.

Admin access

Team members can also be given admin access. This access should be given to people in your organisation who will help manage the workspace.

Admin access will allow someone to:

• invite team members to the workspace
• remove team members from the workspace
• give admin access to other team members
• remove admin access from other team members
• assign and change someone’s role in the workspace
• view and manage the workspace settings.

Permissions for each role