{"id":178,"date":"2026-07-29T13:17:41","date_gmt":"2026-07-29T13:17:41","guid":{"rendered":"https:\/\/help.actionfunder.org\/funders\/?post_type=ht_kb&#038;p=178"},"modified":"2026-07-29T13:25:17","modified_gmt":"2026-07-29T13:25:17","slug":"roles-and-responsibilities","status":"publish","type":"ht_kb","link":"https:\/\/help.actionfunder.org\/funders\/help\/roles-and-responsibilities\/","title":{"rendered":"Roles &amp; responsibilities"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">ActionFunder is built to take the administrative weight off your team. This article explains what you&#8217;re responsible for at each stage of the funding lifecycle, and what ActionFunder handles on your behalf.<\/p>\n\n\n\n<figure class=\"wp-block-table alignleft is-style-regular\"><table class=\"has-fixed-layout\"><tbody><tr><td><strong>Stage<\/strong><\/td><td><strong>Action<\/strong><\/td><td><strong>Funder<\/strong><\/td><td><strong>ActionFunder<\/strong>      <\/td><\/tr><tr><td><strong>Pre Launch<\/strong><\/td><td>Provide AF with PO for fund amount + transaction fee<\/td><td>\u2714\ufe0f<\/td><td><\/td><\/tr><tr><td><\/td><td>Set up fund with key criteria on ActionFunder<\/td><td>\u2714\ufe0f<\/td><td><\/td><\/tr><tr><td><\/td><td>Submit fund for approval<\/td><td>\u2714\ufe0f<\/td><td><\/td><\/tr><tr><td><\/td><td>Manual fund check and approval<\/td><td><\/td><td>\u2714\ufe0f<\/td><\/tr><tr><td><strong>Fund Open<\/strong><\/td><td>Fund applications<\/td><td><\/td><td>\u2714\ufe0f<\/td><\/tr><tr><td><\/td><td>Fund promotion<\/td><td>\u2714\ufe0f<\/td><td>\u2714\ufe0f<\/td><\/tr><tr><td><\/td><td>Ongoing monitoring for project quality<\/td><td>\u2714\ufe0f<\/td><td>\u2714\ufe0f<\/td><\/tr><tr><td><strong>Selection<\/strong><\/td><td>Decision making<\/td><td>\u2714\ufe0f<\/td><td><\/td><\/tr><tr><td><\/td><td>Offer funding<\/td><td>\u2714\ufe0f<\/td><td><\/td><\/tr><tr><td><\/td><td>Due diligence checks<\/td><td><\/td><td>\u2714\ufe0f<\/td><\/tr><tr><td><\/td><td>Payment distribution<\/td><td><\/td><td>\u2714\ufe0f<\/td><\/tr><tr><td><strong>In Delivery<\/strong><\/td><td>Updates collected<\/td><td><\/td><td>\u2714\ufe0f<\/td><\/tr><tr><td><\/td><td>Real-time impact reporting<\/td><td><\/td><td>\u2714\ufe0f<\/td><\/tr><tr><td><\/td><td>Chasing for overdue updates and surveys<\/td><td><\/td><td>\u2714\ufe0f<\/td><\/tr><tr><td><strong>Closed<\/strong><\/td><td>Impact reports generated<\/td><td><\/td><td>\u2714\ufe0f<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Need help?<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">If you have any questions about roles and responsibilities, get in touch at customersuccess@actionfunder.org.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>ActionFunder is built to take the administrative weight off your team. This article explains what you&#8217;re responsible for at each stage of the funding lifecycle, and what ActionFunder handles on your behalf. Stage Action Funder ActionFunder Pre Launch Provide AF with PO for fund amount + transaction fee \u2714\ufe0f Set&#8230;<\/p>\n","protected":false},"author":7,"comment_status":"open","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht-kb-category":[25],"ht-kb-tag":[],"class_list":["post-178","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-getting-started"],"_links":{"self":[{"href":"https:\/\/help.actionfunder.org\/funders\/wp-json\/wp\/v2\/ht-kb\/178","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.actionfunder.org\/funders\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/help.actionfunder.org\/funders\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/help.actionfunder.org\/funders\/wp-json\/wp\/v2\/users\/7"}],"replies":[{"embeddable":true,"href":"https:\/\/help.actionfunder.org\/funders\/wp-json\/wp\/v2\/comments?post=178"}],"version-history":[{"count":0,"href":"https:\/\/help.actionfunder.org\/funders\/wp-json\/wp\/v2\/ht-kb\/178\/revisions"}],"wp:attachment":[{"href":"https:\/\/help.actionfunder.org\/funders\/wp-json\/wp\/v2\/media?parent=178"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/help.actionfunder.org\/funders\/wp-json\/wp\/v2\/ht-kb-category?post=178"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/help.actionfunder.org\/funders\/wp-json\/wp\/v2\/ht-kb-tag?post=178"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}