Flexigrant How to Guides

How to restrict or switch off the AI Due Diligence Checker

Written by Flexigrant | Sep 16, 2026, 3:55:20 PM

A guide for administrators and IT teams using Flexigrant, from Fluent Technology, covering the default access, the GMSAIDueDiligence role and the tenant setting.

By default, any user with access to the Manage Grants menu in Flexigrant can run the AI Due Diligence Checker. To limit that, ask our support team to enable the dedicated GMSAIDueDiligence role. To remove the checker entirely, ask for the tenant setting to be switched off. You make both changes by raising a ticket on the support portal.

The checker arrived in Flexigrant v4.66 on 15 September 2026. Your data protection lead or information security team may ask who can use it before anyone does. So may your SRO, the Senior Responsible Owner for a central government programme. This guide gives you the three access states and the exact steps for each one.

Before you start

Decide which of the three states you want: default, restricted or off. If you are restricting access, write down the names of the users who should keep it. Have your support portal login to hand. If your organisation has a change process for system settings, log this request through it first.

What are the three access states for AI due diligence in Flexigrant?

 

Which state should you choose?

Keep the default if the people with Manage Grants access are the same people who carry out due diligence today. Choose the restricted state if Manage Grants is open to a wider group, such as programme assistants or finance colleagues who never check applicants. Choose off if your governance group has not yet approved any AI use, and revisit it once they have. Whichever you choose, the checker never runs by itself, and only the users you allow can start a check.

How do you check who has access today?

  • Sign in as an administrator and open the Manage Grants menu. If AI Due Diligence appears in the menu, the checker is switched on for your tenant.
  • Review who holds Manage Grants access in your user administration. Under the default state, every one of those users can run a check.

How do you restrict the checker to named users?

  • Agree the short list of users who should keep access. Most funders choose the officers who already sign off due diligence.
  • Sign in to the support portal and raise a ticket. Ask for the GMSAIDueDiligence role to be enabled for your tenant, and list the users who should hold it.
  • When support confirms the change, test it. Ask a listed user to open AI Due Diligence, then ask a user outside the list to try.

How do you switch the checker off for your whole organisation?

  • Raise a ticket on the support portal asking for the AI Due Diligence tenant setting to be switched off. State your organisation name and the reason, so the request is clear on both sides.
  • When support confirms, open the Manage Grants menu and confirm that AI Due Diligence no longer appears.

What should you record?

  • Note the decision, the date, who approved it and the ticket reference in your governance or information security record.
  • Review the decision when your due diligence policy changes. Reversing either change is another ticket on the support portal.

What does the checker send outside Flexigrant?

Your IT team will ask this before they approve anything. The checker sends only the organisation name and the registered numbers that a user types. It does not send application data, grant records or anything else held in your Flexigrant tenant. Processing takes place in the EU. The score itself comes from a fixed formula, not from the AI. The AI writes analysis notes, labelled as AI-generated commentary, for the officer to check against the source record.

Key takeaways

  • By default, every user with Manage Grants access can run the AI Due Diligence Checker.
  • The GMSAIDueDiligence role restricts the checker to the users you name.
  • A tenant setting switches the checker off for your whole organisation.
  • You request either change by raising a ticket on the support portal, and you reverse it the same way.
  • Only the typed name and numbers leave Flexigrant, and they are processed in the EU.