Overview

This guide shows Organization Owners and Client Admins how to create a new program in Next.

Step-By-Step Instructions

⚠️IMPORTANT: On the Organization Owner or Client Admin can create new programs.

To create a new program, follow these steps:

Log in as an Organization Owner or Client Admin.
From the Programs page, click Create New Program in the upper-right corner.
In the popup window, enter the following:

a. Name: The name of your program (for example, "First-Generation Student Scholarship").

b. URL slug: This fills in automatically based on the name you enter, but you can change it.

c. Program type: Select a type from the dropdown (Options: Accreditation, Certification, Fellowship, Grant, Internship, Scholarship).

d. Description: Optional. Add a short description of the program.

e. Program Owner: Select an active Program Member from the dropdown, if you want to assign one now.

If the list is blank, the Organization Owner will default to the Program Owner until the role is reassigned to another active program member.
When the Program Owner role is assigned, that individual will receive an email inviting them to manage the program.

4. Click Create Program at the bottom of the pop-up to create the new program.

A message appears in the bottom-left corner of the screen confirming the creation of the program, and a new program card appears in your Programs.

After creating a new program, it's time to set it up.

In the program card, click Setup Program.
The Program Settings screen will load with two tabs in the left-hand menu: Program Setup and Member Types. See ➡️ Manage Your Program Settings for next steps.

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