Contents

• Overview
• Step-By-Step Instructions
  • Access Profile Forms
  • Set Up the Individual Profile Form
• Related Articles

Overview

This step-by-step guide shows Organization Owners how to set up the Individual Profile Form for individual applicants in Next. 

➜ New to profile forms? See ➡️About Profile Forms for an overview.
➜ Need to set up the Organization Profile Form? See ➡️Setting Up the Organization Profile Form.
 

Step-by-Step Instructions 

Access Profile Forms

⚠️IMPORTANT: Profile Forms are set up and edited in Organization Settings. Only users with the Organization Owner role can access and update these settings.

1. Logged in as an Organization Owner, go to Settings > Profile Forms

There are three tabs:

• Individual: for applicants
• Organization: for applicants
• Program Member: for program-level administrative roles

📌Note: Profile types can be turned off at the cycle level when needed. For example, a cycle that accepts only individual applicants can turn off organization profiles. 

Set Up the Individual Profile Form 

1. Select the Individual tab.

By default, the Individual Profile Form has a few fields included, which cannot be removed:

• First Name, Last Name
• Email Address

Some of the elements of the Name field can be hidden, if needed, but not deleted from the form.
 

2. Add form fields as needed.

• Adding, configuring, reordering, and deleting fields for profile forms are the same processes as with other forms. See these articles for more help ➡️ Add a Form | Build a Form | Add a Form Field | Configure Form Fields.
  
  ⚠️REMINDER: Profile forms cannot be edited per program or award cycle, so keep the information collected here simple enough to be easily used across all programs and award cycles.

3. When all desired fields are configured, click Publish at the top right of the screen to save changes.  

4. On the popup screen, click Confirm to publish the updated individual profile form.

Related Articles

➡️About Profile Forms
➡️Setting Up the Organization Profile Form

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