Contents

• Overview
• Step-By-Step Instructions 
  • Enable/Disable Profile Types
    • ➔ If "Organization Applicants" is enabled
    • ➔ If Compliance Checks are enabled at the organization level
  • Preview Profile Forms
• Related Articles

Overview

This article shows Program Admins how to preview and manage Applicant Profile Types for an award cycle.

➜ New to profile forms? See ➡️About Profile Forms for an overview.

➜ Still need to set up your profile forms? See ➡️Setting Up the Individual Profile Form | Setting Up the Organization Profile Form

Step-By-Step Instructions

Within Applicant Profiles, you can perform the following actions:

• Enable or disable profile types: Choose which kind of applicants — Individual or Organization — can apply in this award cycle. Turning a type on lets those applicants submit; turning it off blocks them.
   
• Preview profile forms: Open a read-only view of the individual or organization profile forms so you can check what applicants will see and fill out. Only the Organization Owner can make changes to the profile form at the organization level. 

1.  In the award cycle, click Intake in the top menu, then select Applicant Profiles from the left menu.  

Enable/Disable Profile Types

1. Toggle the applicant types (Individual Applicants or Organization Applicants) you want to accept to Enabled. ⚠️ Applicant types set to Not enabled cannot submit applications.

➔ If "Organization Applicants" is enabled

• Select Yes or No next to "Are applicants allowed to create new Organization Profiles?"
   
  • Yes: Applicants can create a new organization profile when they apply.
     
  • No: Applicants must select an existing organization profile in the system when they apply. Best for programs that need to control which organizations exist in the system (e.g., to prevent duplicate or unverified organizations from being created). 
    
    
     

➔ If Compliance Checks are enabled at the organization level

• If compliance checks are turned on in the individual and/or organization profile form(s) at the organization level, a Compliance Check section will appear beneath each applicant type. The toggles available here depend on which checks are enabled in the profile form(s). 
   
  • Toggle any checks you want to use in this cycle to Enabled. See these articles for more information about compliance and fraud protection. 
    
    

2. Click Save Changes in the upper-right corner.

A confirmation message appears in the bottom-left of the screen: "Saved Applicant Types."

Preview Profile Forms

⚠️IMPORTANT: Profile forms are created and managed at the organization level by an Organization Owner. They cannot be edited here. 

1. To view the Individual Applicant or Organization Applicant profile form, click Preview Profile next to the applicant type. 

2. A window opens that displays the profile form. 

Example: 

3. To close the preview, select the X in the upper-right corner of the preview window.

Related Articles

➡️Setting Up the Individual Profile Form
➡️Setting Up the Organization Profile Form
➡️About Profile Forms 

 

What did you think of this article? Please leave a comment below! 
Your feedback helps us improve the experience for everyone.