⚡Next Quick Guide

Overview

This quick guide explains the organizational level in Next. 
 

What is the Organization Level? 

The organization level is the top-level of Next. All programs you create live under your organization. When logged in as the Organization Owner, you'll see the following options in the top menu: 

• Programs 
• Participant Network
• Budget
• *Analytics
• Settings
• More

Programs

View and access all programs under your organization. 

Participant Network

See a list of all applicants who started a profile in your organization, as well as how many applications they created.

Budget

This dropdown brings you to select areas to manage your program budgets, including Funds, Funders (and Contributions), and Categories. Learn more ➡️Setting up Budgets.

*Analytics

View organization-level analytics (Organization Dashboard) and build custom reports (Report Builder).
*May not be included in all plans

Settings

This option will open a second layer of controls for your organization.

• Profile Forms: Create profile forms that applicants fill out when applying to any of your programs. Profile forms are universally shared across all programs you create. They can only be edited at the organization level. Learn more ➡️Setting Up the Individual Profile Form | Setting Up the Organization Profile Form
   
• Identity Providers: Control how applicants and organization members log into the platform, including Single Sign On (SSO) configurations.
   
• Privacy Terms: Add custom privacy terms and conditions for your organization, if desired.
   
• Global Fields: Manage global fields for forms in your programs (Global fields are questions that are available across all programs in your organization). Learn more➡️Creating Global Fields. 
   
• Branding: Add a custom logo and title at the top of the platform, and customize the colors for the side navigation menu in your programs. Learn more ➡️Branding.
   
• Authentication Emails: Edit the Email Verification email and Password reset email Next generates, if desired. 
   
• Languages: Manage languages for your organization, allowing users to interct with the platform in their preferred language. (All are selected by default). Learn more ➡️Multi-Language Support.
   
• Integrations: Set up integrations with third-party tools, including Docusign, Salesforce, and Microsoft Dynamics. Learn more ➡️Integrations.
   

More

From this dropdown, you can access the following areas: 

• User Management: User Management is where you can manage all users in your organization. You can invite, edit, delete (archive), deactivate, and activate system administrators and reviewers, as well as edit and delete (archive) applicants. For more info, see ➡️ Manage Organization Users.
   
  • You have two types of members you can invite: Organization Owners and Organization Members. 
     
    • Organization Owner: A top-level role that has full access to the entire organization and all its programs automatically. Can manage organization settings, invite or deactivate members, assign members to programs, and change member roles.
       
    • Organization Member: An administrative user who has access to one or more programs. Every Organization Member is assigned a program-level role, which determines what they can do within each program: 
      • Program Manager
      • Program Staff
      • Reviewer
        
        ➡️For a full breakdown of what each role can and cannot do, see Understanding Member Types: Roles & Permissions.
         
• About Us: Add a description about your organization, its mission, and other important information, if desired. This content will only appear to Organization Owners and Members who log into the system. Learn more ➡️About Us.
   
• Logs: Review a log of actions that applicants and administrators have taken in your organization and programs. 
   

• Developer Tools: Tools for developers, such as oAuth and Webhook. 

   

   

   

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