Contents

• Overview 
• What is the Admin Section? 
• Step-By-Step Instructions
  • Access the Admin Section 
    • Organization-Level 
    • Program-Level 
    • Cycle-Level ("Cycle Info")
  • Set Up the Admin Section 
    • How to Build or Edit the Admin Section 
      • Add Fields

Overview

This article shows Program Administrators how to use the Admin Section to store private, internal program information in Next. 

What are Admin Sections?

The Admin Section is a private section where your team can store internal program information. Think of it as a workspace for notes, references, and internal documentation your team needs while managing programs.

• There are separate Admin Sections at the organization, program, and cycle levels (called "Cycle Info" at the cycle level). 

Common Uses:

• You might use Admin Sections to store:
  • Financial information, such as budget codes or audit references. 
  • Operational notes, like internal timelines or reminders. 
  • Internal documents, such as training materials or internal reference files 
  • Contact information, like stakeholder or internal contact info. 
  • System integration data, such as ERP identifiers or third-party system references

Who can see and edit Admin Sections?  

• Organization-Level
  • Organization Owners
• Program- and Cycle-Level
  • Organization Owners, Program Owners, Program Managers

📌 Note: Applicants, reviewers, and program staff roles do not have access to the information. 

How do Admin Sections work? 

1. Build the form: Admins create and edit the Admin Section by adding fields. 

- Organization-Level: Only Organization Owners can create, view, and edit the form.
- Program- and Cycle-Level: Organization Owners, Program Owners, and Program Managers can create, view, and edit the form.

2. Complete the form: Admins enter internal information, such as budget codes, audit references, or uploaded documents.

3. Maintain the form: Admins update and reference the Admin Section as needed throughout the program lifecycle.

Step-By-Step Instructions 

Access the Admin Section 

Organization-Level 

1. Logged in as the Organization Owner, click More > About Us from the top menu. 


 

2. Select the Admin Section tab. 

3. To set up or edit the Admin section, see the section below, “Set Up the Admin Section.” 
 

Program-Level 

1. Logged in as the Organization Owner, Program Owner, or Program Manager, open the program you need. 

2. From the Program page, click Program Info in the left-hand menu.

3. In Program Info, select the Admin Section tab. 



4. To set up or edit the Admin section, see the section below, “Set Up the Admin Section.” 
 

Cycle-Level ("Cycle Info")

1. Logged in as the Organization Owner, Program Owner, or Program Manager, open the program you need.

2. On the Program page, go to Program Settings > All Award Cycles and open the award cycle you need.

3. From the Cycle page, click Cycle Info in the left-hand menu. 

4. To set up or edit the Admin section, see the section below, “Set Up the Admin Section.” 
 

Set Up the Admin Section 

• Setting up the Admin Section works the same at the Organization, Program, and Cycle levels. You add fields to create a form that your Admin team can use to store and maintain internal information. This makes it easy to track internal data and, if needed, support future integration with external systems, like an ERP.
   

How to Build or Edit the Admin Section 

1. In the Admin Section, click Edit in the upper-right corner. 

Add Fields

1. In the box that appears, select +Add a New Field.

2. A new field will appear.

3. Select your Field Type from the drop-down (e.g., File Upload or Text)

💡User Tip: Do this before adding a Field Label, as the label will automatically update when you select a Field Type.

4. Edit the Field Label to describe the field (e.g., for a file upload of training documentation, label it “Accessibility Training Manual”). 


 

5. Complete the Configuration column, which changes based on the Field Type (e.g., for File Upload, the “Choose File” button appears; for Text, a blank textbox appears). 

6. Repeat this for all fields you want to add.

7. When finished, click Publish in the upper-right corner. 

💡Helpful Tips: 

a. Reorder fields: Click and hold the 6-dot icon under the Move column on the field you want to reorder, then drag it to the new position.

b. Delete a Field: To delete a field, click the red trash icon under the Action column on the field you want remove. 

📌 Note: You can return to the Admin Section at any point to move, remove, add, or edit fields. 

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