⚡Next Quick Guide

What Are Profile Forms?

• Profile forms collect basic information about applicants and program members. Applicants complete or confirm their profile before starting an application, making this the first step in the application process.
   
• Profile forms are created and managed at the organization level by Organization Owners and apply across all programs and award cycles. They can’t be customized for individual programs or award cycles.
   
• Program Admins can turn off profile types they don’t need for a specific award cycle (for example, disabling Organization Profiles for individual‑only cycles). 

Types of Profile Forms

1. Individual Profile: Used when a person applies on their own. 
   See ➡️ Setting Up the Individual Profile Form.
    
2. Organization Profile: Used when an organization (such as a nonprofit, school, or company) applies. 
   See ➡️ Setting Up the Organization Profile Form.

What Each Profile Form Includes

• Each profile form starts with a few basic fields. You can add more if needed.
   
  • Individual Profile: Applicant’s name and email address.
     
  • Organization Profile: Organization’s legal name, contact, EIN, and UEI (for SAM.gov users).

💡Tips 

• If you need to collect program or cycle-specific information from applicants, consider making a sectioned Intake Form and placing those questions in their own form section. 
   
• Because Profile Forms apply across your entire organization, keep fields broad and reusable.