Quick Guide to the Program Level

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Micall Searles
Micall Searles
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Next Quick Guide


Overview

This quick guide explains the program level in Next. 


What is the Program Level? 

A program is a single opportunity that your organization runs (for example, a grant, scholarship, fellowship, or award). The Program level is where you manage a program — its cycles, members, and settings. 

Who can access the program level?

  • Organization Owners
  • Client Admins
  • Program Owners
  • Program Managers
  • Program Staff (limited access) 


What You'll See When You Open a Program

  1. Log into your account. From the Programs page, click View Program to open the program you want to work in.


  • The Program Menu appears. The default landing page is Award Cycles.

 


How to Get Around (Layout & Navigation)

When you're in a program, you'll see a menu on the left side of the page with the following options: 

Click an item in the Program Menu to open that page. 

📌Note: If you are a Program Staff, you won't see Program Settings or the Admin section, as those tabs are only accessible to admins. 

 


Award Cycles

View all award cycles in the program. You can search and sort the list from this page. 


 

  • Click the hyperlinked cycle name to open it and go to that cycle's workspace, where you manage your intake rounds (application submissions), review rounds, and awarding and post-award activities. 



    The cycle's workspace opens:


 


Program Info

General information about the program. You can edit the content on this page to include the information you want applicants to see when they are viewing your program.


Program Members

A list of members in the program. You can invite/remove members and resend invitations from this page. 

Learn more: ➡️Add New Program Members | ➡️Remove Program Members | ➡️Understanding Member Types: Roles & Permissions 
 


Admin Section

Only program admins (Program Owners/Managers, Organization Owners, Client Admins) can see this page. An internal space where Admins can store notes and reference information. 

Learn more: ➡️ Setting Up & Using the Admin Section

 


Program Inbox

This tab is only visible if Program Inbox is set up in your program. When set up, your team can send emails and manage correspondence with applicants in the platform.

Learn more:  ➡️ Set Up Program Inbox 


 


Awarding History

A record of past awards for all cycles in the program.


 


Analytics

Program-level reports and insights. [screenshot coming soon!]
 


Program Settings

Only program admins (Program Owners/Managers, Organization Owners, Client Admins) can see this area. When you click Program Settings in the left menu from the main program screen, a new screen opens, where you can access Program Setup and ➡️Member Types.





 


Related Articles

➡️Navigating Cycle Settings
➡️Quick Guide to the Organization Level





 


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