Organization Settings

Manage organization-level settings, like branding, profile forms, integrations, and more.

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Applicant Insight Form

Creating & Using Applicant Insight Forms

Branding

Branding

Compliance & Fraud Protection

Introduction to Fraud Protection (Video)

SAM.gov & GuideStar Compliance Checks

IRS-TIN Verification

Address Verification

Identity Verification

Global Lookup Lists

Create & Manage Global Lookup Lists

Integrations

Salesforce CRM Integration

Docusign Integration for Award Agreements

Microsoft Dynamics CRM Integration

Languages

Multi-Language Support

Profile Forms

Setting Up the Organization Profile Form

About Profile Forms

Setting Up the Individual Profile Form