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Micall Searles

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Articles

Recent activity by Micall Searles

  • Approving or Rejecting Requests to Join an Organization Profile

    Contents Overview Step-By-Step Instructions How to Approve or Deny a Request If approving a requestWhat happens after approving a request to join? If denying a requestWhat happens after denying...

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  • Managing Organization Members

    Contents  Overview Organization Member Roles & Permissions Step-By-Step Instructions Add a MemberWhat happens after I invite a new member? Change a Member's RoleWhat happens after I change a me...

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  • Understanding Member Types: Roles & Permissions

    Contents Overview  Key Terms  Quick Reference: Who Does What?  Role-By-Role Details  Organization-Level RolesOrganization Owner  Program-Level Roles Program Owner  Program Manager  Program Staff...

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  • Change an Application Name

    Contents Overview What is an Application Name? Step-By-Step Instructions Related Articles OverviewThis step-by-step guide shows applicants how to rename an application in Next.  What is an Applicat...

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  • Add Applications to an Intake Round

    Contents Overview What is the Add Applications Feature? Before You Begin Step-By-Step Instructions Add the ApplicationWhat happens after you add an application Manage the Application Fill in th...

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  • Delete (Archive) a Profile

    Contents Overview What is Profile Archiving? Step-By-Step Instructions Access the Participant Network How to Archive a Profile From the Participant Network Page From the Profile Page View Archi...

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  • Manage Organization Users

    Contents Overview What is the User Management Page? Step-by-Step Instructions Access the User Management PageUser Management Page Overview Edit a User's Name Deactivate a User Activate a User De...

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  • Add Budget Categories to a Cycle

    Contents Overview What Is Category Selection? Before You Start Step-By-Step InstructionsHow to Add Categories to the Award Cycle Using Categories Related Articles OverviewThis step-by-step guide ...

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  • Cycle Settings: Financials Overview

    Contents Overview How to Get to Financials What’s in Financials Award Setup Expense SettingsLog Expenses Categories Related Articles OverviewThe Financials tab in Cycle Settings is where you m...

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  • Trouble Submitting an Application

    OverviewHaving trouble submitting an application? Find your situation below for help.  Common Submission Issues I don’t see a “Submit” button 1. You may be a “Collaborator” on the application:If yo...

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