For most Good Grants accounts the default applicant role is sufficient as it provides a straightforward flow from registration to application creation to submission. Other programs may require more nuance. To fit this need, Good Grants supports role-specific forms.
Who should use this feature?
Accounts where multiple forms will need to be configured and each form should only be visible to a certain portion of users should use this feature.
Step 1: configure a custom applicant role
- In the Manage workspace, go to Settings > Users > Roles
- Click New role
-
Assign this role a name
Tip: it is recommended that your roles be named as clearly and granularly as possible to avoid confusion. If this role will be associated with only a certain form, add that form's name to the role; i.e. Regional applicant. - At the top of the 'Permissions' module, click Advanced
- Set the Applications (own) permissions for Create, View, Update, and Delete to Allow
- If you wish for users to self-register for this role select the Registration form for this role is active checkbox--any user that accesses your program using the unique link generated, even returning users with other roles, will be given this role automatically
- Click Save when finished
To learn more about the default roles in Good Grants and the creation of custom roles, see our dedicated resource: Ultimate guide to user roles.
Step 2: set the form as role-specific
If your program has not already configured a form, follow the steps outlined in our Utilising forms guide to do so. During the configuration process you will see an option to set the form's role visibility in the 'Advanced' tab of the form settings. For those who have already configured forms, follow these steps:
- Navigate to Forms in the Manage workspace
- Click the ellipsis (three dots) next to your form's name
- Choose Form settings
- Open the 'Advanced' tab
- Under the 'Role visibility settings' select the Some roles can start an application radio button
-
Choose your desired role(s) from the list that appears
Note: if a role is selected that does not natively have the required applicant permissions they will be added automatically. - Click Save