Adding new users

There are five ways to add users to your program in Good Grants:

• User self registration: ideal if you don't have a predetermined list of participants. This option requires email verification to complete registration, removing the risk of manual errors. 
• Add users individually: add users one at a time in the Manage workspace under Users. No verification is required. 
• Invite users: best if you'd like to invite multiple people to join and automatically assign them a role. 
• Import users in bulk: perfect for adding large groups of applicants, reviewers, or other roles. 
• Import users using the Google Sheets importer: ideal for adding a large number of applicants and their related user fields. 

User self-registration

Self-registration is enabled by default on your home page. To turn this option on or off:

1. In the Manage workspace, go to Settings > Users > Registration
2. Under 'Registration', check or uncheck Enable user registration
3. Click Save

Add users individually

1. In the Manage workspace, go to Users
2. Click New user
3. Enter the person's name, email address, and a 12-character password
4. Under 'Account roles', select the appropriate role(s)
5. Click Save

Users can change their password by clicking on their name in the top-right corner of the page and selecting Profile. For more information, see the Ultimate guide to user passwords. 

Invite users

1. In the Manage workspace, go to Users
2. Click Invite users 
3. Add email addresses separated by commas, new lines, semi-colons, or colons
4. Select the role(s) to assign
5. Optionally, include a personal message in the invitation—this message appears in the 'User invited' notification which is automatically sent to invited users
6. Click Send

Invited users appear in your list with an "Invited" status. When they first log in, they'll be prompted to add their first name, last name, password, and any other required user fields. 

Import users in bulk

1. In the Manage workspace, go to Users
2. Click Import users at the bottom of the page
3. Download the import template spreadsheet
4. Fill in user details following the template format
5. Click Select file to upload your spreadsheet (.xls or .xlsx)
6. Select a role from the drop-down to assign to imported users
7. Click Process

The import will run in the background. You'll receive an email once it's complete—usually within a few minutes—confirming success. 

Import users with the Google Sheets importer

If your program wishes to import historical applications and users with additional data, we suggest using the Google Sheets importer.

For a full set of instructions, see our dedicated guide: Importing users with Google Sheets importer. 

Good to know:

• Choose the method that best fits your needs—self-registration for open access or import for larger groups.
• You can edit, delete, or block users at any time from Manage > Users.
• Each user email address must be unique. If a user already exists, adding them again will add the selected role(s) without altering their existing details or password. 
• Verify under Settings > Users > Roles that the applicant role is set as the default if you want self-registering users to create registration. 
• Users imported with the Google Sheets importer will be given your program's default role. 
• Only one 'User invited' notification should be configured per account. 
• If importing users from the provided template, do not leave the name or email fields blank. If including phone numbers, ensure they are in international format (ex. +44 785 111 111).
• Imported users do not receive an automated notification. Contact them separately using the broadcast feature using the {password_set_url} merge field if included in your subscription. 

Video overview