Adding new users
There are three ways in which users can be added to a Good Grants program. You can:
- Allow self-registration: this is a good option if you don't have a predetermined list of users who will be participating. It also removes any risk of incorrect email addresses being added to the system due to human error. Note: email verification is required to complete registration
- Add users individually: users can be added one at a time at Users New user. No verification is required in this case
- Import users in bulk: this is best suited when you have a large number of participants, whether they be applicants, reviewers or any other role
User self-registration
Self-registration for users is enabled by default on the homepage. To toggle this option off and on:
- Go to Settings > Users > Registration
- Under the Registration heading, check or uncheck the Enable registration form on the home page option
- Save
Note: please verify at Settings > Users > Roles that Applicant has been set as your Default role if you would like all self-registering users to be able to create applications.
Add users individually
- Go to Users > New user
- Add the person's name, email address and a 12 character password (they can change this later)
- Under Account roles, select Applicant or other desired role(s)
- Save
Once you have added the user(s) you can send an email with the password you chose [Broadcast option is not available on Intro plan]. When they log in to Good Grants they can change their password by clicking on their name in the top right corner of the screen and selecting Profile.
Import users in bulk
- Go to Users
- Click Import users button (bottom of the page)
- Download the import template spreadsheet (linked in the description text)
- Enter your user data following the spreadsheet template format. Do not leave any cell blank else the import will fail. Please note, when adding a phone number, you need to use the international format (Read more about it: List of country dialing codes) Eg. +44 785 111 111.
- Upload the import file (must be .xls or .xlsx)
- Select the role to apply to imported users
- Click Process
- The import happens in the background. You’ll receive an email when the process is complete (usually within a minute or two), with a link confirming that the import was successful
Important: imported users will not receive any email notification. You will need to contact them directly. Please direct them to go to the homepage of your program and click the Forgot password link in the login area to receive a one-time URL. They must then go to Profile and set a new password.
Note: when importing users, the user email address must be unique — if a user already exists in the system, the import process will simply add the specified role to the user. The user’s name, password and other roles will remain unchanged.
