Adding new users

There are four ways in which users can be added to a Good Grants program. You can:

1. 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
2. Add users individually: users can be added one at a time at Users New user. No verification is required in this case
3. Invite users: users can be invited to join the platform and complete their own registration
4. 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:

1. Go to Settings > Users > Registration
2. Under the Registration heading, check or uncheck the Enable registration form on the home page option
3. Save

Add users individually

1. Go to Users > New user
2. Add the person's name, email address and a 12 character password (they can change this later)
3. Under Account roles, select Applicant or other desired role(s)
4. 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.

Inviting users

1. Go to Users
2. Click Invite users
3. Add the email addresses associated with the individuals you'd like to invite, separating them with a comma, new line, semi-colon or colon
4. Select the role(s) you would like for these users to have
5. Compose an optional message to be included in the outgoing notification to these users
6. Click Send invite

Once a user has been invited, they will appear with your Users list with the Invited confirmation status. When the user accesses the system for the first time, they will be asked to supply their first name, last name, and a password in addition to any applicable user fields. 

Important: a User invited notification containing the {join_link} merge field is required in order for users to be invited. To compose this notification, see our guide: Notifications configuration.

Import users in bulk

1. Go to Users
2. Click Import users button (bottom of the page)
3. Download the import template spreadsheet (linked in the description text)
4. 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.
5. Upload the import file (must be .xls or .xlsx)
6. Select the role to apply to imported users
7. Click Process
8. 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