Invitation-only applications

Invitation-only applications are forms and/or categories that are only available to users selected by grant managers. Invitees receive a configurable notification providing access to an application hidden from other applicants. 

The application appears in the Apply workspace as 'in progress' with the specified custom deadline. The applicant need only click on the application to start working.

Enable invitation-only forms

1. In the Manage workspace, navigate to Forms
2. Click the ellipsis (three dots) next to a form and choose Form settings
3. In the 'Advanced' tab, click the Invitation-only access checkbox
4. Click Save

Compose the invitation notification

When an applicant is invited, they receive a notification alerting them. To create this notification:

1. In the Manage workspace, go to Settings > Communications > Notifications
2. Click New notification
3. Open the Trigger drop-down and select Application invited
4. Add your desired messaging, using text formatting and merge fields as needed
5. Click Save

To learn more, see the Ultimate guide to notifications.

Invite applicants 

1. In the Manage workspace, go to Forms
2. Click the ellipsis (three dots) next to a form and select Invite applicants
3. Input the email addresses for the applicant(s) you wish to invite, separating multiple addresses with a comma, new line, semi-colon, or colon
4. Open the Role drop-down to select the role the user(s) should receive if they have not already participated in your program
5. If necessary, select the Category the user(s) need access to
6. Type in a Message for the user
7. Assign a Custom application deadline for this invite
8. Choose the 'Application invited' notification
9. Click Invite applicants

Once invited, the application displays in the Applications list view as 'Invited'. If a custom deadline has been set, it will also be visible.

Good to know

• Without the 'Application invited' notification configured, applicants will not know they have an application to complete.
• The message entered when inviting applicants is added to the 'Application invited' notification configured in Settings > Communications > Notifications.
• To view invited applications that have not been actioned, click Advanced in the search bar, set the Status filter to Invited, and click Search.