Admin Quick Reference Guide

Manage Users

Create a User Account

• System Options > Manage Users > Click Create a New User

Reset User Password

• System Options > Manage Users > Search User > Click on downward arrow > Reset Password

Reset User Email

• System Options > Manage Users > Search User > Edit > Click Change Email button

Assign Administrator / Reviewer

• Admin dashboard > Click on Program Name > Assign Reviewers & Admins

Assign Administrator / Reviewer to Multiple Programs

• Admin dashboard > Users >  Manage Users > Search User

• Select User

• Click on the downward arrow > Select Modify User Role

• Select required role from dropdown list > Select programs > Click Submit

Manage Settings

Update Timelines

• Admin dashboard > Click on Program Name > Settings > Update on 1. Timelines tab

Create a Tag

• Admin dashboard > Click on Program Name > Settings > Update on 2. Settings tab

Update Program Text (Form Title, Messages, Introduction)

• Admin dashboard > Click on Program Name> Click on General Text

Add a Resource (Link or Document)

Admin dashboard > Click on Program Name > Resource Links 

Manage Submissions

View History

• Admin dashboard > Click on Program Name > Submissions > On submission list - Action (first column), select View History

Download Submission (PDF and Attachments)

• Admin dashboard > Click on Program Name > Submissions > On submission list - Action (first column), select Download PDF

Reassign Submission to Another Profile (Login Email)

• Admin dashboard > Click on Program Name > Submissions > On submission list - Action (first column), select Reassign

Delete a Submission

• Admin dashboard > Click on Program Name > Submissions > On submission list - Action (first column), select Delete

Withdraw a Submission

• Admin dashboard > Click on Program Name> Submissions > On submission list - Action (first column), select Withdraw

Add a Tag to a Submission

• Admin dashboard > Click on Program Name > Submissions > Select checkbox of submission(s) to tag > under Actions drop-down, Click Apply Tag > Select the Tag from your Tag list and submit

Assign Submissions to Review Phase

• Admin dashboard > Click on Program Name > Submissions, select Submissions > under Actions drop-down, Click Assign to Review Phase

Assign Reviewer Groups

• Admin dashboard > Click on Program Name > Assign Reviewers & Admins > under Review Group Actions, Click Auto-Create Review Group

Assign Submissions to Reviewer Group

• Admin dashboard > Click on Program Name > Submissions > under Actions drop-down, Click Manage Review Groups

Set Review Phase and Open Review Timelines

• Admin dashboard > Click on Program Name > Settings > 2. Settings tab > Current Review Phase

• Admin dashboard > Click on Program Name > Settings > 1. Timelines tab > Review Open & Review Close

Assign a SmartTracker Follow-up

• Admin dashboard > Click on Program Name > Submissions > Select checkbox of submission(s) to tag > under Actions drop-down, Click Assign Smart Tracker 
  

Manage Emails

Create/Modify Custom Email Templates

• Admin dashboard > Click on Program Name > Email Text > Custom tab

Send System or Custom Emails to Applicants

• Admin dashboard > Click on Program Name > Submissions > Select checkbox for user to receiver an email > Under Actions drop-down, select Send Emails > Select email from dropdown list

Schedule an Email

• NOTE: Only Custom Emails can be scheduled. If there is a standard email that you would like to schedule, please copy it into the Custom Email tab.

• Admin dashboard > Click on Program Name > Schedule Emails > Click Add Schedule Complete schedule name, target audience, email template, Question value, cc, bcc. Pending scheduled emails will appear in the Pending Schedules list and send emails under Past Schedules

Generate Reports

Create a Report

• Admin dashboard > Click on Program > Reports > Click Create a Report

Support

Submit Ticket, View FAQs, Support Videos

• Admin dashboard > Click your name in the top right corner >  Support