Collaborator Tutorial

User Role: Collaborator

Collaborators work on requests when:

• An applicant invites you to provide input on a specific section of an application (such as a program director adding budget details or a board member providing organizational information).
• Multiple team members from an organization need to contribute to different parts of a grant or scholarship application.
• External partners or consultants need view-only access to review application content without editing capabilities.
• A fiscal sponsor or partner organization needs to complete specific questions on behalf of the primary applicant.
• Reviewers need to verify application accuracy before the primary applicant submits the final request.

Collaborator Experience 

After receiving an invitation to collaborate on a request, collaborators can log in and work on any applicable requests.

1. Click the link in the email invitation you received. 
   • If you already have an account for this funder's site, enter your information and click Logon. 
   • If you do not have an account, enter your name, create a password, and then click Register.
      
   • The page will load to the dashboard. The dashboard can be reached at any time by clicking the Home icon.
     
      
2. Click Accept on the collaboration request in the To Do panel.
    
3. Click the form name on the request card to open the form.
   • The request card will be in one of the three columns on the dashboard depending on the status of the request.  
     
      
4. Complete any applicable actions depending on permission level.
   • If the collaborator has permission to view, the form cannot be edited.
      
   • If the collaborator has permission to edit, the form can be edited and saved.
   • The system will automatically save for every 100 characters entered or when a question is no longer clicked on.
      
   • If the collaborator has permission to submit, the form can be edited, saved, and submitted. 

Additional Information

• Once the form is submitted, no further changes can be made. It is recommended to confirm that the applicant is also done with the form.
• If any required questions were missed, the system will list them and they will need to be completed before the form can be submitted. An asterisk indicates required questions.
• A confirmation page will appear when the form is successfully submitted.