The content contained in this article is applicable to collaborators and is meant to be shared with them.
There are two sections below, the New Dashboard and the Legacy Dashboard. If you are unsure of which dashboard is available to you, reach out to the applicant.
Collaborator Experience (New Dashboard)
After receiving an invitation to collaborate on a request, collaborators can log in and work on any applicable requests.
- 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.
- If you already have an account for this funder's site, enter your information and click Logon.
- Click Accept on the collaboration request in the To Do panel.
- 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.
- The request card will be in one of the three columns on the dashboard depending on the status of the request.
- 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.
- If the collaborator has permission to view, the form cannot be edited.
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.
Collaborator Experience (Legacy Dashboard)
After receiving an invitation to collaborate on a request, collaborators can log in and work on any applicable requests.
- 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.
- If you already have an account for this funder's site, enter your information and click Logon.
- Click the Collaboration Requests tab.
- If you already have an account for this funder's site, click Accept on the request.
- Click the request status link to open the form.
- The request status will change depending on the status of the request. This link does not correlate to the permissions set for the collaborator.
- The request status will change depending on the status of the request. This link does not correlate to the permissions set for the collaborator.
- 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.
- If the collaborator has permission to view, the form cannot be edited.
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.