Universal Application: Third Party Dashboards

By default, third party requests will display on the third party's dashboard for 365 days after the date in which the applicant sent the request to the third party.

After 365 days from the assignment date, requests disappear from the third party dashboard, even if the third party has not submitted their responses. This helps keep third party dashboards clean, as requests that were assigned to the third party 365 days ago are likely no longer relevant for them to complete or view. 

You have the option to change the number of display days to any number you choose. This is a site-wide setting. 

1. Click the gear icon in the upper-right corner of the site to access your Site Settings page.
2. Click the pencil icon next to the Third Party Dashboard Display Days setting. 
3. Edit the number of days, and then click OK.

The ability to view a third party's dashboard is available in any site that has the Third Party feature enabled. 

1. Click Communications in the upper navigation bar, and then select Email History.
   • You may also navigate to the Request Email History from the Request Summary page.
     
     
2. Click the subject of the email sent to the third party to view the details.
   
   
3. Click the link that was provided to the third party.
   • This will redirect you to the third party's dashboard.
     
     
4. On the third party's dashboard, the following information can be seen:
   • The status of the third party's response.
     • A red exclamation mark means the response in incomplete. 
     • A green checkmark means the response is complete. 
   • The applicant requesting the response.
   • The foundation to which the applicant is submitting an application.
   • The process to which the request is associated.
   • The date the applicant sent the request to the third party.
     
     
     
   • If the third party is assigned several requests, click the column headers to sort.
     
     
5. Since this is not a true proxy, you will need sign out of the third party's dashboard and then log back in to your site once you have finished viewing the dashboard.
   
   

Example third party instructions are provided to copy and paste. Replace the underlined portions with your relevant foundation information.

Example Email for Applicants