In Step 4 of the grant cycle intake form, you’ll choose whether your grant cycle is open or invite-only.
- If you select the invite-only option, only applicants you directly invite will be able to view and apply for the grant cycle.
- If you choose the open option, all applicants with an account can review and apply for the cycle. However, you can still invite specific applicants to apply.
Inviting Applicants
- Search for Existing Applicants:
- Use the Search for Existing Applicants table to search for applicants by name, contact name, fiscal sponsor, email address, or tax ID.
- If the applicant already has a JustFund account, they will appear in the search results.
- Add Applicants:
- Once you find the applicant you would like to invite, click the + button to invite them to the grant cycle.
- When your RFP goes live on the announcement date, the applicant will receive an email inviting them to sign in and apply to the cycle.
- Create New Applicant Account:
- If the applicant does not appear in the search results, scroll to the bottom of the page and click Create a New Applicant Account.
- Fill in the applicant’s name, tax status, and contact information in the Create New Applicant Account form. You can add multiple contacts for one organization.
- When your RFP goes live on the announcement date, the applicant will receive an email inviting them to sign in to their new account and apply to the cycle.
Please note: You can also invite applicants to apply by clicking the Invite to Cycle button directly from their profile.