Setting up your organisation

• Application tags and auto-tag rules

  Keep one list of coloured tags, and let auto-tag rules tag applications from the answers they give.

• Categories and tags

  Manage funding categories, payment categories, contract categories and the field tags your forms use.

• Checklist - Organisation

  What to check before your organisation opens to applicants.

• Data retention

  Choose how long your organisation keeps each kind of grants record, and what happens to a record once that period has passed.

• Frequently asked questions about your organisation's settings

  Short answers about organisation settings, brand, terminology, joining and security.

• Independence rules

  Recuse assessors automatically from applications they are connected to, by email domain or by a name in a tagged field.

• Joining and sign-ups

  Decide who can join your organisation without an invitation, what joining asks, and approve or reject join requests.

• Organisation emails

  Turn the weekly digest and the emails Backed sends on your behalf on or off, edit their subject and body, and preview them.

• Organisation settings

  Change your organisation's details, brand and the settings that shape what applicants, assessors and verifiers see.

• Privacy evidence for shared Backed profiles

  Export every applicant profile shared with your organisation and every consent withdrawn, with the notice in force, for your privacy records.

• Privacy requests

  Log a request from a person to see, correct, export or erase their information, find what you hold about them, and answer it by its due date.

• Security settings

  Require two-factor authentication, check that logs reach your security team, and report a suspected data breach.

• Terminology

  Choose the words your organisation uses for grants, applications and the rest, and reword the headings applicants and assessors see.

• View settings

  Choose the columns each list shows by default for everyone in your organisation.

• Your organisation's sandbox

  Create a sandbox copy of your organisation's configuration to rehearse a round, train staff or test an integration, then open, refresh or delete it.

• Your Rounds profile

  Edit how your organisation appears on Rounds, preview its page, and choose which staff run it there.

• Your subscription and access

  What happens to your organisation's access when it is suspended, its free trial ends, its subscription ends or it is in a grace period, and how access comes back.