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BackedHelp Centre

Checklist - Organisation

What to check before your organisation opens to applicants.

Last updated

Ready for your organisation to go live?

Ensure you've double checked the following:

  1. Check your organisation's details and settings: on Settings > Profile and terms select Edit Details.
  2. Add your brand: upload a Logo and set your colours, so your portals, sign-in pages and emails look like your organisation.
  3. Decide whether applicants see a support footer: turn on Show the support footer and fill in its text and email address.
  4. Check the words your organisation uses on the Terms tab of Settings > Profile and terms > Terminology.
  5. Decide whether to Require two-factor authentication under Settings > Security, and for whom.
  6. Decide how people join: whether Anyone with the organisation link can join, and what joining asks, under Settings > Joining.
  7. Create the funding categories your grants are grouped by: New Category under Settings > Funding categories.
  8. Choose who is told when an email cannot be delivered, under Undelivered messages on Communicate > Email templates.

Funding Category is your organisation's own term if you've renamed it.

See also

This page uses Backed's default terms, such as Funding Round and Application Template. An organisation may rename them, so read each as your organisation's own term if you've renamed it.