Skip to main content
BackedHelp Centre

Joining and sign-ups

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

Last updated

Settings > Joining controls how people join your organisation and what they agree to. Requests to join arrive under People > Join requests.

Before you start

You need access to the organisation's settings to change how people join. Without it the page says Administrators only.

Both switches under Joining this organisation are off by default.

  • Anyone with the organisation link can join turns on a public mobile-and-code sign-up for the whole organisation, not one grant. Select Copy link to copy the Join link.
  • Approve join requests automatically makes a verified request an applicant straight away, skipping the approval queue. You can change their role on the Team page.

Choose what joining asks

Under Join questions, set what joining asks by default. A grant can override any of it.

  • Instant join asks for a mobile and code only. Details can be filled in later.
  • Ask for their name, Ask how they will take part and Ask assessors about their interests and availability each add a step.
  • Roles people can choose lists the roles offered. Offer at least one role.
  • Assessor interests to choose from holds the interests assessors pick from.
  • Welcome heading, Welcome subtitle and Role step heading set the wording.

Select Save join questions.

Publish a participation agreement

With Show the participation agreement on, people agree to the agreement before they finish joining. Until one is published, nobody is asked to agree to anything.

  1. Under Participation agreement, write each point's title and detail. Use Add a point and the move buttons to arrange them.
  2. Check What people see.
  3. Select Publish as version 1 (or Publish new version).
  4. Choose Ask everyone to agree again for a change in substance, or Don't ask again — minor wording fix for a typo, then select Publish.

Previous versions lists each version, when it was published, by whom, and whether people were asked to agree again.

Approve or reject a join request

  1. Go to People > Join requests. The tab shows how many are waiting.
  2. Select Approve on a request and assign their role. The role they asked for is only a hint; you decide their access.
  3. Or select Reject. You can give a reason; it is never shown to them. They can request access again later.

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.