> This is the Markdown of a Backed Help Centre page, https://admin.backed.giving/help/administrator/registrations/registration-templates.md. Every page is listed at https://admin.backed.giving/help/llms.txt.

> 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.

Applicants register with your organisation before they apply. Two things decide what they see:

- a **registration template**, the form they fill in, built under `Plan > Form templates`; and
- a **registration type**, under `Settings > Profile and terms > Registrations`,
  which says who can sign up with that template and whether an administrator reviews each
  registration.

## Create a registration template

1. Go to `Plan > Form templates` and open the `Registrations` tab.
2. Select `New Registration Template`.
3. Enter the `Template name` and choose its kind: `Individual` for people applying as themselves
   (for example scholarships), or `Organisation` for groups, companies, clubs and other entities.
4. Select `Create`, then build the form's pages, sections and fields in the Form Builder. See
   [Form builder](../applications/form-builder.md).

On the template list you can `View`, `Edit`, `Duplicate` or `Export to PDF` a template. A template
marked `In use` is used by a registration type.

## Set up a registration type

1. Go to `Settings > Profile and terms` and open the `Registrations` tab.
2. Select `New Registration`.
3. Enter a `Name` and choose the template under `Use Existing Template`. A registration type keeps
   its template for life; the template also decides its `Kind`.
4. Turn on `Review each registration` if an administrator must approve each submitted registration
   before its holder can apply.
5. Turn on `More than one user per entity` to let the people who registered invite others to act
   for the same organisation.
6. Under `Sign-up`, choose whether anyone can choose this type when they sign up, or only an
   administrator can add them (`By invitation only`).
7. Save the type.

The list shows each type's `Sign-up` and `Review` setting. If there is no registration template
of the kind you need, the page tells you to create one under `Settings › Templates › Registrations`.

## Accept Backed profiles

`Settings > Organisation > Registrations` carries the `Accept Backed profiles` switch, off until
you turn it on. With it on, applicants can fill a registration from an applicant profile they keep
at Backed: each applicant chooses what to share, answer by answer, and only the standard fields on
your registration forms are offered. Shared answers become your registration answers, under your
privacy policy and retention. Only an administrator who can edit the organisation's settings can
change the switch; anyone else sees whether it is on.

Each applicant's shares are on the `Sharing` tab of their record, and the whole organisation's
under [Privacy evidence](../organisation/privacy-evidence.md).

## Check applications against your register

Your register is the applicants whose registration you have approved. You can have each
application checked against it when it is first submitted, using an identifier such as an ABN.

1. Tag the identifier's text field on your registration template in the Form Builder, and use the
   same field tag on the application form if applicants enter it there too.
2. Go to `Settings > Profile and terms` and open the `Registrations` tab.
3. Under `Register check`, choose the tag in `Register identifier`. Only tags on text fields of
   registration templates are offered. Choose `None (do not check)` to stop checking.
4. Select `Save register identifier`.

When an application is first submitted, its answer to that tag is looked up. If the application
leaves it blank, the applicant's own registration answer is used. Capitals, spaces and dashes
are ignored, so an ABN entered as 51 824 753 556 matches 51824753556. If the value is missing,
or no approved applicant has registered it, the application shows `Eligibility check failed`
with the reason. Applicants never see this. An application is checked once: a resubmission is
not checked again, and changing the register identifier does not re-check applications already
submitted.

## See also

- [Applicants](applicants.md)
- [Importing and adding applicants](importing-and-adding-applicants.md)