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Checklist - Users

What to check before your administrators start working in Backed.

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Ready for your administrators to go live?

Ensure you've double checked the following:

  1. Invite each administrator: Invite an Admin on People > Administrators, ticking what they can do once they accept.
  2. For a contractor or temporary staff member, choose an Access expires on date when you invite them.
  3. Open each administrator, select Edit, and check their Access Permissions match the work they do.
  4. Upload a Signature for each administrator whose name goes on letters and contracts.
  5. Set the limits of anyone who sends Decisions or Contracts or approves Milestone reviews under Approval Limits, then select Save approval limits.
  6. Create a group for each team that should see only some records: Add Group on People > Admin groups, then set its Data Access Rules.
  7. Check who has access before you open: Export access review from the Export menu on People > Administrators.

You need Can edit Permissions to change what someone else can do.

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.