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Verifiers and institutions

Add the verifiers who check applications on your behalf, invite the people who act for them and see what is assigned to them.

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A verifier is an institution, such as a university or an auspicing body, that confirms details for applicants. Verifier is your organisation's own term if you've renamed it: set the word under What you call Verifiers in Organisation settings.

Award and pay > Verifiers opens the list.

Before you start

Verifiers are entities of a registration type that represents verifiers. If there is none, the page says one is created under Settings > Profile and terms > Registrations. See Registration templates and types.

What verifiers may do is set in the Verifier settings group of Settings > Profile and terms: whether they can edit assigned applications, whether applicants submit applications and milestones to them, whether they must also accept the letter of offer, and their access to conditions, milestones and contracts.

Add a verifier

  1. Go to Award and pay > Verifiers and select Add Verifier.
  2. Choose the Registration Type and enter the Verifier name.
  3. Enter the first name, last name and email of the person who acts for it.
  4. Tick Invite Verifier to the system? to send them an invitation email now. Unticked, nothing is sent and the verifier reads Unclaimed until you invite them from its record.
  5. Select Create.

A verifier's record

The list shows each verifier's Status: Registered, Invited or Unclaimed. Open one to see:

  • its Registration Type and when it was Created;
  • its FundraiserOne ContactID, once FundraiserOne has synced the verifier. Each sync attempt is listed in Integration logs;
  • Members, the people who act for it, with their Account Status and Roles;
  • its Registration; and
  • Assigned Applications, the applications assigned to it that you can see.

From the record you can:

  • Resend invitation when nobody has signed in for the verifier yet.
  • Invite User to add someone. A person who already has an account, an applicant say, is added straight away and keeps what they had.
  • Grant Assessor Role so a member can also be chosen to score applications, with the same sign-in.
  • Profile on a member's row to open that person's profile.

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.