Registering

Before you can apply, the organisation needs to know who is applying. You register once, as an organisation or as an individual, and the organisation reviews your registration.

Get an account

You need a Backed account. One account works for every organisation that uses Backed.

From an invitation. Open the invitation email, enter your First name and Last name, choose a password, agree to the Terms of Use and select Accept invitation. The line under the terms links the Privacy Policy, which says how Backed handles your personal information.
From a join link. Some organisations share a link that lets you join with your mobile. Enter your mobile number, enter the code it sends you, and choose to apply for funding.
From a Landing Page. Select Apply on a grant's Landing Page and sign in.

Start your registration

After you sign in, you see Start your registration.
Under Registering as, choose the type that fits you. Organisation types are for groups, companies, clubs and other entities; individual types are for people applying as themselves.
For an organisation, enter the Organisation name.
Select Continue.
Answer the registration form. Your answers save as you go.
Select Submit registration. You see Your registration has been submitted.

If the page says There is no registration you can start here yourself, the organisation registers people itself: contact it.

Invited to collaborate on an application

If someone invited you to collaborate on their application, accepting the invitation brings you to You've been invited to collaborate on and the application's title, in place of Start your registration. The registration type is chosen for you from the invitation: a company gets the organisation's type, already filled with the company name it was given, and an individual gets the individual one. If the organisation offers more than one, choose under Registering as. Select Continue and answer the registration form as usual.

Use my Backed profile

If you keep an applicant profile at Backed and the organisation accepts Backed profiles, the registration form shows Use my Backed profile. It fills the form from your profile, and only with the answers you choose.

Select Use my Backed profile.
Read the Profile sharing notice and the organisation's privacy policy, both linked in the window.
If you keep more than one profile, choose the Profile to share.
Under Answers to share, untick any answer you do not want to share. Every answer is ticked to begin with. An answer listed Not shared – the question has changed cannot be shared, because the organisation now asks that question differently: answer it on the form.
Tick the box to confirm you have read the notice, then select Share and fill.

Nothing is shared until you select Share and fill. You then see Your answers are on their way. They appear below shortly., and the shared answers appear on the form marked From your Backed profile. The mark goes once you change the answer. The organisation holds what you shared under its own privacy policy. You can withdraw consent at any time under Sharing in your Backed account; that stops future sharing but does not remove what the organisation already holds.

If no Profile sharing notice is in force, Share and fill is unavailable until one is published.

Look up your ABN, NZBN or charity number

Where the organisation has turned the business registers on, the form looks your number up for you:

Enter your ABN or NZBN. Spaces are fine. If the number fails its check digit, the form says This ABN is not valid or This NZBN is not valid and looks nothing up.
Leave the field, or select Look up. A card under the field shows what the register holds: the entity's name and status (Active or Cancelled, Registered or Removed), its entity type, GST and DGR details, and Checked on with the date. For an ABN the ACNC Charity Register's answer is shown beside it; for an NZBN, the New Zealand Charities Register's.
For an NZBN you can also search the register by name: type at least 3 letters under Search the NZBN register by name, move through the entries with the arrow keys and press Enter, or select one. Its NZBN fills the field.
Where the organisation has linked a field to the New Zealand Charities Register's charity number, enter the number (CC and its digits) in that field. Its card shows the charity's name, Registered or Deregistered, and Checked on with the date. A number the register has no entry for says so, and you can still submit.

Answers the organisation has linked to the register fill in for you and are marked From the register. You can change them, unless the field says From the and the register's name: the organisation has locked it, and it stays as the register has it. An answer you have already typed is never replaced by an unlocked one.

If the register doesn't answer, the card says Not verified. Your answer is kept and you can carry on: select Try again, or leave it, and it is checked again later. A test organisation shows Sample register data instead of the register's own answer.

Join your organisation instead

If your organisation is already registered and the funder has verified its email domain, signing in with a confirmed address at that domain shows Join and your organisation's name before Start your registration:

Select Request to join to ask its members to add you. You see Your request to join and its name has been sent. Once a member or the funder approves it, you act for the organisation and are told in your notifications.
Select Register a different organisation to carry on to Start your registration as usual.

While it is reviewed

Until your registration is approved, the portal holds you on the registration page, which says where it stands:

Complete your registration — you haven't submitted it yet.
Your registration is being reviewed — wait for the organisation's decision.
Changes requested — the organisation has asked you to change the answers it marked. Its message is shown under Message from and the organisation's name. Change them and submit again.
Your registration wasn't approved — contact the organisation.
Your registration is approved — you can apply now.

Change your details later

Once approved, the registration page shows your details. Select Edit details, change what you need and select Save changes. Cancel drops the changes.

From the same page:

Invite users invites the people who will act for your organisation with you.
Leave organisation stops you acting for it. You can't leave if you are its only member.
Delete organisation deletes it and its registration. You can't delete one that has applications, contracts or milestones.

Register another organisation

Select + Create Another beside the organisation switcher to register another organisation or yourself. The new one becomes the one you are acting for.