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BackedHelp Centre

Your organisation's members

Add and remove the people who act for your organisation, and let a colleague complete your quarterly returns for a while.

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The people who act for your organisation can apply on its behalf and see its applications. Manage Members lists them. It appears only when your organisation's registration type allows more than one person.

Labels that name Application use your organisation's own term if you've renamed it.

See your members

Select Manage Members. The table shows each person's Name, Email and Status:

  • Active — they've signed in.
  • Not yet signed in — they have an account but haven't used it here yet.
  • Invitation pending — they've been invited and haven't accepted.
  • Disabled — they can no longer sign in.

Add a member

  1. Select Add Member.
  2. Enter their First name, Last name and Email.
  3. Select Send invitation. You see Invitation sent to and their address.

Someone new gets an invitation email. Someone who already has a Backed account is added straight away and told in their notifications. There is nothing for them to accept.

Approve a request to join

When someone signs in with an address at your organisation's verified email domain, they can ask to join. Their request appears under Requests to join, with their name, email and the date they asked. Members who can invite people get a notification when a request arrives.

  • Select Approve to make them a member. They're added to the table and told in their notifications.
  • Select Decline to turn the request down.

If another member has already decided it, you see This request has already been approved or declined.

Propose an email domain

Under Propose an email domain, enter your organisation's own email domain, such as example.org.au, and select Propose domain. It shows as Proposed until the funder verifies it. Once it's verified, colleagues who sign in with a confirmed address at that domain are offered to join your organisation instead of registering it again.

Public email domains such as gmail.com can't be used, and a domain already added to an organisation can't be added again.

Remove a member

Select Remove on their row and confirm. They can no longer act for your organisation; their account is not deleted. You can't remove yourself here: to leave, use Leave organisation on your registration page.

Delegate your quarterly returns

If your organisation reports quarterly through Backed, Delegates lets you give a colleague your organisation's quarterly returns for a set time, for example while you are on leave. They can open your returns and nothing else, and every change they make is recorded. This appears only when it is turned on for your organisation.

  1. Select Delegates, then Give a delegation.
  2. Choose For which organisation, and enter Their email address. They need to be a member of a partner organisation here already.
  3. Set From and Until. A delegation lasts at most a year and ends on its own.
  4. Say Why, then select Give delegation.

Delegations you have given and Delegations you have received show each one as In force, Starts later, Window closed or Revoked. Select Revoke to end one early: they lose access straight away, and what they have already saved stays.

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.