How To Invite Users to Your Organization Account

Here are the steps applicant users should take to set up their Applicant Portal account before starting their opportunity application.

Prerequisite: Must be an Administrator user. The first user to register in an organization is an Administrator by default.

1. Open the Applicant Portal.
2. Click the logo in the top-left corner of any page.
   
3. Click Users.
   
4. Click + Add User.
   
5. Add the user’s Email Address.
   

     Warning: Each user must have a unique email address across all Applicant Portal accounts.

   
6. Select the user’s Role.
   • Administrator: Administrators can create, edit, delete, submit and withdraw applications; create and edit accounts; and add new users.
   • Editor: Editors can edit applications and update their account settings.
7. In the Contact Information section, add the user’s name, mailing address, and phone number. Required fields are marked with an asterisk (*).
8. Click Invite.