Customize your system

Customize your system's appearance and workflows by adjusting text, styles, logos, application categories, and more.

  • An application category groups related applications, as well as triggers certain events (communications, etc.) related to the awarding process

  • An award period groups disbursements for easier identification and export

    • A fund period groups opportunities with similar funding sources to show overall financial information (e.g., available awards and funds)

  1. Set up branding: Customize site logos, email headers and footers, colors, and more

  2. Customize site content: Update site URL, site title, email addresses, and more

  3. Adjust custom text (optional): Update instructional text and labels for various parts of your system

  4. Set up communication templates (optional): Update wording and other details for system communications

  5. Manage application categories: Create new categories to adjust how applications move through your system

  6. Set up award periods (optional): Create award periods for easier identification and export of disbursements

  7. Set up fund periods (optional): Use fund periods to see overall financial information (available awards and funds) for related opportunities

  8. Set up stewardship branding(optional): Customize communications, emails, and URLs for Stewardship Management