In this section we will walk you through step-by-step instructions for creating your user account.
- Step 1: When you first access the site, and if you are not directed to the Login Welcome Page you will need to click the Login at the top right corner of your page.
- Step 2: This will direct you to the Login – Welcome screen.
- Step 3: Select the Create New Account button
- Step 4: Once you click the “Create New Account” button the Registration page will open:
- Step 5: On the Registration page enter the following details to create your user account:
Items marked with an * are required and must be completed.
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- First Name:
- Last Name:
- Date of Birth:
- Login ID: Enter a valid email ID, all communication will be sent to you at this email address.
- Password:
- Confirm Password
- Image Verification – Select the I’m not a robot, to be directed to the verification page. Select the appropriate tiles to verify you are a live person.
- Terms agreement: (Optional Field) If activated, click on the Terms of Service and Privacy Policy to view the terms agreement. Then select the box to agree to the terms.
- Step 6: Once you have completed all the required fields click the Submit button.
- Step 7: You will receive a status update message notifying you the account has been created and you can login with your new account. Click OK.
- Step 8: You will now be directed to the login page where you can log in to the site. You will also receive an email in your inbox for the email address you entered as your login id confirming the creation of your user account.
1.1 Logging into the site
- Step 1: When you first access the site and if you are not directed to the Login Welcome Page you will need to click the Login at the top right corner of your page.
- Step 2: This will direct you to the Login – Welcome screen.
- Step 3: Once you are at the Login Page log in with your user credentials
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- Password
If you receive an invalid entry message, you have entered either the wrong email or password information. Make sure that you did not add any additional spaces or characters in your email or password.
- Step 4: Click the Login button to log in.
- Step 5: This will direct you to your account dashboard.
The following Tabs are available on your dashboard:
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- Search Tab: Shows the funding sources available and allows you to search for funding to apply to.
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- My Applications Tab: Shows a listing of applications you have started and the current status of each. To access a started application, click on the name in the listing.
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- My Interest Cart: (Optional tab): if activated, allows you to add funding source applications that you want to apply for at a later time, or may not be currently available, into an interest cart. Once these become available you receive an email notification notifying you that they are available to apply to. You would then go to your interest cart locate that funding and click the apply button to begin your application form.
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- My Collaborations: (Optional Tab): if activated, when another applicant applies and asks you to collaborate on a section to complete on their behalf in their application form, their application form will be available under this tab where you will be able to click on it an access the collaborated section.
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- My Proxy Applications: (Optional tab): if activated, shows application forms you started or completed on behalf of someone else, showing the application name and the applicant you applied for. To access a proxy application, you can click on the application name in the My Proxy Applications.
1.1.1 What if I forgot my Password
- Step 1: Select the Forgot Password located on the Login Page.
- Step 2: Once you click the Forgot Password, a screen will appear asking you to enter your email address. Enter your email address and click Submit.
- Step 3: A message will appear notifying you that an email has been sent. Click OK.
- Step 4: Once you receive the email, click the “click here” link to be directed to the Create New Password screen.
- Step 5: Enter your New Password, and re-enter it in the Confirm Password. Click Submit.
- Step 6: You will receive a message asking if you are sure you want to change the password. Select Yes.
- Step 7: You will receive an additional message notifying you that the password has not been changed. Click Ok.
- Step 8: You will now be directed to the Login page where you can login using your new password.
1.2 Changing your Password
- Step 1: Log in to the Site using your current login credentials
- Step 2: From your account dashboard select the arrow located next to your name located at the top of the page.
- Step 3: This will open the profile dropdown menu.
- Step 4: Select Change Password
- Step 5: Enter your password information in the fields provided
- Enter your Old Password that you want to change
- Enter your New Password
- Re-Enter your new password again in the Confirm Password field
- Step 6: Once you completed entering the password information, click the Submit button to submit your new password.
- Step 7: You will receive a system alert confirming you want to change the password. Click Yes to continue.
- Step 8: You will receive an additional system alert notifying the password has been changed. Click Ok.
- Step 9: You will now be directed to the login page where you will need to login using your new Password.
1.3 View/Editing your Profile
- Step 1: Log in to the Site using your current login credentials
- Step 2: from your account dashboard select the arrow located next to your name located at the top of the page.
- Step 3: This will open the profile dropdown menu.
- Step 4: Select View/Edit Profile
- Step 5: The View/Edit Profile Information page will open
- Step 4: To edit an item simple click in that items field and change it.
- Step 5: Once you make all your changes, click the Save button.
- Step 6: You will receive a System Update notifying that you profile has been updated. Click Ok.
1.4 Deleting Your Account (If Activated)
If the ability to delete your account has been activated by the Site Administrator, you will be able to delete your profile account.
Important: Deleting your profile account will delete all data associated with that account, including all the application forms you’ve completed on the site.
If you do not see this function in the profile dropdown menu, then this feature has not been activated by your site administrator. If you wish to have your account removed, please contact the site administrator to have it deleted.
- Step 1: from your account dashboard select the arrow located next to your name located at the top of the page. This will open the profile dropdown menu.
- Step 2: Select the Delete Account You will receive a message confirming the deletion, select Yes to continue.
- Step 3: You will then be logged out of the site and your account will be deleted. You will no longer be able to log in with that account and all your application and profile data has been removed.
1.5 Logging Out of the Site
- Step 1: from your account dashboard select the arrow located next to your name located at the top of the page. This will open the profile dropdown menu.
- Step 2: Select the Logout and you will be logout of the site.