Account-Level General Requirements

Administrators can input General Requirements to maintain consistency of basic requirements across all of an organization’s programs. The text entered in the General Requirements field will automatically appear in the Requirements program info tab in every program in the account.

How It Works

The text entered in the General Requirements field at the account level is automatically presented at the top of the Requirements tab (the second program information tab  in the application) in every one of an organization’s programs. This is especially helpful for those organizations that have the same set of requirements for ALL of their programs – applicant must be a 501(c)(3) organization, must have an office within city limits, etc. (The Requirements tab is, by default, the second program information tab.)

Text describing additional requirements that are unique to a specific program can be added in Program Setup, in the Program Summary tab.

How To Set It Up

  1. Navigate to the My Account page.
  2. Click the Account Details button.
  3. Scroll down to the bottom of that tab to add your text to the General Requirements field.

    Any text that you add to the General Requirements field will be displayed in every program in your organization’s account.

  4. Use the Applicant View in any of your programs to see how the General Requirements appear.
Want to learn even more?

All ZoomGrants administrators are invited to join our Tuesday Trainings – weekly training webinars that help administrators learn about how to set up and manage their programs. Learn more here.

Troubleshooting

Where can I see how the general requirements will appear?

Use the Applicant View in any of your programs to see how the General Requirements appear.

How can I remove the General Requirements section from a program to which those requirements don’t apply?

The General Requirements feature should be used to list only those requirements that apply to every program run by your organization. If the requirements don’t apply to some of your programs, don’t include those requirements in the General Requirements field and instead list out the individual requirements in the Requirements tab in the Program Summary tab.

I can’t see the Account Details tab. How can I add general requirements?

If you’re unable to see the Account Details tab on your My Account page, you are not a senior admin in your organization. Contact a senior admin and request their assistance in adding those general requirements.

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