{"id":328,"date":"2017-08-09T17:31:50","date_gmt":"2017-08-09T17:31:50","guid":{"rendered":"http:\/\/help.zoomgrants.com\/?post_type=ht_kb&p=328"},"modified":"2025-05-27T14:38:19","modified_gmt":"2025-05-27T20:38:19","slug":"zg-app-overview","status":"publish","type":"ht_kb","link":"https:\/\/help.zoomgrants.com\/index.php\/zgu\/zg-app-overview\/","title":{"rendered":"ZoomGrants: An Overview"},"content":{"rendered":"\t\t
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ZoomGrants offers a web-based system<\/b><\/span> designed to simplify online application management for organizations. Whether you\u2019re an Applicant, Collaborator, Administrator, or Reviewer<\/b><\/span>, ZoomGrants has tailored features for you.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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Key User Roles <\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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Applicants<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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  • Create an account tied to a single organization or individual<\/b>.<\/li>
  • Use the Collaborator feature<\/b> to invite others to specific applications.<\/li>
  • Submit applications through your account and manage them over time.<\/li>
  • Use a generic email<\/b> if multiple people will manage the account.<\/li><\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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    Collaborators<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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    • Invited by Applicants<\/b><\/span> to work on specific applications.<\/li>
    • Access limited sections of the application as controlled by the Applicant.<\/li>
    • Cannot create or submit applications; must use a separate Applicant account<\/b><\/span> if needed.<\/li><\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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      Administrators<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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      • Set up and manage programs that receive applications.<\/li>
      • Admin accounts are created by other admins in your organization.<\/li>
      • Use different email addresses for separate accounts if you\u2019re also a Reviewer or Applicant.<\/li><\/ul>

        Admin support:<\/b><\/span> adminquestions@zoomgrants.com<\/p>

        General support:<\/b><\/span> questions@zoomgrants.com<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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        Reviewers<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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        • Accounts are created and managed by Administrators<\/b><\/span>.<\/li>
        • Need separate accounts for each organization they review for (use alternate emails if needed).<\/li><\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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          Administering Programs<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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          ZoomGrants makes it simple for Administrators<\/b>\u00a0to manage programs through a three-phase process<\/b>:<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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          Application Phase<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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          • Start by setting up your application in ZoomGrants.\u00a0\u00a0<\/li>
          • Supplement the standard questions (Applicant Name, Application Title, Amount Requested, etc.) with custom elemonts such as:<\/li><\/ul>

            Personalized Application Questions
            Budget
            Tables
            Document Requests<\/p>

            • Before launching, test the application<\/b>\u00a0to ensure a smooth applicant experience and prepare to receive submissions.<\/li><\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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              Review Phase<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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              • Configure review settings tailored to your program’s needs.\u00a0\u00a0<\/li>
              • Set up your Review Committee to collaborate on evaluations.\u00a0\u00a0<\/li>
              • Create Scoring Questions to guide the assessment of applications.\u00a0\u00a0<\/li>
              • Hold review meetings to determine which applicants to select for funding.<\/li><\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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                Post-Decision Phase<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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                Once decisions are made, prepare for the next steps:<\/p>

                • Set up Reports to track progress.\u00a0<\/li>
                • Manage Invoices and Payments to ensure smooth fund disbursement.<\/li>
                • Create Contracts for approved applicants.<\/li><\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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                  System Features<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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                  • Web-based and accessible <\/b>via any recent version of Chrome, Firefox, or Safari<\/span><\/li>
                  • Tab system<\/b> keeps the interface organized – click tabs directly or use Next\/Previous buttons to navigate.<\/li>
                  • The auto-save feature<\/strong> ensures that data is saved as you work, except in specific admin areas, such as creating and editing questions.<\/li>
                  • Completion check <\/b>during submission highlights missing answers or documents<\/li><\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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                    Troubleshooting and Support<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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                    • If the “Saving” screen flashes continuously,<\/strong> try reloading the page or checking\u00a0your online connection.<\/li>
                    • Before submitting, ensure all required fields and documents are completed to avoid errors.<\/li>
                    • Support Desk:\u00a0<\/strong>Submit a ticket or contact support during office hours (8 am-5 pm MST, Monday-Friday).<\/li><\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"

                      ZoomGrants offers a web-based system designed to simplify online application management for organizations. Whether you\u2019re an Applicant, Collaborator, Administrator, or Reviewer, ZoomGrants has tailored features for you. Key User Roles Applicants Create an account tied to a single organization or individual. Use the Collaborator feature to invite others to specific…<\/p>\n","protected":false},"author":3,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht-kb-category":[17,29,32,37,18,38],"ht-kb-tag":[128,80],"class_list":["post-328","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-for-admins","ht_kb_category-getstartedapplicant","ht_kb_category-overviewadmin","ht_kb_category-reviewers","ht_kb_category-applicantkbs","ht_kb_category-all","ht_kb_tag-5-27-25","ht_kb_tag-program-setup"],"_links":{"self":[{"href":"https:\/\/help.zoomgrants.com\/index.php\/wp-json\/wp\/v2\/ht-kb\/328","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.zoomgrants.com\/index.php\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/help.zoomgrants.com\/index.php\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/help.zoomgrants.com\/index.php\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/help.zoomgrants.com\/index.php\/wp-json\/wp\/v2\/comments?post=328"}],"version-history":[{"count":30,"href":"https:\/\/help.zoomgrants.com\/index.php\/wp-json\/wp\/v2\/ht-kb\/328\/revisions"}],"predecessor-version":[{"id":3542,"href":"https:\/\/help.zoomgrants.com\/index.php\/wp-json\/wp\/v2\/ht-kb\/328\/revisions\/3542"}],"wp:attachment":[{"href":"https:\/\/help.zoomgrants.com\/index.php\/wp-json\/wp\/v2\/media?parent=328"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/help.zoomgrants.com\/index.php\/wp-json\/wp\/v2\/ht-kb-category?post=328"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/help.zoomgrants.com\/index.php\/wp-json\/wp\/v2\/ht-kb-tag?post=328"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}