Managing My Account

Account Details

• Account Owner Orientation
• Partner Basics Guide
• How do I logout?
• How can I change my default account?
• How do I log into my account?
• How do I update my name and email address?

See all 8 articles

Technical Issues

• How do I update my computer time settings?
• Why am I receiving an "Invalid Endpoint" error message?
• Why can’t I see all of the information in the application?
• I’m having trouble viewing documents in Acceptd.
• Videos won't play
• I am having technical issues with the website

Updating Browsers

• What browsers do you support?
• How do I update my browser?

Passwords

• How do I change my password?
• What if I lose or forget my password?
• How do I reset a user's password?

Email Alerts

• How often are email notifications sent?
• How do I change my email notifications?

Managing my Organization

Reporting

• How can I view my progress to goal?
• Where are all of my applicants coming from?
• How do I use the submissions reporting chart?
• How can I figure out the estimated revenue my organization should expect?

Editing My Program(s)

• Video Tutorial: Program Details
• How do I update my landing page?
• What is the difference between the deadlines?
• How do I change an open date/deadline?
• How do I update a program's guidelines?
• How do I update a program's confirmation message?

See all 7 articles

Eligibility Requirements

• Video Tutorial: Managing Eligibility Requirements
• What are eligibility requirements?

Application Questions

• How do I create test applications?
• What are admin only questions?
• Video Tutorial: Managing Application Questions
• How do I disable options for a question?
• What are the various question types?
• Commonly Asked Questions

Recommendation Questions

• What does a Documentation Request look like to the recommender?
• Do recommenders have to create an account with Acceptd?
• How do recommendation requests work?

Rating Scales

• Video Tutorial: Managing Rating Scales
• What are the different types of rating scales?

Adjudication Details

• Video Tutorial: Managing Adjudication Details
• What are the Recommendation Buttons?
• What does Review Type mean?
• How does Assignment Type work?

Users & Roles

• Video Tutorial: Managing Users
• How do I add users?
• What are the different administrative permission levels on Acceptd?
• How do I update a user's role?
• How do I remove old Users from my account?

Supporting My Applicants

General

• How can I view the applicant experience?
• How do I allow an applicant to submit after the deadline?
• What happens when an applicant reaches out to me with a technical issue?

Media

• How do I upload media to my account?
• Helpful Media Troubleshooting Tips
• What are the file size limits for media?
• What file types do you accept?
• What if a file displays as 'Processing'?

Recommenders/References

• Can an Account Owner or Program Manager resend a recommendation email?
• A recommender sent me their information. Can I submit it for them?
• Guidelines for Recommenders and References
• Can I edit a recommender's email address?
• How do recommendation requests work?

Messaging

• Guide to Communicating with your Applicants
• How do I message applicants?
• How do I message my in progress applicants?
• What are template fields?
• How do I add or remove users from a messaging thread?
• What is the difference between the messaging tabs?

See all 9 articles

Managing My Submitted Applications

Edit Applications

• How do I replace an applicant's media file?
• How do I edit an application on behalf of an applicant?
• How do I allow applicants to submit additional media or make changes to their submitted application?
• How do I edit an application?

Manage Table View

• How do I create a default table view?
• What is saving my table view?
• How do I save my table view?
• How do I share my table view with others in my organization?
• How do I search for a specific criteria?

Tagging

• What are tags?
• How do I create a tag?
• How do I apply tags to my table?
• How do I remove a tag?
• How do I filter my tags?

Sorting/Filtering Data

• Video Tutorial: Managing Your Table View
• How do I add or remove columns?
• How do I order columns?
• How do I save my column choices?
• How do I sort columns?

Stages

• What are stages?
• How do I change the stage of a submission?
• What happens when I re-open an application or move it to a different application stage?

Exporting Data

• How do I export my table data?
• How do I set up an automatic daily export?
• How do I find an export that I previously exported?

Archived Submissions

• Archived Submissions

Adjudication (For Account Owners and Program Managers)

General

• How can I track my reviewers' progress?
• What are final decisions?
• Do applicants get notified of final decisions?
• How do I delete a comment?
• How do I make bulk recommendations/decisions?

Assigning Reviewers

• How do I assign programs to my users?
• How do I unassign users from programs?
• Should I assign reviewers to a whole program OR manually assign them from the submissions table?

Adjudication (For Reviewers)

Viewing the Applications

• Video Tutorial: Reviewer Basics
• Reviewer Guide
• Why can’t I see all of the information in the application?

Ratings and Comments

• Why can't I see/enter ratings?
• Who can see my feedback?
• How do I remove my rating?
• Can I change my ratings?
• How do I add My Rating to the Submissions Table?
• How do I input ratings or scores?

See all 9 articles

Sorting/Filtering Data

• How do I create a default table view?
• How do I keep track of my adjudication progress?
• How do I sort columns?
• How do I save my table view/column choices?
• How do I order columns?

Scheduling

Getting Started

• Video Tutorial + Guide: How It All Works
• How do I create a Group and Session?
• What are groups, sessions, and slots?

Scheduling Notifications

• How do I setup automatic scheduling notifications?
• What are the different notification conditions?

Scheduling Applicants

• How do I invite applicants to schedule themselves?
• How do I schedule an applicant?

Managing Your Schedule

• How can my reviewers access their schedules?
• How do I export my schedule?
• Scheduling Guide
• How do I use the timeslot table?
• How can I view the status of the applicants I've invited to schedule?

The Recruitment Network

Recruiting Applicants

• Recruit Messaging Tips
• What if I message someone who already submitted or started an application to my program?
• How do I know who I have messaged already in the Recruitment Network?