# Administrator Help Guides

- [Welcome to Tahua](/knowledge-base/administrator-help-guides/welcome-to-tahua.md): A little bit about us...
- [Getting Started](/knowledge-base/administrator-help-guides/getting-started.md): You've just signed up for your business to use Tahua, and we're here to help you make your grants management process as pain-free and seamless as possible.
- [Getting Started as an Administrator](/knowledge-base/administrator-help-guides/getting-started/getting-started-as-an-administrator.md)
- [Understanding the Typical Grant Workflow](/knowledge-base/administrator-help-guides/getting-started/understanding-the-typical-grant-workflow.md)
- [Setting up Your Organisation](/knowledge-base/administrator-help-guides/setting-up-your-organisation.md): If your organisation has just signed up to use Tahua to manage your grants process, there are some things you need to configure before you go live. This section explains these settings in more detail.
- [Configuration Settings](/knowledge-base/administrator-help-guides/setting-up-your-organisation/configuration-settings.md): Before you go live and invite others to access the system, please ensure you have reviewed your organisation settings.
- [Information Sharing Settings](/knowledge-base/administrator-help-guides/setting-up-your-organisation/configuration-settings/information-sharing-settings.md)
- [Application Settings](/knowledge-base/administrator-help-guides/setting-up-your-organisation/configuration-settings/application-settings.md)
- [Assessment Settings](/knowledge-base/administrator-help-guides/setting-up-your-organisation/configuration-settings/assessment-settings.md)
- [Contract Settings](/knowledge-base/administrator-help-guides/setting-up-your-organisation/configuration-settings/contract-settings.md)
- [Verifier & Institution Settings](/knowledge-base/administrator-help-guides/setting-up-your-organisation/configuration-settings/verifier-and-institution-settings.md): Institutions, Verifiers, Platforms, Commissioners...our customers all have the ability to configure this setting and define it based on what makes sense to their stakeholders.
- [Setting up your Organisation Brand Assets](/knowledge-base/administrator-help-guides/setting-up-your-organisation/setting-up-your-organisation-brand-assets.md)
- [Setting up SAML SSO with Microsoft Azure](/knowledge-base/administrator-help-guides/setting-up-your-organisation/setting-up-saml-sso-with-microsoft-azure.md)
- [Administrator Portal Overview](/knowledge-base/administrator-help-guides/administrator-portal-overview.md): Learn everything you need to know about the key features and navigation of the Tahua administration portal.
- [Administrator Portal](/knowledge-base/administrator-help-guides/administrator-portal-overview/administrator-portal.md): The Administrator Portal is your central hub for managing all aspects of your grant program in Tahua.
- [Administrator Dashboard](/knowledge-base/administrator-help-guides/administrator-portal-overview/administrator-dashboard.md): When you first log into the Administrator Portal, you'll see your Dashboard. This is your home base for monitoring activity across your grant program.
- [Template Management](/knowledge-base/administrator-help-guides/administrator-portal-overview/template-management.md): Organisations have the ability to use "Templates" to automate their workflows.
- [Using the Form Builder for Templates](/knowledge-base/administrator-help-guides/administrator-portal-overview/template-management/using-the-form-builder-for-templates.md): The form builder for templates works virtually the same across the board for the different workflows, however there are a few nuances (particularly for the "letters").
- [How to upload files for use in templates](/knowledge-base/administrator-help-guides/administrator-portal-overview/template-management/how-to-upload-files-for-use-in-templates.md)
- [Export Form Templates to PDF](/knowledge-base/administrator-help-guides/administrator-portal-overview/template-management/export-form-templates-to-pdf.md)
- [Change form template type](/knowledge-base/administrator-help-guides/administrator-portal-overview/template-management/change-form-template-type.md)
- [Personalisations in Email Templates](/knowledge-base/administrator-help-guides/administrator-portal-overview/template-management/personalisations-in-email-templates.md): Learn how to manage your email templates from content and formatting to Personalisations.
- [Template Locking](/knowledge-base/administrator-help-guides/administrator-portal-overview/template-management/template-locking.md)
- [Administrator Permissions & User Management](/knowledge-base/administrator-help-guides/administrator-permissions-and-user-management.md): When your organisation registers with Tahua to use the platform to manage your grants, you will receive an initial email directly from us to set up your first Administrator account.
- [Setting Up an Account in Tahua](/knowledge-base/administrator-help-guides/administrator-permissions-and-user-management/setting-up-an-account-in-tahua.md): Here you'll find all the information you need when it comes to signing in, setting up a new administrator, assessor, applicant, multi-user accounts, and troubleshooting potential problems.
- [Sign in to Tahua](/knowledge-base/administrator-help-guides/administrator-permissions-and-user-management/setting-up-an-account-in-tahua/sign-in-to-tahua.md): Quick and easy guide for the two different methods of signing in.
- [Invite a New Administrator](/knowledge-base/administrator-help-guides/administrator-permissions-and-user-management/setting-up-an-account-in-tahua/invite-a-new-administrator.md)
- [Invite a New Assessor](/knowledge-base/administrator-help-guides/administrator-permissions-and-user-management/setting-up-an-account-in-tahua/invite-a-new-assessor.md)
- [Invite a New Applicant](/knowledge-base/administrator-help-guides/administrator-permissions-and-user-management/setting-up-an-account-in-tahua/invite-a-new-applicant.md)
- [How to transfer applicant records](/knowledge-base/administrator-help-guides/administrator-permissions-and-user-management/setting-up-an-account-in-tahua/how-to-transfer-applicant-records.md)
- [How to unlock a user after too many password attempts](/knowledge-base/administrator-help-guides/administrator-permissions-and-user-management/setting-up-an-account-in-tahua/how-to-unlock-a-user-after-too-many-password-attempts.md)
- [Invite a User to an Existing Organisation](/knowledge-base/administrator-help-guides/administrator-permissions-and-user-management/setting-up-an-account-in-tahua/invite-a-user-to-an-existing-organisation.md)
- [Troubleshooting Applicant Invites](/knowledge-base/administrator-help-guides/administrator-permissions-and-user-management/setting-up-an-account-in-tahua/troubleshooting-applicant-invites.md)
- [User Multi-Role - Overview](/knowledge-base/administrator-help-guides/administrator-permissions-and-user-management/setting-up-an-account-in-tahua/user-multi-role-overview.md)
- [Profile Management for Administrators](/knowledge-base/administrator-help-guides/administrator-permissions-and-user-management/setting-up-an-account-in-tahua/profile-management-for-administrators.md)
- [Reset Password](/knowledge-base/administrator-help-guides/administrator-permissions-and-user-management/setting-up-an-account-in-tahua/reset-password.md): If you or one of your Users have forgotten your password, there are a couple of options to facilitate a reset of the password.
- [Managing Applicants and Users](/knowledge-base/administrator-help-guides/administrator-permissions-and-user-management/managing-applicants-and-users.md): Tahua is an authenticated system, which means all applicants must register before they can apply for funding.
- [The Notification System](/knowledge-base/administrator-help-guides/administrator-permissions-and-user-management/the-notification-system.md): An important features of the Dashboard is the notification system at the top of your screen.
- [Email Preferences](/knowledge-base/administrator-help-guides/administrator-permissions-and-user-management/email-preferences.md)
- [Email Logs](/knowledge-base/administrator-help-guides/administrator-permissions-and-user-management/email-logs.md): As an Administrator, you have the ability to see all the automated emails that have gone out to Applicants, Assessors, and other Administrators.
- [Admin Groups & Data Access Rules](/knowledge-base/administrator-help-guides/administrator-permissions-and-user-management/admin-groups-and-data-access-rules.md)
- [Registration Management](/knowledge-base/administrator-help-guides/registration-management.md): In order to use the Tahua platform, your applicants are required to sign-up to the secure Tahua system. To do this, they fill out a registration template, which is created by your Administrator/s.
- [What are Registration Templates?](/knowledge-base/administrator-help-guides/registration-management/what-are-registration-templates.md)
- [Understanding Registration vs Application Templates](/knowledge-base/administrator-help-guides/registration-management/understanding-registration-vs-application-templates.md): It's important to understand the difference when setting up the different template types in the Administrator section Tahua.
- [Registration Type Settings](/knowledge-base/administrator-help-guides/registration-management/registration-type-settings.md)
- [Accessing Registration Templates](/knowledge-base/administrator-help-guides/registration-management/accessing-registration-templates.md)
- [Creating Registration Templates](/knowledge-base/administrator-help-guides/registration-management/creating-registration-templates.md): The form builder for Registration Templates works exactly the same as for Application & Assessment templates. You have access to all the same field types and properties.
- [Transferring Applicant Records](/knowledge-base/administrator-help-guides/registration-management/transferring-applicant-records.md): From time to time, you may encounter Applicants that have signed up more than one on the Portal, and you may wish to consolidate their accounts. This article explains the process to do this.
- [Registration Email Templates](/knowledge-base/administrator-help-guides/registration-management/registration-email-templates.md): There are various email templates that recipients can receive which help streamline the Registration process, which all enable Admin to customise them.
- [Modifying Registration Templates After Launch](/knowledge-base/administrator-help-guides/registration-management/modifying-registration-templates-after-launch.md): If you've already had applicants fill in an existing registration template, but you now need to collect different/additional information from them, read on...
- [Checklist - Registrations](/knowledge-base/administrator-help-guides/registration-management/checklist-registrations.md): Ready for your Registration Template to go live? Ensure you've double checked the following:
- [Funding Rounds and Grant Management](/knowledge-base/administrator-help-guides/funding-rounds-and-grant-management.md): Once you have set up registration template/s (which enable prospective applicants to sign up to the Tahua portal), you are ready to create your first funding round.
- [Create a Grant Round](/knowledge-base/administrator-help-guides/funding-rounds-and-grant-management/create-a-grant-round.md)
- [Copy Grant Round](/knowledge-base/administrator-help-guides/funding-rounds-and-grant-management/copy-grant-round.md)
- [Edit Draft Grant Round](/knowledge-base/administrator-help-guides/funding-rounds-and-grant-management/edit-draft-grant-round.md)
- [Application Management](/knowledge-base/administrator-help-guides/funding-rounds-and-grant-management/application-management.md): This article provides an overview of Application administration functions that are available to Admins.
- [Manage Grant Rounds](/knowledge-base/administrator-help-guides/funding-rounds-and-grant-management/manage-grant-rounds.md): This article is for Administrators who would like to manage an existing grant.
- [Changing the funding round end date](/knowledge-base/administrator-help-guides/funding-rounds-and-grant-management/changing-the-funding-round-end-date.md): If you've set up a funding round, and decided during the round that you need to extend the end date, you can do this without having to unpublish and edit the funding round.
- [Multi-Stage Grant Rounds](/knowledge-base/administrator-help-guides/funding-rounds-and-grant-management/multi-stage-grant-rounds.md)
- [Applications](/knowledge-base/administrator-help-guides/applications.md)
- [Application Templates](/knowledge-base/administrator-help-guides/applications/application-templates.md): This article is for Administrators who would like to create and manage application form templates.
- [How to Manage Application Collaborators](/knowledge-base/administrator-help-guides/applications/how-to-manage-application-collaborators.md): This article covers how to manage Application Collaborators on behalf of an organisation (as the Administrator).
- [How to Create an Application on Behalf of an Applicant](/knowledge-base/administrator-help-guides/applications/how-to-create-an-application-on-behalf-of-an-applicant.md)
- [Exporting Applications](/knowledge-base/administrator-help-guides/applications/exporting-applications.md)
- [Checklist - Applications](/knowledge-base/administrator-help-guides/applications/checklist-applications.md): Ready for your Application Template to go live? Ensure you've double checked the following:
- [Editing Applications After Submission](/knowledge-base/administrator-help-guides/applications/editing-applications-after-submission.md): There are several options to collect more information and/or edit an Application after it has been submitted.
- [Unlock an Application](/knowledge-base/administrator-help-guides/applications/editing-applications-after-submission/unlock-an-application.md): If an application requires editing after submission, you have the option of "unlocking" the application and opening it up for the Applicant for a certain period of time.
- [Request More Information](/knowledge-base/administrator-help-guides/applications/editing-applications-after-submission/request-more-information.md): This article is for Administrators who would like to request additional information for an Application.
- [Applicant Requests to Edit](/knowledge-base/administrator-help-guides/applications/editing-applications-after-submission/applicant-requests-to-edit.md): After an Applicant has submitted their Application, they have the option to request to edit it.
- [Admin - Edit Application on Behalf of the Applicant](/knowledge-base/administrator-help-guides/applications/editing-applications-after-submission/admin-edit-application-on-behalf-of-the-applicant.md): If you're an Administrator and you want to edit an Application on behalf of the Applicant, these are the steps you would take to do so.
- [Assessments](/knowledge-base/administrator-help-guides/assessments.md)
- [Overview](/knowledge-base/administrator-help-guides/assessments/overview.md): This article is for Administrators who want to learn about the Assessment process.
- [Assessment Decisions](/knowledge-base/administrator-help-guides/assessments/assessment-decisions.md): This article describes how you can add a decision step to your Assessment workflow in order to collect if an Assessor wants to participate and undertake an Assessment.
- [Assessment Templates](/knowledge-base/administrator-help-guides/assessments/assessment-templates.md): This article is for Administrators who would like to create and manage assessment form templates.
- [Assessment Scoring](/knowledge-base/administrator-help-guides/assessments/assessment-scoring.md): Discover the different options available for Assessment & Application scoring.
- [Assessment Round Setup](/knowledge-base/administrator-help-guides/assessments/assessment-round-setup.md): Understand the steps to create an Assessment Round in Tahua.
- [Assessment Round Management](/knowledge-base/administrator-help-guides/assessments/assessment-round-management.md): This article describes the administration functions available on a Published Assessment Round.
- [Assessment Sharing](/knowledge-base/administrator-help-guides/assessments/assessment-sharing.md): This article explains how to share assessment information with Assessors, Applicants and/or Verifiers.
- [Assess Application as an Admin](/knowledge-base/administrator-help-guides/assessments/assess-application-as-an-admin.md): This article is for Administrators who would like to be an “Assessor” of a Grant
- [Conflict of Interest](/knowledge-base/administrator-help-guides/assessments/conflict-of-interest.md): This article is for Administrators who would like to understand how to manage conflicts of interest (COI) declarations in the assessment process.
- [Assessment Reporting](/knowledge-base/administrator-help-guides/assessments/assessment-reporting.md): The Reporting tool in the Tahua platform enables Admins to create customised reports, including reports which enable a summary/overview of assessments/assessment rounds.
- [How to combine assessments with different templates into a single report](/knowledge-base/administrator-help-guides/assessments/assessment-reporting/how-to-combine-assessments-with-different-templates-into-a-single-report.md)
- [Decisions](/knowledge-base/administrator-help-guides/decisions.md)
- [Decisions Overview](/knowledge-base/administrator-help-guides/decisions/decisions-overview.md): This article is for Administrators who want to make a decision on a Grant Application.
- [Create Decision](/knowledge-base/administrator-help-guides/decisions/create-decision.md): This article is for Administrators who would like to create a Funding Decision.
- [Decision Letter Templates](/knowledge-base/administrator-help-guides/decisions/decision-letter-templates.md): This article is for Administrators who want to create a new decision letter template while making a Decision.
- [Review Decision Request](/knowledge-base/administrator-help-guides/decisions/review-decision-request.md): This article is for Administrators who would like to review a funding decision for another Administrator.
- [Contracts](/knowledge-base/administrator-help-guides/contracts.md)
- [Overview](/knowledge-base/administrator-help-guides/contracts/overview.md)
- [Contract Templates](/knowledge-base/administrator-help-guides/contracts/contract-templates.md)
- [Setting up your Contract Template](/knowledge-base/administrator-help-guides/contracts/contract-templates/setting-up-your-contract-template.md)
- [Personalisations & Field Tags](/knowledge-base/administrator-help-guides/contracts/contract-templates/personalisations-and-field-tags.md): Learn about how you can use personalisations to pull through automatically, in order to build your own contract templates.
- [Contract Signatories](/knowledge-base/administrator-help-guides/contracts/contract-templates/contract-signatories.md): Depending on how you have set up your contracts, you can have Contracts between Funder & Applicant; Funder, Applicant & Verifier/Institution; or Funder & Verifier.
- [Funder - Applicant Contract](/knowledge-base/administrator-help-guides/contracts/contract-templates/contract-signatories/funder-applicant-contract.md): This article details how a Contract works that needs to be signed by a Funder (the Organisation) and an Applicant.
- [Funder - Applicant - Verifier Contract](/knowledge-base/administrator-help-guides/contracts/contract-templates/contract-signatories/funder-applicant-verifier-contract.md): This article details how a Contract works that needs to be signed by a Funder (the Organisation), a Verifier (Institution) and an Applicant.
- [Funder - Verifier Contract](/knowledge-base/administrator-help-guides/contracts/contract-templates/contract-signatories/funder-verifier-contract.md): This article details how a Contract works that needs to be signed by a Funder (the Organisation) and a Verifier (Institution).
- [Signing a Contract](/knowledge-base/administrator-help-guides/contracts/signing-a-contract.md): This page details how Applicants, Verifiers/Institutions and Admins go about signing a contract, after it has been sent.
- [Terminating a Contract](/knowledge-base/administrator-help-guides/contracts/terminating-a-contract.md): If a contract needs me to terminated (i.e. the Applicant has withdrawn and is no longer eligible for the funding), this process can be done in Tahua.
- [Milestones](/knowledge-base/administrator-help-guides/milestones.md)
- [Milestones Overview](/knowledge-base/administrator-help-guides/milestones/milestones-overview.md): This article is for Administrators who want to learn more about Milestones and Payments.
- [Milestone Templates](/knowledge-base/administrator-help-guides/milestones/milestone-templates.md): If you create a Milestone Template, you don't have to create your Milestones from scratch every time you issue a new Contract.
- [Create Singular Milestone](/knowledge-base/administrator-help-guides/milestones/create-singular-milestone.md): A Singular Milestone is when you create a Milestone for only one Application.
- [Create Milestone Batch](/knowledge-base/administrator-help-guides/milestones/create-milestone-batch.md): This article is for Administrators who would like to set up a Milestone Batch to create Milestones for multiple Applications at once.
- [Review a Milestone for an Admin](/knowledge-base/administrator-help-guides/milestones/review-a-milestone-for-an-admin.md): This article is for Administrators who have been requested to review a Milestone that has been created by another Administrator.
- [Manage Milestones](/knowledge-base/administrator-help-guides/milestones/manage-milestones.md): This article is for Administrators who would like to manage existing Milestones.
- [Milestone Invoices (Xero)](/knowledge-base/administrator-help-guides/milestones/milestone-invoices-xero.md): If you need to collect an Invoice from your Applicants within a Milestone, and want this to automatically push through to Xero via your Xero integration, follow the steps below.
- [Payments](/knowledge-base/administrator-help-guides/payments.md)
- [Payments Overview](/knowledge-base/administrator-help-guides/payments/payments-overview.md): Get a high level understanding of Payments in Tahua and how they work.
- [Create a Batch Payment](/knowledge-base/administrator-help-guides/payments/create-a-batch-payment.md): If you have multiple completed Milestones that are now sitting ready for payment — you can process them in a "Payment Batch".
- [Create a Payment Against One Milestone](/knowledge-base/administrator-help-guides/payments/create-a-payment-against-one-milestone.md): This article is for Administrators who would like to set up a Grant payment.
- [Payment Integrations](/knowledge-base/administrator-help-guides/payments/payment-integrations.md): If you're using Xero or QuickBook, you can integrate these with your Tahua account. This saves your organisation time, and means your Tahua records and Accounting records are constantly syncing.
- [Reports](/knowledge-base/administrator-help-guides/reports.md): Using the Reports function gives you the option to build various reports - depending on the information you want to gather.
- [Using Data Tables](/knowledge-base/administrator-help-guides/reports/using-data-tables.md): By ensuring you've set up your templates correctly, using Field Tags, you can create various tailored reports.
- [How to pull fields from different forms into a single report](/knowledge-base/administrator-help-guides/reports/how-to-pull-fields-from-different-forms-into-a-single-report.md)
- [Verifiers & Institutions](/knowledge-base/administrator-help-guides/verifiers.md)
- [Verifiers/Institutions - Overview](/knowledge-base/administrator-help-guides/verifiers/verifiers-institutions-overview.md): Institutions, Verifiers, Platforms, Commissioners...our customers all have the ability to configure this setting and define it based on what makes sense to their stakeholders.
- [Verifiers/Institutions - How it works](/knowledge-base/administrator-help-guides/verifiers/verifiers-how-it-works.md)
- [Verifier/Institution Email Templates](/knowledge-base/administrator-help-guides/verifiers/verifier-institution-email-templates.md): There are various email templates that recipients can receive which help streamline the Verifier/Institution process, which all enable Admin to customise them.
- [Verifier/Institution FAQs](/knowledge-base/administrator-help-guides/verifiers/verifier-institution-faqs.md)
- [Questions & Comments](/knowledge-base/administrator-help-guides/questions-and-comments.md): Need more help, or have feedback for us?