> For the complete documentation index, see [llms.txt](https://help.tahua.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.tahua.io/knowledge-base/~/revisions/VoOZ7GaW9D9MDusLEpUq/administrator-help-guides.md).

# Administrator Help Guides

- [Getting Started](https://help.tahua.io/knowledge-base/~/revisions/VoOZ7GaW9D9MDusLEpUq/administrator-help-guides/getting-started.md): Learn everything you need to know about the key features and navigation of the Tahua administration portal.
- [Administrator Portal Overview](https://help.tahua.io/knowledge-base/~/revisions/VoOZ7GaW9D9MDusLEpUq/administrator-help-guides/getting-started/administrator-portal-overview.md): Learn everything you need to know about the key features and navigation of the Tahua administration portal.
- [Administrator Permissions and Roles](https://help.tahua.io/knowledge-base/~/revisions/VoOZ7GaW9D9MDusLEpUq/administrator-help-guides/getting-started/administrator-permissions-and-roles.md): When your organisation registers with Tahua to use the platform to manage your grants, you will initially receive an email directly from us to set up your first Administrator account.
- [Managing Applicants and Users](https://help.tahua.io/knowledge-base/~/revisions/VoOZ7GaW9D9MDusLEpUq/administrator-help-guides/getting-started/administrator-permissions-and-roles/managing-applicants-and-users.md): Tahua is an authenticated system, which means all applicants must register before they can apply for funding.
- [Setting Up an Account in Tahua](https://help.tahua.io/knowledge-base/~/revisions/VoOZ7GaW9D9MDusLEpUq/administrator-help-guides/getting-started/administrator-permissions-and-roles/managing-applicants-and-users/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](https://help.tahua.io/knowledge-base/~/revisions/VoOZ7GaW9D9MDusLEpUq/administrator-help-guides/getting-started/administrator-permissions-and-roles/managing-applicants-and-users/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](https://help.tahua.io/knowledge-base/~/revisions/VoOZ7GaW9D9MDusLEpUq/administrator-help-guides/getting-started/administrator-permissions-and-roles/managing-applicants-and-users/setting-up-an-account-in-tahua/invite-a-new-administrator.md)
- [Invite a New Assessor](https://help.tahua.io/knowledge-base/~/revisions/VoOZ7GaW9D9MDusLEpUq/administrator-help-guides/getting-started/administrator-permissions-and-roles/managing-applicants-and-users/setting-up-an-account-in-tahua/invite-a-new-assessor.md)
- [Invite a New Applicant](https://help.tahua.io/knowledge-base/~/revisions/VoOZ7GaW9D9MDusLEpUq/administrator-help-guides/getting-started/administrator-permissions-and-roles/managing-applicants-and-users/setting-up-an-account-in-tahua/invite-a-new-applicant.md)
- [How to transfer applicant records](https://help.tahua.io/knowledge-base/~/revisions/VoOZ7GaW9D9MDusLEpUq/administrator-help-guides/getting-started/administrator-permissions-and-roles/managing-applicants-and-users/setting-up-an-account-in-tahua/how-to-transfer-applicant-records.md)
- [How to unlock a user after too many password attempts](https://help.tahua.io/knowledge-base/~/revisions/VoOZ7GaW9D9MDusLEpUq/administrator-help-guides/getting-started/administrator-permissions-and-roles/managing-applicants-and-users/setting-up-an-account-in-tahua/how-to-unlock-a-user-after-too-many-password-attempts.md)
- [Invite a user to an existing organisation](https://help.tahua.io/knowledge-base/~/revisions/VoOZ7GaW9D9MDusLEpUq/administrator-help-guides/getting-started/administrator-permissions-and-roles/managing-applicants-and-users/setting-up-an-account-in-tahua/invite-a-user-to-an-existing-organisation.md)
- [Troubleshooting Applicant Invites](https://help.tahua.io/knowledge-base/~/revisions/VoOZ7GaW9D9MDusLEpUq/administrator-help-guides/getting-started/administrator-permissions-and-roles/managing-applicants-and-users/setting-up-an-account-in-tahua/troubleshooting-applicant-invites.md)
- [User Multi-Role - Overview](https://help.tahua.io/knowledge-base/~/revisions/VoOZ7GaW9D9MDusLEpUq/administrator-help-guides/getting-started/administrator-permissions-and-roles/managing-applicants-and-users/setting-up-an-account-in-tahua/user-multi-role-overview.md)
- [Profile Management for Administrators](https://help.tahua.io/knowledge-base/~/revisions/VoOZ7GaW9D9MDusLEpUq/administrator-help-guides/getting-started/administrator-permissions-and-roles/managing-applicants-and-users/setting-up-an-account-in-tahua/profile-management-for-administrators.md)
- [The Notification System](https://help.tahua.io/knowledge-base/~/revisions/VoOZ7GaW9D9MDusLEpUq/administrator-help-guides/getting-started/the-notification-system.md): An important features of the Dashboard is the notification system at the top of your screen.
- [Administrator Dashboard Overview](https://help.tahua.io/knowledge-base/~/revisions/VoOZ7GaW9D9MDusLEpUq/administrator-help-guides/getting-started/administrator-dashboard-overview.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.
- [Setting Up an Account in Tahua](https://help.tahua.io/knowledge-base/~/revisions/VoOZ7GaW9D9MDusLEpUq/administrator-help-guides/getting-started/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](https://help.tahua.io/knowledge-base/~/revisions/VoOZ7GaW9D9MDusLEpUq/administrator-help-guides/getting-started/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](https://help.tahua.io/knowledge-base/~/revisions/VoOZ7GaW9D9MDusLEpUq/administrator-help-guides/getting-started/setting-up-an-account-in-tahua/invite-a-new-administrator.md)
- [Invite a New Assessor](https://help.tahua.io/knowledge-base/~/revisions/VoOZ7GaW9D9MDusLEpUq/administrator-help-guides/getting-started/setting-up-an-account-in-tahua/invite-a-new-assessor.md)
- [Invite a New Applicant](https://help.tahua.io/knowledge-base/~/revisions/VoOZ7GaW9D9MDusLEpUq/administrator-help-guides/getting-started/setting-up-an-account-in-tahua/invite-a-new-applicant.md)
- [How to transfer applicant records](https://help.tahua.io/knowledge-base/~/revisions/VoOZ7GaW9D9MDusLEpUq/administrator-help-guides/getting-started/setting-up-an-account-in-tahua/how-to-transfer-applicant-records.md)
- [How to unlock a user after too many password attempts](https://help.tahua.io/knowledge-base/~/revisions/VoOZ7GaW9D9MDusLEpUq/administrator-help-guides/getting-started/setting-up-an-account-in-tahua/how-to-unlock-a-user-after-too-many-password-attempts.md)
- [Invite a user to an existing organisation](https://help.tahua.io/knowledge-base/~/revisions/VoOZ7GaW9D9MDusLEpUq/administrator-help-guides/getting-started/setting-up-an-account-in-tahua/invite-a-user-to-an-existing-organisation.md)
- [Troubleshooting Applicant Invites](https://help.tahua.io/knowledge-base/~/revisions/VoOZ7GaW9D9MDusLEpUq/administrator-help-guides/getting-started/setting-up-an-account-in-tahua/troubleshooting-applicant-invites.md)
- [User Multi-Role - Overview](https://help.tahua.io/knowledge-base/~/revisions/VoOZ7GaW9D9MDusLEpUq/administrator-help-guides/getting-started/setting-up-an-account-in-tahua/user-multi-role-overview.md)
- [Profile Management for Administrators](https://help.tahua.io/knowledge-base/~/revisions/VoOZ7GaW9D9MDusLEpUq/administrator-help-guides/getting-started/setting-up-an-account-in-tahua/profile-management-for-administrators.md)
- [Registration Templates](https://help.tahua.io/knowledge-base/~/revisions/VoOZ7GaW9D9MDusLEpUq/administrator-help-guides/registration-templates.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?](https://help.tahua.io/knowledge-base/~/revisions/VoOZ7GaW9D9MDusLEpUq/administrator-help-guides/registration-templates/what-are-registration-templates.md)
- [Understanding Registration vs Application Templates](https://help.tahua.io/knowledge-base/~/revisions/VoOZ7GaW9D9MDusLEpUq/administrator-help-guides/registration-templates/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.
- [Accessing Registration Templates](https://help.tahua.io/knowledge-base/~/revisions/VoOZ7GaW9D9MDusLEpUq/administrator-help-guides/registration-templates/accessing-registration-templates.md)
- [Using the Form Builder for Registration Templates](https://help.tahua.io/knowledge-base/~/revisions/VoOZ7GaW9D9MDusLEpUq/administrator-help-guides/registration-templates/using-the-form-builder-for-registration-templates.md): The form builder for registration templates works exactly the same as for application & milestone templates. You have access to all the same field types and properties.
- [Modifying Registration Templates After Launch](https://help.tahua.io/knowledge-base/~/revisions/VoOZ7GaW9D9MDusLEpUq/administrator-help-guides/registration-templates/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...
- [Funding Rounds and Grant Management](https://help.tahua.io/knowledge-base/~/revisions/VoOZ7GaW9D9MDusLEpUq/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](https://help.tahua.io/knowledge-base/~/revisions/VoOZ7GaW9D9MDusLEpUq/administrator-help-guides/funding-rounds-and-grant-management/create-a-grant-round.md)
- [Copy Grant Round](https://help.tahua.io/knowledge-base/~/revisions/VoOZ7GaW9D9MDusLEpUq/administrator-help-guides/funding-rounds-and-grant-management/copy-grant-round.md)
- [Edit Draft Grant Round](https://help.tahua.io/knowledge-base/~/revisions/VoOZ7GaW9D9MDusLEpUq/administrator-help-guides/funding-rounds-and-grant-management/edit-draft-grant-round.md)
- [Application Management](https://help.tahua.io/knowledge-base/~/revisions/VoOZ7GaW9D9MDusLEpUq/administrator-help-guides/funding-rounds-and-grant-management/application-management.md)
- [Manage Grant Rounds](https://help.tahua.io/knowledge-base/~/revisions/VoOZ7GaW9D9MDusLEpUq/administrator-help-guides/funding-rounds-and-grant-management/manage-grant-rounds.md)
- [Multi-Stage Grant Rounds](https://help.tahua.io/knowledge-base/~/revisions/VoOZ7GaW9D9MDusLEpUq/administrator-help-guides/funding-rounds-and-grant-management/multi-stage-grant-rounds.md)
- [Applications](https://help.tahua.io/knowledge-base/~/revisions/VoOZ7GaW9D9MDusLEpUq/administrator-help-guides/applications.md)
- [Application Templates](https://help.tahua.io/knowledge-base/~/revisions/VoOZ7GaW9D9MDusLEpUq/administrator-help-guides/applications/application-templates.md): This article is for Administrators who would like to create and manage application form templates.
- [Request More Information](https://help.tahua.io/knowledge-base/~/revisions/VoOZ7GaW9D9MDusLEpUq/administrator-help-guides/applications/request-more-information.md)
- [Requests to Edit](https://help.tahua.io/knowledge-base/~/revisions/VoOZ7GaW9D9MDusLEpUq/administrator-help-guides/applications/requests-to-edit.md)
- [How to Manage Application Collaborators](https://help.tahua.io/knowledge-base/~/revisions/VoOZ7GaW9D9MDusLEpUq/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](https://help.tahua.io/knowledge-base/~/revisions/VoOZ7GaW9D9MDusLEpUq/administrator-help-guides/applications/how-to-create-an-application-on-behalf-of-an-applicant.md)
- [Exporting Applications](https://help.tahua.io/knowledge-base/~/revisions/VoOZ7GaW9D9MDusLEpUq/administrator-help-guides/applications/exporting-applications.md)
- [Assessments](https://help.tahua.io/knowledge-base/~/revisions/VoOZ7GaW9D9MDusLEpUq/administrator-help-guides/assessments.md)
- [Overview](https://help.tahua.io/knowledge-base/~/revisions/VoOZ7GaW9D9MDusLEpUq/administrator-help-guides/assessments/overview.md)
- [Assessment Decisions](https://help.tahua.io/knowledge-base/~/revisions/VoOZ7GaW9D9MDusLEpUq/administrator-help-guides/assessments/assessment-decisions.md)
- [Assessment Templates](https://help.tahua.io/knowledge-base/~/revisions/VoOZ7GaW9D9MDusLEpUq/administrator-help-guides/assessments/assessment-templates.md)
- [Assessment Scoring](https://help.tahua.io/knowledge-base/~/revisions/VoOZ7GaW9D9MDusLEpUq/administrator-help-guides/assessments/assessment-scoring.md)
- [Assessment Round Setup](https://help.tahua.io/knowledge-base/~/revisions/VoOZ7GaW9D9MDusLEpUq/administrator-help-guides/assessments/assessment-round-setup.md)
- [Assessment Round Management](https://help.tahua.io/knowledge-base/~/revisions/VoOZ7GaW9D9MDusLEpUq/administrator-help-guides/assessments/assessment-round-management.md)
- [Assessment Sharing](https://help.tahua.io/knowledge-base/~/revisions/VoOZ7GaW9D9MDusLEpUq/administrator-help-guides/assessments/assessment-sharing.md)
- [Assess Application as an Admin](https://help.tahua.io/knowledge-base/~/revisions/VoOZ7GaW9D9MDusLEpUq/administrator-help-guides/assessments/assess-application-as-an-admin.md)
- [Conflicts of Interest](https://help.tahua.io/knowledge-base/~/revisions/VoOZ7GaW9D9MDusLEpUq/administrator-help-guides/assessments/conflicts-of-interest.md)
- [Contracts & Agreements](https://help.tahua.io/knowledge-base/~/revisions/VoOZ7GaW9D9MDusLEpUq/administrator-help-guides/contracts-and-agreements.md)
- [Overview](https://help.tahua.io/knowledge-base/~/revisions/VoOZ7GaW9D9MDusLEpUq/administrator-help-guides/contracts-and-agreements/overview.md)
- [How are bank accounts handled?](https://help.tahua.io/knowledge-base/~/revisions/VoOZ7GaW9D9MDusLEpUq/administrator-help-guides/contracts-and-agreements/how-are-bank-accounts-handled.md)
- [Contract Templates](https://help.tahua.io/knowledge-base/~/revisions/VoOZ7GaW9D9MDusLEpUq/administrator-help-guides/contracts-and-agreements/contract-templates.md)
- [Decisions](https://help.tahua.io/knowledge-base/~/revisions/VoOZ7GaW9D9MDusLEpUq/administrator-help-guides/decisions.md)
- [Decisions Overview](https://help.tahua.io/knowledge-base/~/revisions/VoOZ7GaW9D9MDusLEpUq/administrator-help-guides/decisions/decisions-overview.md)
- [Create Decision](https://help.tahua.io/knowledge-base/~/revisions/VoOZ7GaW9D9MDusLEpUq/administrator-help-guides/decisions/create-decision.md)
- [Decision Letter Templates](https://help.tahua.io/knowledge-base/~/revisions/VoOZ7GaW9D9MDusLEpUq/administrator-help-guides/decisions/decision-letter-templates.md)
- [Review Decision Request](https://help.tahua.io/knowledge-base/~/revisions/VoOZ7GaW9D9MDusLEpUq/administrator-help-guides/decisions/review-decision-request.md)
- [Email Templates](https://help.tahua.io/knowledge-base/~/revisions/VoOZ7GaW9D9MDusLEpUq/administrator-help-guides/email-templates.md)
- [Form Building](https://help.tahua.io/knowledge-base/~/revisions/VoOZ7GaW9D9MDusLEpUq/administrator-help-guides/form-building.md)
- [How to upload files for use in templates](https://help.tahua.io/knowledge-base/~/revisions/VoOZ7GaW9D9MDusLEpUq/administrator-help-guides/form-building/how-to-upload-files-for-use-in-templates.md)
- [Export Form Templates to PDF](https://help.tahua.io/knowledge-base/~/revisions/VoOZ7GaW9D9MDusLEpUq/administrator-help-guides/form-building/export-form-templates-to-pdf.md)
- [Change form template type](https://help.tahua.io/knowledge-base/~/revisions/VoOZ7GaW9D9MDusLEpUq/administrator-help-guides/form-building/change-form-template-type.md)
- [Template Locking](https://help.tahua.io/knowledge-base/~/revisions/VoOZ7GaW9D9MDusLEpUq/administrator-help-guides/form-building/template-locking.md)
- [Milestones](https://help.tahua.io/knowledge-base/~/revisions/VoOZ7GaW9D9MDusLEpUq/administrator-help-guides/milestones.md)
- [Milestones Overview](https://help.tahua.io/knowledge-base/~/revisions/VoOZ7GaW9D9MDusLEpUq/administrator-help-guides/milestones/milestones-overview.md): This article is for Administrators who want to learn more about Milestones and Payments.
- [Milestone Templates](https://help.tahua.io/knowledge-base/~/revisions/VoOZ7GaW9D9MDusLEpUq/administrator-help-guides/milestones/milestone-templates.md)
- [Create Singular Milestone](https://help.tahua.io/knowledge-base/~/revisions/VoOZ7GaW9D9MDusLEpUq/administrator-help-guides/milestones/create-singular-milestone.md)
- [Create Milestone Batch](https://help.tahua.io/knowledge-base/~/revisions/VoOZ7GaW9D9MDusLEpUq/administrator-help-guides/milestones/create-milestone-batch.md)
- [Review a Milestone for an Admin](https://help.tahua.io/knowledge-base/~/revisions/VoOZ7GaW9D9MDusLEpUq/administrator-help-guides/milestones/review-a-milestone-for-an-admin.md)
- [Manage Milestones](https://help.tahua.io/knowledge-base/~/revisions/VoOZ7GaW9D9MDusLEpUq/administrator-help-guides/milestones/manage-milestones.md)
- [Organisation](https://help.tahua.io/knowledge-base/~/revisions/VoOZ7GaW9D9MDusLEpUq/administrator-help-guides/organisation.md)
- [Logos and Favicons](https://help.tahua.io/knowledge-base/~/revisions/VoOZ7GaW9D9MDusLEpUq/administrator-help-guides/organisation/logos-and-favicons.md)
- [Setting up SAML SSO with Microsoft Azure](https://help.tahua.io/knowledge-base/~/revisions/VoOZ7GaW9D9MDusLEpUq/administrator-help-guides/organisation/setting-up-saml-sso-with-microsoft-azure.md)
- [Payments](https://help.tahua.io/knowledge-base/~/revisions/VoOZ7GaW9D9MDusLEpUq/administrator-help-guides/payments.md)
- [Payments Overview](https://help.tahua.io/knowledge-base/~/revisions/VoOZ7GaW9D9MDusLEpUq/administrator-help-guides/payments/payments-overview.md)
- [Create a Batch Payment](https://help.tahua.io/knowledge-base/~/revisions/VoOZ7GaW9D9MDusLEpUq/administrator-help-guides/payments/create-a-batch-payment.md)
- [Create a Payment Against One Milestone](https://help.tahua.io/knowledge-base/~/revisions/VoOZ7GaW9D9MDusLEpUq/administrator-help-guides/payments/create-a-payment-against-one-milestone.md)
- [Reports](https://help.tahua.io/knowledge-base/~/revisions/VoOZ7GaW9D9MDusLEpUq/administrator-help-guides/reports.md)
- [How to combine assessments with different templates into a single report](https://help.tahua.io/knowledge-base/~/revisions/VoOZ7GaW9D9MDusLEpUq/administrator-help-guides/reports/how-to-combine-assessments-with-different-templates-into-a-single-report.md)
- [How to pull fields from different forms into a single report](https://help.tahua.io/knowledge-base/~/revisions/VoOZ7GaW9D9MDusLEpUq/administrator-help-guides/reports/how-to-pull-fields-from-different-forms-into-a-single-report.md)
- [Registration Types](https://help.tahua.io/knowledge-base/~/revisions/VoOZ7GaW9D9MDusLEpUq/administrator-help-guides/registration-types.md)
- [Add a new registration type](https://help.tahua.io/knowledge-base/~/revisions/VoOZ7GaW9D9MDusLEpUq/administrator-help-guides/registration-types/add-a-new-registration-type.md)
- [Verifiers](https://help.tahua.io/knowledge-base/~/revisions/VoOZ7GaW9D9MDusLEpUq/administrator-help-guides/verifiers.md)
- [Verifiers - Overview](https://help.tahua.io/knowledge-base/~/revisions/VoOZ7GaW9D9MDusLEpUq/administrator-help-guides/verifiers/verifiers-overview.md)
- [Verifiers - How it works](https://help.tahua.io/knowledge-base/~/revisions/VoOZ7GaW9D9MDusLEpUq/administrator-help-guides/verifiers/verifiers-how-it-works.md)