04. Update General Site Settings

The following settings will come preset, but can be changed by client:
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*Denotes a required field

*TitleTitle of the Page Tab at the top of the page in your browser, it will appear as CommunityForce – (title)update2
*SignatureDefaultSignature that is used in the Email Templates when you select the Signature Merge Field. However this signature can be overwritten, if a signature is entered in the Funding Source Set Up section of the system. The funding source’s Email Signature will then take priority over this signature in email templates directly tied to Funding sources. *Date FormatThe format of the date that you want the system to use. (I.e. mm/dd/yyyy or dd/mm/yyyy, etc.) This will be the date format value used for all date fields you enter in your application.
Restricted Domains To Register With:
Currency Symbol: When a required value is a numeric currency value it is suggested that you use the Currency question type to allow for the formatting of the value in to a currency format. You can set the type of currency format for your application values. Can only be one type of currency. (i.e. $ for U.S. dollar or for the euro)
Footer Note: a footer statement is added to the bottom of the login screen. (I.e. Best viewed in 480×70. (6.1). The (6.1) refers to which version of the software you are currently on.)
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Admin Help URL: CommunityForce populates this field with the url to go directly to our Client Support Portal. All you have to do is click on the Help Link in the Admin Dashboard.
Applicant Help URL: if you currently publish a Help Guide for your applicants you can insert the link here and when your applicants click on the link in their dashboard it will be direct them to the page on your website.
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Logout URL: Redirects the user to this URL when they log out. This will override any Logout URL you use in a specific application in the General Information when you set up a form. Leave blank if you plan on using the URL option in your form.

Contact Us: Enter an email address that the applicant can use to contact someone directly for assitance. This email address will be linked to the Contact Link in the applicant dashboard footer. When an applicant clicks on it it will open their email and they can send a direct message to that contact person.

Tip: Best practice is to create a separate email account instead of using your personal business email so that you can manage the emails that come in. For example create a new email scholarships@yourorganization.org. Add the mailbox to your Outlook Account.
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Fund Label: TheCommunityForce system is used by organizations that provide different types of funding sources. (i.e. scholarship, fellowship, grants, competitions, etc.) Therefore, each organization has the ability to change the name of items that have a funding source labeling to a name that better suits the organization. When entering label names do not use apostrophes in the name, however, you can use / or (). Examples of labeled items are as follows:
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bulitNote: This does not change the name of the Administrator’s Dashboard Icons – For information on how to customizing Icons, see Control Mapping Settings

 

Theme: Sets the color scheme for title banners and buttons within the site to better match your organization’s color scheme. Select a color from the drop down.

Enable User Creation using CF  this will allow your applicants to create their user profile. This control should be selected as NO if you are using Single Sign On Authentication.

Call External System to Update Data  this feature is used in integration with an external system in order to exchange data with external systems. By default this will be set to NO.

Enable Application Publishing use Yes to show the Published Checkbox option on the Create New Application. NO will hide the published Checkbox option.

Disable Section Locks for Admins (default is No) – After an application has been submitted by an applicant, all questions are grayed out and the administrator is not able to make changes to an applicant’s application. If you wish to disable this feature then Staff Sections are not affected by this lock.

Select Yes –to allow the administrator to make changes after submittal
Select No to not allow the administrator to make changes after submittal.

Display SSO ID on All Screens – this will allow your applicants to sign in using Single Sign ON Authentication or Create their user profile. This control should be selected as NO if you are not using Single Sign On Authentication.
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If you have made any changes to your system at this point, we recommend you hit the Save button.
SaveSave changes and return back to Administration Dashboard
Save and Exit  Save changes and return to the Administration Dashboard
Cancel – Clears all data from the fields.
ExitUndo changes and return to the Administration Dashboard
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1.4.1Default Page Options in General Settings
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Default Page: This is the default page that an applicant sees as they first enter the CommunityForce site. The following options are available:

1. Search When entering the CommunityForce site the applicant first lands on a search screen
that they can search for available funding sources using one or all of the following search option sections:
Search by Keyword, Search by Eligibility Criteria, and/or Search by Sponsor Organization. Once they search, they are directed to a funding source listing page that list all the funding sources that meet the criteria they selected, they can then click on a funding source to view additional details and/or apply for that funding source. You must have at least one of these search options enabled to be able to use the Search screen as your Default page. (Below is an example of the Search screen with all the section options enabled)
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2. Login page Shows login page first, then applicant once they login will be directed to the:
Search page to then search for funding sources using one or all of the following search option sections:
Search by Keyword, Search by Eligibility Criteria, and/or Search by Sponsor Organization. Once they search, they are directed to a funding source listing page that list all the funding sources that meet the criteria they selected, they can then click on a funding source to view additional details and/or apply for that funding source. You must have at least one of these search options enabled to be able to use the Search screen as your Default page.
3. Application List Page  Shows a listing of only the active funding sources/applications that 
are currently available to apply for. (No search option screen will appear) Applicant can click on the specific funding source and be directed to a login in screen to continue with logging in to apply for the specific funding source. (Used mainly with organizations that only have a few funding sources active to apply for). Below is an example of the Application List default page:update11

Enable Search by Keyword – (Only available if using the Default page: Search or Login). Allows the applicant to enter a keyword to search on and locate funding sources that contain that keyword.
Yes Activates the section so that an applicant can enter a keyword to find a funding source available.
No Turns this section off and will not show on the Search Options page.
Enable Search by Eligibility Criteria: (Only available if using the Default page: Search or Login)If using the Search Criteria Filters option of this system, an applicant can search for funding sources based on pre-determined sets of eligibility criteria.
Yes Activates the section so that an applicant can search specific eligibility criteria to locate a funding source they may be eligible to apply for.
No Turns this section off and will not show on the Search Options page.
Enable Search by Sponsor Organization: (Only available if using the Default page: Search or Login) If your organization maintains funding sources for multiple organizations/departments, then an applicant can search for funding sources available by specific organizations/departments.
Yes Activates the section so that an applicant can search on a pre-determined listing of organizations to locate specific funding sources offered by that organization/department.
No Turns this section off and will not show on the Search Options page
Enable Global Search for Applicants: This will activate a search feature that will appear in the header at the upper right hand corner of the Admin’s dashboard. This allows for a global search of an applicant across all your applications. This is useful when having multiple applications on your site, and trying to locate applicants that you are not sure what applications they have applied for. 
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Yes will activate this feature.
No will turn the feature off.
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Don’t forget to save your work!
SaveSave changes and return back to Administration Page
Save and Exit  Save changes and return to the previous page
Cancel – Clears all data from the fields
ExitUndo changes and return to the previous page when making changes to Site Settings it is important to save any changes you have made in order for them to take effect.
1.4.6Login Instructions
Login Instructions: This will allow the administrator to create Instructions on the login page for applicants before they can login. You can use the Design Mode to edit exactly the same way as Microsoft Word in the editor box. Simply type the information into the editor. Or you can use the HTML Text function to create instructions using HTML tags.
Suggested Login Instructions:
Welcome to the Scholarship Database 
New Applicants/First Time Users: To begin a new application click the “Create New Account” button below. Your account will be created and tied to your email address.
Existing Applicants: Enter your Username and Password to complete the application. (This is your email address and password used to set up your account.)
Forgot Password:
Click on“Forgot Password” and enter your Login email address to reset the password. An email will be sent to you to reset your password.