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Getting Started

Guides and articles for new users, especially new administrators.

User Guides 20

  • Gold Administrator Guide
  • Silver Administrator Guide
  • Bronze Administrator Guide
  • Administrator Guide to Reports and Data Exports
  • Applicant Guide
See all 20 articles

Use Case Examples 12

  • What's a "Use Case"?
  • Faculty Processes: Sabbatical or Scholarly Leave
  • Faculty Processes: Promotion and Tenure Decisions
  • Fellowships
  • No-Cost Extensions
See all 12 articles

Site Set Up and Onboarding 33

  • Site Set Up Checklist
  • Participating Organization Hierarchy Setup (Primary Organizations)
  • Participating Organization Uses
  • Overview of Microsites vs. Standalone Sites
  • Setting Up Single Sign-On (SSO)
See all 33 articles

Logging In 6

  • Login Process for Different Users
  • New Users - Logging into InfoReady for the First Time
  • Confirmation Email Not Activating Account
  • Set Password Email Sent to Internal (SSO) Users
  • Add Profile Information for New Users
See all 6 articles

Site Section Overviews 15

  • Homepage Overview
  • Create Tab Overview
  • Manage Tab Overview
  • Reviews Tab Overview
  • Applications Tab Overview
See all 15 articles

Launching Your First Opportunity 20

  • New Admins: Tips Before Launching
  • What InfoReady template should I use?
  • What can't be edited after launching?
  • Are instructions to applicant clear and complete?
  • Do you need to add a Co-Administrator?
See all 20 articles
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