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Getting Started
Getting Started
How to get support, configure basic system settings, and setup a new program in OpenWater
34 articles in this collection
Written by
Kunal Johar,
Zack Schwartz,
and
Joshua Wray
OpenWater Video Tutorial Training
Get a high level training of OpenWater with this video tutorial
Written by
Zack Schwartz
Updated over a week ago
Emails in OpenWater
An overview of how emails are managed and sent from OpenWater.
Written by
Joshua Wray
Updated over a week ago
OpenWater Support
How can I contact OpenWater when I need help?
Written by
Zack Schwartz
Updated over a week ago
Renewing Existing Program Checklist
Been a while? Get a refresher on what you need to do to get going on another year with OpenWater
Written by
Zack Schwartz
Updated over a week ago
Configure your basic system settings
Login to the administrative backend portal
Where to go as a staff member to login and manage OpenWater
Written by
Zack Schwartz
Updated over a week ago
Configure your organization information
Set your organization name, country, timezone, and default reply-to email address
Written by
Zack Schwartz
Updated over a week ago
Choose which fields should exist on a user account profile
The user profile has fields for accounts in OpenWater that can be configured
Written by
Zack Schwartz
Updated over a week ago
Manage administrator accounts and permissions for backend staff
Add additional users to help you run your programs
Written by
Zack Schwartz
Updated over a week ago
Personalize your home screen by setting favorites and tagging programs
The home screen was updated in Feb 2019. This article covers how to navigate and find programs
Written by
Kunal Johar
Updated over a week ago
Start a new program
Add a new program
Start a brand new program from scratch or choose from a template
Written by
Zack Schwartz
Updated over a week ago
Duplicate or clone an existing program
Starting a new cycle or year for a previous program. Avoid having to create a program from scratch.
Written by
Zack Schwartz
Updated over a week ago
Navigate the dashboard and access a program
Access the overview page to manage a program
Written by
Zack Schwartz
Updated over a week ago
Add another round to my existing program
Modify your workflow to add more rounds of judging
Written by
Zack Schwartz
Updated over a week ago
Set your program's submission and revenue goals
Keep track of how close you are to achieving your submission and revenue targets
Written by
Zack Schwartz
Updated over a week ago
Configure the deadline dates for submissions and judging
Choose when submissions and judging periods open and close for each round.
Written by
Zack Schwartz
Updated over a week ago
Advanced system settings and options
Manage Admin Permissions
Use permission settings to control which System and Program specific features your admins can access.
Written by
Joshua Wray
Updated over a week ago
OpenWater privacy policy and GDPR
Learn how to turn on GDPR privacy features
Written by
Zack Schwartz
Updated over a week ago
Security and Privacy Compliance Documentation
How to get OpenWater's PCI Certificate and SOC2 Audit Report
Written by
Kunal Johar
Updated over a week ago
Allow users to login with social media accounts
Applicants and judges can login with Facebook, Google, and LinkedIn
Written by
Zack Schwartz
Updated over a week ago
Change the default system phrases
Change 'Applicant' to 'Entrant' or 'Application' to 'Abstract', etc, etc.
Written by
Zack Schwartz
Updated over a week ago
Customize the system generated confirmation emails
Modify the default confirmation emails such as the invoice email and password reset emails
Written by
Zack Schwartz
Updated over a week ago
Customize the format of a submission ID
Randomize the submission ID, or append a category code.
Written by
Zack Schwartz
Updated over a week ago
Change the date format between American and UK styles
Is November 5th written as 11/5/2018 or 5/11/2018?
Written by
Zack Schwartz
Updated over a week ago
Brand your invoice or receipt PDF template
Add branding to your invoice PDF template
Written by
Zack Schwartz
Updated over a week ago
View log of sent, delivered, and opened emails
Track which emails are sent and opened by recipients as well as those that may have been marked as spam or dropped.
Written by
Zack Schwartz
Updated over a week ago
Enable captcha and password strength requirements with High Security Mode
Turn on captcha, set minimum length on passwords, and force auto-logout after 30 minutes of inactivity.
Written by
Zack Schwartz
Updated over a week ago
Advanced program settings and options
Change the name of a program
Edit program settings to change the name of a program to something else
Written by
Zack Schwartz
Updated over a week ago
Restrict applicant access to a program with a password
Require certain applicants to enter a password you specify in order to access the submission form for a program
Written by
Zack Schwartz
Updated over a week ago
Override the default system settings on a per program basis
Override default credit card processor, phrases, invoice template, and some system emails for a specific program.
Written by
Zack Schwartz
Updated over a week ago
Change the name of a round
Edit the round settings to change the name of a round
Written by
Zack Schwartz
Updated over a week ago
Delete a round
Remove a round from your workflow
Written by
Zack Schwartz
Updated over a week ago
Archive a program
Clean up your dashboard by archiving old programs or restore a program that you archived accidentally
Written by
Zack Schwartz
Updated over a week ago
Require applicants to pay for the submission prior to starting the submission form
Also known as pay-first or register-first workflow.
Written by
Zack Schwartz
Updated over a week ago
Emails from OpenWater are going to spam or junk folder
Ensure email deliverability and avoid spam
Written by
Zack Schwartz
Updated over a week ago