Settings
Configuration for users, programs, workflow statuses and templates.
Users & roles
Alicia MonroeAdmin
Derrick HaleManager
Priya RamanStaff
Marcus WebbViewer
Permissions are planned per role; enforcement arrives with the backend.
Company profile
Status settings
New IntakeNeeds ReviewMore Information NeededQualifiedDeclinedWaitlistedApprovedTerms ProposedContract PendingActiveMonitoringCompletedFinal Report NeededPre-ArchiveArchivedClosed EarlyDefaulted
Program & form settings
Brand Awareness SubscriptionBrand Awareness Subscription Form
30-Day Premier Workshop Subscription30-Day Premier Workshop Form
Event PlanningEvent Planning Form
Commercial PropertyCommercial Property Form
GrantGrant Application Form
InterestInterest Intake Form
SponsorshipSponsorship Intake Form
Email & contract templates
Program form invitation email · Active
Monitoring reminder email · Active
Service / Grant / Loan agreement templates
Sponsorship & event agreement templates