If you have created a new cycle from scratch, we recommend that you access and apply to it as an applicant would.  This helps you to better understand what your applicants will experience and will better position you to answer questions they may have while applying.  You will want to do the following:
  1. Navigate to your GO Smart applicant portal (your domain plus gosmart.org)
  2. Click the “Click Here to create a new profile” link at the bottom of the home page OR click the Login tab in the navigation bar
  3. Click “Yes, I Agree” to the terms and conditions
  4. Fill out the registration form with your information, be sure to select the user type that is appropriate for the cycle you want to test.  If your cycle will be open to Individuals and Organizations, you don’t need to be concerned with this, but you may need to make two users, one Individual and one Organization so that you can test all cycles.
  5. Click Submit at the bottom of the page, you will now be logged in
  6. Navigate to the Current Programs & Applications tab and locate the cycle you want to test*
Your GO Smart applicant portal will be your domain (that you created with the GO Smart team) plus gosmart.org as shown here for the example agency, DSS.
Click this link or the similar link on the Login page to register as a user.
Navigate to the Login page if you already have a test user or if you want to click the “Click Here to create a new profile” link from that page. Once you navigate away from the Home page, you are led to the Login page by default.
*In order to test, your cycle needs to be in the Active Status and the dates need to be appropriate.  Do the following to ensure this:
  1. Login as an admin at admin.gosmart.org with your admin credentials
  2. Navigate to the Front End Manager > Program Cycles sub tab
  3. Select the Program and Cycle you are working on
  4. Change the Status drop down to Active
  5. Scroll down to the dates and ensure the Accept Applications date/time is in the past and the Deadline date/time is in the future.
Active status will display this cycle on the applicant’s Current Programs & Applications tab. Disabled status will hide it from that tab; admin and panelists will still be able to view disabled cycles.
Toggling to Yes will display a new field where you will enter your passcode; we recommend a single, simple word. Only applicants who enter the passcode in the Current Programs & Applications tab will view this cycle. Toggling this to No at anytime will remove the passcode and it will again be visible to all registered users.
 *We would also recommend that you give this cycle a Password while you work on it so that it is not open to all of your applicants. To do this, you will:
  1. Change the “Is this an invitation only program?” drop down to Yes (still at the Front End Manager > Program Cycles sub tab)
  2. Type a generic passcode, we recommend a single word or anything you’ll remember easily
  3. Click Update at the bottom of the page
  4. When you navigate back to the site where you are logged in as an applicant, navigate to the Current Programs & Applications tab, type in your Passcode in the top right corner, and you will now have access to this private cycle.
  5. After you have tested and you’re ready for applicants to view the cycle, you can change the “Is this an invitation only program?” drop down back to No.

NOTE: Adding a passcode is not retroactive; if an applicant has already accessed a cycle, they will continue to have access to it even after you create a passcode.  For this reason, we recommend creating the passcode before you even set the cycle to Active.

Enter the passcode you created into this field and you will be able to view and access your cycle.

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