# Setting up Atom for your Institution

Setting up Atom Grants for your institution is easy thanks to our onboarding portal. Just follow the steps to get set up for success. Once you have completed Phase 1 the rest of the platform will unlock.

<figure><img src="/files/OmmdviiURp7jQBiYorwB" alt=""><figcaption><p>Onboarding portal</p></figcaption></figure>

## Inviting new researchers and administrators

Admins can invite new researchers or administrators to join their organization using the '+ Add Users' button on the Admin Dashboard. &#x20;

<figure><img src="/files/Ti2WJtAQMveRkW4rRCCu" alt=""><figcaption><p>'+ Add Users' button</p></figcaption></figure>

### Adding an individual

Clicking 'Add Researcher' (or Admin) will open a modal form. You are required to enter their Name, Email, Department, Job Title. If you don't want the researcher to receive any email communications from us you must unselect 'Send Invite'. This will create the profile but not send an invite. This can be turned on later as shown [here](/for-grant-administrators/managing-researchers.md).

<figure><img src="/files/StvMTbXT00jnPDdf8vDY" alt=""><figcaption><p>Add Researcher Form</p></figcaption></figure>

Here is an example of the invite email sent to new users:&#x20;

<figure><img src="/files/xnTZrHDoLFz8iykb4PZR" alt="" width="563"><figcaption><p>Atom institutional invite email</p></figcaption></figure>

<mark style="background-color:yellow;">⚠️</mark> <mark style="background-color:yellow;"></mark>*<mark style="background-color:yellow;">Note: Some Organizations have had issues with their IT department blocking the Atom domain on emails, or something similar.  If you have issues reach out to us</mark>* [*<mark style="background-color:yellow;">here</mark>*](/welcome-to-atom/contact-and-support.md) *<mark style="background-color:yellow;">and we we will help to resolve!</mark>*&#x20;

### Bulk adding researchers

You can bulk add researchers during onboarding by uploading a csv. You will need to download the csv first and input all the values for each researcher.&#x20;

<mark style="background-color:yellow;">⚠️</mark> <mark style="background-color:yellow;"></mark>*<mark style="background-color:yellow;">Note: If you select 'Send Invite' after adding the researchers their research interests and eligibility profiles will be created. Even if the researchers have not visited the platform and signed in, they will start receiving the weekly grant emails based off of their research interests.</mark>*&#x20;

When adding researchers, we use their name and the University to find grants based on their previous published work. The Admin team can further edit these Research Interests ([as shown here](/for-grant-administrators/managing-researchers.md)), or the researchers themselves can log in through the invite link and edit their [profile](/getting-started/setting-up-your-eligibility-profile.md) and [research interests](/getting-started/setting-up-your-research-interests.md) directly.&#x20;


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