How to sign up for Temelio and create an organization profile

Maya Kuppermann
10 steps
20 seconds

Trytemelio

As an applicant/grantee, you will likely access a foundation's application via one of two ways: 1. A link on the foundation's website **OR** 2. Direct invitation via email If you click the link on a foundation's website, you will be taken to a preview of the form and click the "Sign in to start form" button at the top. If you are invited via email, you will click the "Click here to view" button in the email body and be prompted to to create a login.

When you make it to Temelio's login page, click "Sign Up."

Create a username and password and click the "Create Account" button. **NOTE - If you were invited to complete a form, please sign up using the email address indicated in the email the invitation was sent to.**

You will be asked to verify your email address using a code sent to your email. Click the "Send code" button to send the code to your email.

Enter or copy and paste the code into the boxes. You will automatically be taken to...

Step 1 of the onboarding process. Select whether you are: - Representing an Organization **OR** - Representing yourself (Individual) Click "Next."

If you signed up as an **Organization**, you'll enter the name of the organization. (You also have the option to input a DBA and/or EIN, if applicable/desired.) Click "Next."

If you signed up as an **Individual**, you'll enter your name. Click "Next."

If you signed up as an **Organization**, you'll confirm your information as a team member, and self-identify if you are the financial contact, primary contact, and/or signatory, if applicable. You can also add additional team members to the organization, if you'd like. Click "Next."

You'll then review/confirm the information you provided and click "Complete."