Users that are assigned a reviewer role will be able to complete review tasks for applications that are assigned to them. This article covers the management of reviewers within your site.

In this Article…

• Managing Reviewers: Overview
• Add a New User as a Reviewer
• Add an Existing User in the Site as a Reviewer
• How to Remove a User from a Reviewer Role

Manage Reviewers: Overview

The role of a user is selected when the user is added to a site. Only users with a reviewer role will be able to complete reviews for active applications that have been assigned to them. Once a reviewer has been added as a user to the site, they will appear on the Manage Users page and can be filtered out from other users by selecting the Reviewer tab at the top of the page.

Add a New User as a Reviewer

If a reviewer does not currently have an account within your site you will add them as a new user. To do so you have three options:

• Manually Add a Reviewer Without Sending an Invite
• Add and Invite a Reviewer
• Import Reviewers in Bulk

For more information in regards to adding users you your site, you can refer to How to Add New Users.

Manually Add a Reviewer Without Sending an Invite

1. Go to Manage Users
2. Click on Add User in the top right corner
3. Enter the First Name, Last Name, and Email Address of the reviewer you wish to Add
4. Select the Reviewer Role
5. DO NOT select Notify user by email that they have been added
6. Optional: Enter applicable Reviewer Custom Fields
7. Click Add User

Add and Invite a Reviewer

1. Go to Manage Users
2. Click on Add User in the top right corner
3. Enter the First Name, Last Name, and Email Address of the user you wish to add
4. Select the Reviewer as the Role you wish to add them to
5. Select Notify user by email that they have been added
6. Optional: Select Include a custom message in the email to send a quick message including the reasoning for inviting them to the site.  
7. Optional: Enter applicable Reviewer Custom Fields
8. Click Add User

Import Reviewers in Bulk

1. Go to Manage Users
2. Click on Add User in the top right corner
3. Click Import Users
4. Select Reviewer as the Role that you wish to upload the users to
5. Select Download Template. The Reviewer Role will have its own CSV template based on the different information required. If you have custom fields in the site these fields will also be added as columns to the template.
6. Populate the template with all of the relevant information of the reviewers ensuring that First Name, Last Name, and Email are filled as these are required fields.
7. Once you have saved the file on your computer, select Choose File, under Select a populated user list.
8. Choose what you would like to do with Duplicate Email Addresses
9. Optional: Select Notify user by email that they have been added
10. Optional: Select Include a custom message in the email to send a quick message including the reasoning for inviting them to the site. The same message will be sent to all users in the CSV file.

Add an Existing User in the Site as a Reviewer

In some cases, a reviewer may already have an account within the site as an Administrator, Applicant, or Recommender, and therefore you do not need to add them as a new user but can instead simply add them to the Reviewer Role. 

In order to add a single user to the Reviewer Role:

1. Go to Manage Users
2. Locate the user in the list of users in your site
3. Hover over the user and click on the More Options icon in the far right column
4. Click Change Role
5. Select Reviewer
6. Click Apply

In order to add multiple users to the Reviewer Role at once:

1. Go to Manage Users
2. Select the users in the list of users in your site
3. Click Actions
4. Click Change Role
5. Select Reviewer
6. Click Apply

How to Remove a Reviewer to Your Site

In order to remove a single user from the Reviewer Role

1. Go to Manage Users
2. Locate the user in the list of users in your site
3. Hover over the user and click on the three horizontal dots in the far right column
4. Click Change Role
5. Unselect Reviewer
6. Click Apply

In order to remove multiple users from the Reviewer Role at once:

1. Go to Manage Users
2. Select the users in the user list that you wish to remove
3. Click Actions
4. Click Change Role
5. Unselect Reviewer
6. Click Apply