Adding Users and Applicants
Enable Interviewer Access
Once you’ve added a user to the Program Portal, toggle on Interview Portal access and assign the appropriate role. You can update a user’s role at any time using the pencil icon.
Send Applicants to the Interview Portal
In the Program Portal, once you’ve chosen applicants to interview, you can send them to the Interview Portal individually or in bulk.
To send applicants to the Interview Portal individually, open their full application and click Send to Interview Portal.
To send applicants to the Interview Portal in bulk, select the applicants from the application grid and click Interview Portal.
If you add an applicant by mistake, you can remove them in the Interview Portal via the Applicant Profile panel, as long as they're not assigned to a session. If needed, you can always re-add them from the Program Portal.
Edit PDF Contents
When you send applicants to the Interview Portal, two PDF copies of their application are added as well:
- Full Application PDF
- Limited Application PDF
When you're in the Interview Portal, you'll add one of these PDFs to each interview room so interviewers have the application data they need to perform their interviews.
The PDFs sent to the Interview Portal are based on Program Portal roles. You can edit them in the Program Portal under Settings > Portals > Interview Portal. By default, the full application PDF reflects the Program Director role’s view, while the limited application PDF matches the Reviewer / Interviewer role. To adjust access, use the pencil icon to select a different role – such as one you've configured with specific data restrictions.
Note that the roles you’re selecting have no permissions attached to them – they are simply used to tell the system what the PDFs should look like in the Interview Portal (i.e., what data is included).
Refresh Data
If you've made any updates in the Program Portal, such as changes to permissions, data restrictions, or other configurations, you can initiate a data refresh from either the Program Portal or Interview Portal:
- From the Program Portal, navigate to Settings > Portals > Interview Portal.
- From the Interview Portal, navigate to Settings.
Note: any updates made by applicants will be automatically updated in the Interview Portal and do not require a manual refresh.