At your program, different people are likely responsible for different application processing tasks. To support this, the Program Portal includes the Roles feature. Roles control what users can do in the system (permissions) and what data they can see. When you add a user, you assign them a role.
The Program Portal includes a set of default roles. You can access these roles from the Settings menu – open the Organization section, then select Roles. The grid displays the default roles and provides an overview of the number of permissions enabled – out of the total number of permissions available – for each role in each module. For instance, in the example below, the program director role has 12 out of 12 permissions enabled for the App Review module, 8 out of 8 permissions for the App Config module, etc.
You can click any role to open and adjust permissions settings (or use the + icon above the grid to create a new role).
By default, the Reviewer/Interviewer role has limited system permissions but full access to application data. We recommend editing this role – or creating variations of it – and updating three key sections that control data access:
As a best practice, after editing a role, assign it to a peer and then meet with them to review the access settings and confirm everything looks right.
Key permissions you may want to enable for reviewers:
Be sure to save any changes.
Use this feature to limit which applications a role can view and search. By default, the Reviewer/Interviewer role can only see applications assigned to them, but you can update this to include all applications or any other segment. Be sure to save any changes.
You can use this feature to hide specific application information from a role. For example, if you use a blind review process and want to hide potentially bias-inducing characteristics, you can add those restrictions here.