Managing Users

Overview

You can add as many users as needed to work in the platform. When you create a user, you choose their role to establish what permissions they'll have. Additionally, you can add them to a team, which is useful when assigning reviews to groups of users. 

Access users from the Settings menu – open the Organization section, then select Users. Click any user to view and make changes, and use the checkboxes to delete and export users. 

Creating New Users 

Click the + icon to add a new user, then: 

1. Enter the new user’s name and email address, and select the appropriate role.
2. If you don't want the user to receive notifications for review assignments (sent daily by default), enable the Opt out of assignment summary emails option.
   
   
    
3. Add the user to a team, if desired. 
4. Click Create User.

Adding Users to the Program and Review Portals

1.  When you click Create User, a Portals area appears.
   
   
    
2. Use the toggle to enable access to a portal . When you enable access, the status changes to Not Invited. Use the envelope icon to send the user an email invitation.
   
   Repeat this process for each portal. 
   
   
    
3. Once the invite is sent, the status changes to Invited.
   
   
    
4. Once the user accepts the invite, the status changes to Activated. 
   
   

Adding Users to the Interview Portal

Once you add a user in the Program Portal as described above, you can then add them to the Interview Portal. Be sure to add yourself to the Interview Portal as well.