Manage Reviewers

Share This Resource

Share on facebook
Share on linkedin
Share on twitter
Share on email

Manage Users

 

Reviewer

 

You can search for Reviewers by Group, First Name, Last Name, Email Address, Company Name, and Status. After entering the criteria, select . Selecting will clear out all criteria that is entered above.

 

– The login report shows you Reviewers First Name, Last Name, Email Address, Last Login Date, Number of Submissions, and Number of Evaluations.

 

– This produces a report showing First Name, Last Name, Organization Name, Email Address, Phone Number, Status, Expertise, Biography, Items, and Group.

 

Adding a Reviewer

  • Select

 

 

  • Here you can add the First Name, Last Name, Company, and Email Address. Entering Phone, Expertise, and Biography are optional.

 

Using Temporary Password for Reviewer (Recommended)

  • Select the next to the Reviewer(s) you want to set up with a temporary password

  • Select “Temp Password” from the dropdown in the bottom left corner

  • Select

 

 

  • Here you’ll set the password for the Reviewer

  • Once the password is set, select

  • Then select “Email Temp Password” from the bottom left dropdown

  • Select

 

 

  • Here you can edit the text of the email (this will change the template text so every email sent after this will reflect these changes).

  • When you’re ready to send the email, select

 

Reviewer Actions

  • View – This allows you to edit the settings of a Reviewer

  • Assign Group – This allows you to assign a Reviewer to a group. Here’s how:

    • Select “Assign Group”

 

 

  • Here you can search groups by Group Name. Once you’ve entered the criteria, select

  • Once you’ve identified the group you want to assign the Reviewer to, select the next to the group.

  • Select

  • Remove Group – This allows you to remove a group assignment of a Reviewer. Here’s how:

    • Select “Remove Group”

 

 

  • Here you can search groups by Group Name. Once you’ve entered the criteria, select

  • Once you’ve identified the group you want to remove the group assignment to the Reviewer, select the next to the group.

  • Select

  • Login As – This allows you to login as a Reviewer. This can be useful when trying to solve a problem that you are unable to replicate with your admin account

 

Other Actions

 

These actions are available under the dropdown in the bottom left corner

  • Remove – This will delete the Reviewer from the event

  • Send Email – This allows you to send an email to Reviewer(s).

 

 

  • Here you’ll be able to change the BCC, Subject, and Body text of the email. 

  • Once the email is ready to send, select

  • Bulk Upload Reviewers – This allows you to add a large number of Reviewers to the event by uploading a .csv file. 

 

Once the selected action is ready, select

 

Reviewer Configuration

 

Here you can edit the Instruction to Reviewers, Resources, and Recommended Q&A.

 

 

Instructions to Reviewers – These appear upon login for the Reviewer. Here’s how to add/edit this text:

  • Select at the top

  • Once the desired text has been entered, select

 

 

Resources – These are items that Reviewers will be able to download upon login. Here’s how to add resources:

  • Select

  • Enter the File Name, a Description for the resource, and whether it is an Upload or Link.

  • When finished, select

 

If you would like to delete an existing resource, select

 

 

Recommended Q&A – This is where you can put questions that might be asked by Reviewers and the answer in order to assist in the review process. Here’s how to add/edit this text:

  • Select

  • Once the desired text has been entered, select

 

Subscribe To Our Newsletter

Get insights and best practices from leaders in submission management and review.

Schedule a 1-on-1 demo