Adding reviewers

There are four ways that reviewers can be added to Good Grants. You can:

• Add reviewers individually which is an easy option if you only have a few reviewers.
• Import them which is best suited for a large number of reviewers.
• Invite your reviewers which allows them to participate if they choose to
• Have reviewers self-register which is a good option if you want reviewers to apply for the role.

Please note: when adding reviewers individually or in bulk, they don't receive any notification by email by default. This allows you to add reviewers ahead of time and only reach out to them when you're ready using the broadcast feature.

Adding reviewers individually

1. Go to Users
2. Click New user
3. Add the reviewer’s name, email address and password
4. Under 'Account roles', select the Reviewer checkbox
5. Save

Once you have added the reviewer/s you can send an email to the reviewer/s with the password you chose. When they log in to Good Grants they can change their password by going to their profile.

Import reviewers in bulk

1. Go to Users
2. Click Import users at the bottom of the page
3. Download the import template spreadsheet (linked from description info)
4. Enter your reviewer data into the spreadsheet, following the template format, and save the file
   
   Note:
   • The column headings must be kept exactly as they are for the import to work, even if you are not using all of these types of data
   • When adding a phone number, you need to use the international format (Read more about it: List of country dialing codes) Eg. +44 785 111 111.
5. Upload the import file (must be .xls or .xlsx)
6. Select the role 'Reviewer'
7. Click Process

The import happens in the background. You’ll receive an email when the process is complete (usually within a minute or two), with a link confirming that the import was successful. To allow the reviewers to log in to their new users accounts, you will need to do one of the following:

• Send the reviewers a Broadcast which includes the {password_set_url} merge field. This will generate a link allowing reviewers to set their own password
• Direct reviewers to use the Forgot password option on the login page, which emails the user a login link
• Manually set a password for the reviewers in the Users section (only recommended as a last resort)

Once logged in, users can set their own password by clicking their name in the top-right and choosing Profile. For more details see our dedicated article, Ultimate guide to user passwords.

Be aware that when importing users, the user email address must be unique— if a user already exists in the system, the import process will simply add the specified role to the user. The user’s name, password and other roles will not be changed.

Inviting reviewers

1. Go to Users
2. Click Invite users
3. Add the email addresses associated with the reviewers you'd like to invite, separating them with a comma, new line, semi-colon or colon
4. Select the role(s) you would like for these users to have
5. Compose an optional message to be included in the outgoing notification to these users
6. Click Send invite

Once a user has been invited, they will appear with your Users list with the invited confirmation status. When the user accesses the system for the first time, they will be asked to supply their first name, last name, and a password in addition to any applicable user fields. 

Reviewer self-registration

This process is only suggested if reviewer registration is open well in advance of judging, and if you want to allow reviewers to apply to review. If you have chosen and invited reviewers we recommend you create accounts on behalf of the reviewers to minimise their effort and to ensure all your invited reviewers exist in the system before you configure judging panels, etc.

To configure reviewer self-registration, follow this role registration form configuration guide. Once you have a destination registration form configured, you can then promote the URL for the form to potential reviewers.