Public voting is a popular form of reviewing for many programs. A common requirement is to allow unregistered guests the ability to view applications but requires them to register to vote. Setting this up requires a few steps and a little bit of understanding about how roles and user permissions work.
- Guest role
- Voter role
- Voting configuration
- Voting score set
- Reviewing panel
- Reviewing round
- Submitted applications
The Guest role
A guest role is used to help manage unregistered users. When someone visits your program, there is some information we know about them such as their IP address. By default, their IP address is used to uniquely identify the user while they're not registered or logged in to your program.
Knowing this, you can use the guest role to allow people basic permissions such as the ability to view applications. They can't view applications on their own, the guest role needs specific permissions applied and it needs to be added to a reviewing panel so you can control exactly which applications a guest has access to, including when they have access to them and the information presented within applications.
Guest role permissions:
The Voter role
The voter role is used to manage which of your registered users can vote. This role also requires specific permissions such as viewing applications and scoring. Applying the voter role to users, in a typical 'voting' scenario, requires the user to register or log in via a dedicated registration form.
Voter role permissions:
Role registration form
A role registration form is turned on via the role itself. It has a unique URL allowing you to direct people via a link to the registration form where they can register if they're new or login if they already have a user account. Upon successful registration/logging in, the voter role is applied to their user profile and given access to selected entries based on how your voting stage set up. For more information, see our guide: Role registration forms.
Setting up a role registration form:
Setting up voting is the same as setting up any other reviewing round. You need a score set, a panel, and a judging round.
The 'voting' score set is used to set the rules and configure what people can see such as responses to questions, personal information, videos and other attached documentation. In the case of crowd voting where guests are required to register to vote, it's on the score set where you need to set up a redirect to the Voter registration form.
Setting up the role redirect from the score set:
The panel is used to control which applications can be accessed by the users you have selected. In the case of public voting, roles are selected as opposed to individual users by name, that is any user who has the guest or voter role.
A reviewing round is also selected via the penal. The reviewing round controls when people with the selected role(s) can access the entries based on your panel configuration (i.e. categories, chapters, and tags).
Panel configuration for crowd voting requiring registration: