Assign External Reviewers

Assign contacts as reviewers for an application and send email invitations to the external reviewer portal.

Once external reviewers are assigned to a review form for an application, email invitations can be sent to the reviewers to provide them access to the external reviewer portal.

1. Navigate to the Grantee Portal tab of a request record.
2. For the relevant application, click the Review Details tab.
   
   
3. Click Assign Reviewer Portal Users.
   
   
4. Check the box next to each contact to assign as an external reviewer, and then click Update. The list displays contacts who have already been given permission to access the external reviewer portal. External Reviewer Contact Coding and Filtering contains instructions on filtering the list of available contacts in the modal.
   
   
   1. If a contact does not appear in the list, Click Add New Reviewer Portal User.
      
      
      1. If the contact already exists in the site, search for and select the contact, and then click Save.
         
         
      2. If the contact does not yet exist in the site, click the plus icon, complete the fields, and then click Save.
         
         
5. To send email invitations to the assigned external reviewers, complete the fields in the Send Invitations modal, and then click Send Invitations.

1. 1. The invitation can be sent at a later time from the request record.
   2. Alternatively, refer to Manage External Reviews for instructions on sending invitations in batch.