In order for reviewers to gain access to the External Review Portal, the GivingData user must send in-app email invitations.
Assigning Reviewers
Before the invitations are sent, the user needs to assign external reviewers in GivingData. To do so, navigate to the Grantee Portal tab of a Request. Then under an application, click the “Review Details” tab and click the green “Assign Reviewer Portal Users” button.
Assigning New GivingData Users
If the external reviewer is not already a contact or portal user within GivingData, click “Assigned Reviews” > “Add New.”
After selecting the green “Add New” button,” fill out the contact information of the external reviewer. The best practice is to have these individuals already as contacts in GivingData prior to assigning them as a reviewer.
Assigning Existing GivingData Users
To assign an existing GivingData user to the External Reviewer Portal, click on “Reviewer Portal Users,” search for their name, and select the box to the left.
If permissions for a reviewer need to be updated, navigate to Settings > Users, Roles, and Permissions > Portal Users. Once you find the contact, click on the yellow manage down arrow next to their name and select “Edit Portal Permissions” from the menu.
Sending Invitations to the External Review Portal
Once a reviewer has been assigned, the user can now send an in-app email invitation. The invitation will be sent to the email on file with a link to the External Reviewer Portal. The reviewer will be able to create a new account with the Portal, which they can use across multiple application reviews.
