Setting reviewer permissions
Most application forms in Prolydian contain a review workflow. The review workflow uses the application form's available reviewer(s) and their designated role to determine whom to assign a review task. The steps below detail how to review, add, and remove available reviewers and the available roles.
Viewing available reviewers
- Log into your Prolydian account at https://app.prolydian.com and go to Applications > Applications
- Click on the application of interest
- Click the cog (gear) icon in the upper right hand side
- Click the "Sharing" tab
- Click the cog (gear) icon next to an individual to view their role
- To change their role, simply select a different role and then click "save changes" at the bottom of the window
Adding new reviewers
From the "Sharing" tab:
- Type the name or email address of the person in the input box
- Select the matching result
- Click "Add this entry"
- Select their role by clicking the cog icon
- Click "Save changes"
Removing reviewers
From the sharing tab:
- Click the dropdown arrow to the left of the reviewer
- Click "Remove permission"
- Click "Save changes"
Role descriptions
The role you assign to a reviewer should be based on the workflow Prolydian has added to your application form and the given reviewer's role within the review process.
- Application QA reviewer - this role should be assigned to administrative or review person(s) who perform an initial check of the application before sending to reviewers who assess eligibility
- Application reviewer - this role should be assigned to the reviewer(s) who are completing the initial eligibility review during a multi-stage review process or the reviewer(s) who should complete the eligibility determination during a single stage review process
- Application final reviewer - this role should be assigned to the reviewer(s) who make the final determination of eligibility during a multi-stage review process.
- Application blind reviewer - this role should be assigned to the reviewer(s) who complete a blind review (no visibility into applicant identifying details) of the applicant's eligibility
Not sure which role to use for your review workflow? Our support reps will be happy to help - send us an email at support@prolydian.com or use the in-app chat feature.
Setting the user's system role as "Application reviewer"
1. Go to People > Users
2. Search for the user
3. Click on the actions dropdown next to the user
4. Click "Change roles"
5. Select the "Applicant" and "Application reviewer" roles
6. Press 'Save'
For instructions on reviewing applications, please see: