All users in your site will belong to a group. Workflows are based around groups of users so that all members in a particular group have the same site experience. You can create as many or as few groups as you need. At minimum sites generally need at least two groups of users, one of type Applicant or Award Applicant and one of type Reviewer.
There are four different types of groups you can create:
Consists of users who are applying to your scholarship, award, grant, or program. These are the users that create submissions. Use this group type if your site allows users to apply for a single award.
NOTE: This group type is only available in our Core Platform
Consists of users who are applying to your scholarships, awards, grants, or programs. These are the users that create submissions. Use this group type if your site allows users to apply for multiple awards.
NOTE: This group type is only available in our Awards Platform
Consists of users who judge or review the submissions that come into your site.
Consists of users who submit letters of recommendation or supplemental material on behalf of an applicant. This group type is not required for all sites.
Group creation is the first step in creating a site and is generally something your Implementation Specialist will assist with.
To create a group:
- Select Edit your Site from the left menu and click Groups.
- Click + Add Group in the upper right corner.
- Select the Type of group you want to create.
- Give your group a name. For example, if you are creating groups of reviewers who are responsible for different stages of review, you could name a reviewer groups “Final Reviewers” or “First stage reviewers.”
- Click Create Group