An Organization Member can be assigned as an Advisor on a project. Advisors are users read-only access to certain parts of projects they've been invite to participate in.
Advisors cannot score, edit, or modify the project. They also cannot view any scores recorded against the project.
You can limit which submission documents an advisor is able to see by mapping them to the appropriate Evaluation Group(s).
To add an Advisor to the project, scroll down to the People section and click on the Manage button as shown below, then select Advisor from the dropdown list.
The Manage Advisors popup will appear. You can invite an Advisor to a project in the same fashion that you can invite a Reviewer/Evaluator. If they have been a part of a project in the past you can select the user from the drop-down menu. If this is the first time the user will partake in a project, you can invite them by entering their email address to send an invitation.
If you wish to Bulk invite multiple Advisors, click on the Bulk Invite button and you can enter multiple emails separated by spaces, commas, or new lines.
In the screenshot above Mary McDonald has been added as an Advisor. You can add an Advisor to an Evaluation Groups by checking the box representing the group. By assigning an Advisor to an Evaluation Group, you are granting them access to all the documents under that Evaluation Group.
When Mary opens up the project she will be able to view the sections shown below (depending on what the project, an Advisor may also have access to Questionnaires and BidTables). Notice how the Advisor does not see the associated Manage buttons beside the various project sections.
If Project Declarations (Conflict of Interest/NDA) are enabled, the Advisor will have to sign the declarations before they can access the submission documents.
If you have any further questions please reach out to us at [email protected]
Related Terms: view-only access, limit access, user roles, bulk invite, invitation, advising