Add Reviewers

There are multiple ways to add reviewers to a Scorecard review site, allowing administrators to manage the review process efficiently. This article outlines the different methods for adding reviewers, including manual entry, bulk import, and granting access to existing users.

NOTE

Reviewers do not receive an email notification from Scorecard when they are added or removed. Once the review site has been set-up, and the review process is ready to start, reviewers can be invited to log into the system through the Communication module in the Scorecard.

Manually Add Reviewers

If the review site has less than 15 reviewers, reviewers can be added manually by following these steps:

Navigate to the Reviews module from the Main Navigation bar at the top of the page.
Select Add Reviewer from the top left corner.

Scorecard Dashboard with Reviews and Add Reviewer Highlighted

Enter the reviewer’s First Name, Last Name, and Email Address.
If applicable, select a Review Group from the dropdown menu.
Select Submit to add the reviewer.

Add reviewer form with review biographic info, review groups and submit button highlighted

NOTE

Review Groups are not required when adding a reviewer. You can modify them later in the Reviewer Worksheet after reviewers have been added to the system. For further clarification, please contact your Project Manager.

Bulk Import Reviewers

If you have more than 15-20 reviewers, you can submit a Reviewer Import Spreadsheet to your Project Manager. A sample spreadsheet is available in this Reviews page help tip. Once completed, send the Reviewer Import Spreadsheet to your Project Manager. Please allow up to one business day for the import to be processed.

IMPORTANT NOTE

For the import to be successful, the spreadsheet must match the provided example exactly. Ensure there are no blank fields, "N/A" entries, or placeholders for future data, as these will cause the import to fail.

Granting Reviewer Access to Submitters

If existing Scorecard users (Submitters) also need reviewer access, you can grant it without adding them manually. To do this, follow these steps:

Navigate to the Users module from the Main Navigation bar.
Locate the Submitter who needs reviewer access.
In their row, select the icon in the Reviewer column. The icon will turn yellow, indicating reviewer access has been granted.
To assign chair access, select the icon in the Chair column. The icon will turn orange, indicating chair access has been granted.

Scorecard Dashboard with Users and Reviewer and Chair columns highlighted

Once assigned, reviewers and chairs will be immediately added to the Reviews module.

Last modified Mar 05, 2025