The Manage Admins & Reviewers page of the Provider Portal is where Administrators go to invite others to review, evaluate, and download applications.
🎥 View how to invite new members or edit member permissions:
A provider can have administrator or reviewer access.
Administrators can review and download applications, add new scholarships using the Scholarship Wizard, invite other admins or reviewers, set evaluation criteria, and select winners.
Reviewers can only review and download applications. They cannot invite other members, use the Scholarship Wizard, set evaluation criteria, or select a winner.
Follow the steps below to invite other members to access scholarships and applications.
1. Log in to the Provider Portal.
2. Click the Menu button in the top left corner. Click the 👤Manage Admins & Reviewers tab.
3. Click the + Invite Member button in the top right-hand corner.
4. Enter the email address of the person you want to invite. After entering the email address, you must hit enter or return on your keyboard.
If you do not hit enter or return, the email address will not be saved.
After entering an email address and hitting enter/return, the email address you're adding should appear highlighted in a red bubble:
You can enter multiple email addresses, but you must separate the addresses with a comma or a space or hit enter/return after every email address. If you add emails this way in bulk, the users will have the same permissions and access to the same scholarship(s).
If you want different users to have different access, you must add them separately. After inviting one user or group, simply click + Invite Member again to add another user or another batch of users.
5. Under Account role, select Administrator or Reviewer as the account type.
An Administrator can invite other Admins or Reviewers, update scholarship info, edit scholarships in draft mode in the Scholarship Wizard, and submit new scholarships using the Wizard.
Reviewers can only view the scholarships you give them access to, download applications to those scholarships, and give evaluation ratings. Reviewers cannot invite other members or submit scholarships on behalf of your program/organization.
6. Under Scholarship Access, assign them access to all scholarships or only specific scholarships.
7. Click the green Invite button to add the new Administrator or Reviewer.
Once you send the invite, the Administrator or Reviewer will receive an email informing them they've been invited to sign up for a provider account. The email will have instructions and a link for them to sign up.
If a provider accidentally signed up on the Going Merry website on their own, you'll get an error message that says the person with this email address has an account. You’re not able to invite them because they already have a Going Merry student account.
If you receive this message when trying to invite a provider, email us at support@goingmerry.com. Make sure to include the person's email address you're trying to invite in your email and we can help you from there.
After you invite an Administrator or Reviewer, they will appear on your Manage Members list.
If a member has not accepted your invitation yet, they will have a Pending status.
Once the Administrator/Reviewer accepts your invitation and creates an account, their status will be Active.
If the Administrator or Reviewer asks you to resend the invitation, hover over their Pending status and an option to Resend Invite will appear.
Click Resend Invite to send another email invitation.
To edit the Member's Account Role (for example, if you now want to make a Reviewer an Administrator or vice versa), click the Edit button to the right of that member's name.
An Edit member permissions pop-up box will appear that allows you to update the member's permissions:
Be sure to click Save changes after updating the member's permissions.
To rescind access to scholarship applications, click the Remove button on the far right side of the member's name.
This cannot be undone (although you can re-invite the Member later). If you have given the Member access to scholarships, removing them will revoke access to all scholarships they've been given access to.
You can revoke access to individual scholarships by clicking the Edit button next to a member's name.
Click the trash bin icon next to a scholarship name to revoke access to that particular scholarship.
A member can have different Account Roles for different scholarships.
For example, if you want to give a member access to Scholarship A as an Administrator, you can invite them to Scholarship A as an Administrator.
At the same time, if you want to give the same member access to Scholarship B as a Reviewer, you can invite them to be only a Reviewer for Scholarship B.
If you invite a member to access All Scholarships, members must be either an Administrator or Reviewer.
If the member has access to more than one scholarship (but not all scholarships), the list of scholarships they have access to will appear under the Scholarship Access column. Hover over the + plus symbol to view the names of the scholarships the member has access to.
