Invite observers and allocate files to them

Invite observers and allocate files to them

How do I invite observers and allocate them to files ? 

On your platform, you can invite collaborators and assign them different roles. With the observer role on the platform, the collaborator will only be able to consult the repositories shared with him/her. It's important to note that inviting an observer follows the same logic as inviting and adding a reviewer to the session. You will invite observers to join the session, and assign them folders once you have created your session.

Idea
If you have both observers and evaluators, create two different sessions: one for observers and another for evaluators, to make distinctions.

Invitation of an observer

Inviting a collaborator is done in the collaborator menu



 To invite a collaborator from the collaborator menu, you must :  
  1. Click on the " invite a collaborator " button


  1. Enter the e-mail address of the person you wish to invite.
  2. Select the “ Observer ” role.
  3. Select the program language
  4. Click on the “ Invite ” button




Info
Please consult this article if you would like to know more about How to invite a collaborator to a program ?

Add an observer to an evaluation session

Notes
You need to assign folders to observers via this evaluation session so that they can see the folders, even if they don't rate them.

You can add observators from the evaluations menu.



You must : 
  1. Go to the evaluators section
  2. Click on “ Add an evaluator " 


  1. Select the people you wish to add
  2. Click on “Add evaluators to the assessment session”



Adding a deposit to an evaluation session

To add folders to a session, you must :  
  1. Go to the deposit section
  2. Click on “ Add folder to session ”



  1. Select evaluators
  2. Click on " Assign to folders "


  1. Select the repositories to be added
  2. Click on “ Add deposits to evaluation session ”



Assigning files to evaluators

To allocate folders within the session to evaluators, you must :  
  1.  Select the folders in the session
  2. Click on “Assign to evaluators”


  1. Select evaluators
  2. Then click on “ Assign ”


Notes
It should be noted that inviting an observer follows the same logic as inviting and adding an evaluator to a session. The only difference is that an evaluator can rate files, whereas an observer cannot.

This is what appears on the observer interface




This is what appears on the evaluator interface





    Configure your portal 🚀


      • Popular Articles

      • Privacy Policy

        RGPD AND PRIVACY NOTICE WIIN At WIIN, protecting and respecting your privacy is a primary concern. The purpose of this document is to inform you about our practices regarding the treatment of information that you may provide to us when using our ...

      • 1. A portal in your image - introduction 📍

        Customize your portal in a few minutes ? We will see through several videos how to easily configure and customize your portal. Configure your platform Name of your platform Your logo The color code of your platform The text of your homepage Define ...

      • 5. Improve your portal 🚀

        Advanced settings By default, the call to action button redirects to all active programs on the platform. You can customize this redirection and the presentation of your programs. "Home" menu From the "Settings" menu, it is in this "Home" menu that ...

      • Invite a member to your team

        How do I invite a member to a team application? You have the possibility to invite members to apply as a team. Invite a member to the team To add a member, click on the "Invite a team member" button. Then enter the email address of the contact, you ...

      • Frequently Asked Questions

        Frequently Asked Questions What is WIIN.io ? WIIN.io is designed for everyone—from small startups to large organizations designed to assist startup incubators, foundation, innovation award programs and Non-profit organizations in efficiently managing ...

      • Recent Articles

      • Create customized views on the evaluation session dashboard

        How do I create customized dashboard views for an evaluation session ? In your evaluation session, as in the “Repositories” menu, you can create customized views on the dashboard. To do so, please follow the steps below : In the “Evaluations” menu, ...

      • Validate / Reject proof of payment

        How do I validate / reject a proof of payment ? As a program manager, you can validate or reject a candidate's proof of payment. This action can be performed in the “Deposits” menu or in the “Transactions” sub-menu of the “Payment” menu. In the ...

      • Resend an account confirmation email to a candidate

        How do I send an account confirmation email to a candidate? When a candidate's account is created on the platform, he or she receives an email with a confirmation link enabling him or her to finalize the creation of his or her account. This link is ...

      • Transfer owner role

        How to transfer the owner role ? On the platform, the owner can transfer his role to another person. To do so, please follow the steps below: The role transfer can only be performed by the owner account. Click on the “Accounts” menu and select “Team ...

      • What is a deposit ?

        What is a deposit ? A deposit on the platform is an application file submitted by a user with a public account on the wiin platform. This file can include documents, information and data relating to the application, and is generally submitted as part ...