Assign Reader Permissions to Users

Schools may have current Finalsite Enrollment users or other staff members who are part of the review process. Even if certain members of the review committee don’t have access to Finalsite Enrollment, you can still assign them as a reader only, which means they won’t have access to any information that isn’t included in the review packet. To assign both user types, read below for a more detailed explanation.

Assigning current Finalsite Enrollment users as readers

Step 1: Navigate to Settings > Portal > Admin Portal Accounts. 

Step 2: Locate the name of the user and click Edit next to their account.

Step 3: Check the Reader checkbox under Permissions and click Save.

The reader permission can be given to any user of the Finalsite Enrollment system. For User and Admin accounts, it allows them to be assigned students to review and gives them access to their Candidates in Review list page, which is found within the Admissions tab.

⚠️ Important note on Admin and User account permissions

• User accounts cannot:
  • See anyone else's reviews of candidates except their own. 
  • Use the "Manage Readers" feature in the Edit menu of the Admissions List Page (which is how readers are assigned to candidates).
  • View the Candidates in Review page for committee review.
• Admin accounts that do not have the reader permission granted always have read-access to the Review tab on a student’s record, but they can only edit their review answers if they are assigned to the Student. 
• Admin users also have access to the Candidates in Review tab on the admissions screen, which shows the status of all students currently under review and the scores they have received.

Assigning non-Finalsite Enrollment users as readers

Schools often have staff members who review candidates during the review process who shouldn't have full access to Finalsite Enrollment. To support this level of access, there's an account type called Limited User. Their permissions are as follows: 

• Limited users only have access to the Review module.
• Limited users do not have access to contact records, admissions or enrollment list pages, billing, etc.
• Limited users can only see their reviews and not the review results of any other readers.  

Follow these steps to create a non-Finalsite Enrollment user as a reader:

Step 1: Navigate to Settings > Portal > Admin Portal Accounts. 

Step 2: Click on Add a new admin in green in the upper left.

Step 3: Fill in the fields. For Type, select Limited User, and select the Reader checkbox under Permissions.

Reader notifications

Whenever you assign reader permissions to any individual (whether they are an Admin, User, Limited User, etc.), the Reviews assigned to me (Daily Summary) email is automatically enabled under User Notifications.

• Each day, the reader will receive an email that lists all candidates that have been assigned to them for review.
  • The email is sent only once per day, very early in the morning. 
  • They can turn off this notification within their Username menu on the User Notifications page.

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Additional Resources

• Office Hours & Past Session Recordings
• Click here for Online Review Setup Guides and How-To's
• Finalsite Enrollment Blog: Simplify the Evaluation Process