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Assign Reader Permissions to Users

Jessica Lara
  • Updated

Readers can either be existing Finalsite Enrollment users granted the Reader permission, or external staff members set up as Limited Users with Reader-only access. This article explains how to set up both, and the access boundaries each account type has within the Review module.

đź’ˇQuick Answers

  • How do I grant Reader permission to an existing Finalsite Enrollment user? Settings > Portal > Admin Portal Accounts > Edit next to the user > check the Reader checkbox under Permissions > Save.
  • What's the difference between an Admin reader and a User reader? Admin readers have read-access to the Review tab on every student's record and can use Manage Readers to assign other readers to candidates. User readers can only see their own reviews, cannot use Manage Readers, and cannot view the Candidates in Review committee page.
  • How do I set up an external person who shouldn't have full Finalsite Enrollment access as a reader? Use the Limited User account type. Settings > Portal > Admin Portal Accounts > Add a new admin, set Type to Limited User, check the Reader permission. They get access only to the Review module and only see their own reviews.
  • What can Limited Users with Reader access actually see? Only the Review module, nothing else. They cannot see contact records, admissions or enrollment list pages, billing, or any other part of the system. And within Review, they only see candidates assigned to them, not anyone else's reviews or scores.
  • Do readers get notified when they're assigned candidates? Yes, automatically. The Reviews Assigned to Me (Daily Summary) email turns on as soon as Reader permission is granted. They get one digest per morning listing all their assigned candidates.
  • Can readers turn off the daily notification? Yes, from their own Username menu > User Notifications page.

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.

Edit user permissions.png

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

Reader permissions checkbox.png

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.

Add a new admin.png

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

Create a Reader account.png

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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