The information below describes:
- Administrator Roles - Primarily responsible for creating and managing programs, applications, and forms within InfoReady. Admin types vary based on whether or not microsites are enabled.
- Other User Roles -These users apply, review, submit reference letters, and/or download basic data but do not create or manage processes.
- Additional Permissions - Independent of role, these can be enabled for specific users that need access to more site and/or user data.
Administrator Roles
Sites with One Landing Page - (No Microsites)
(Regular) Administrator | Super Administrator | |
Creating Opportunities | Can create opportunities and has access to any template they have created or has been shared with them | Can create opportunities and has access to all templates |
ManagingOpportunities | Can manage and report on opportunities they have created or been added as a Co-Administrator | Can manage and report on all opportunities |
Managing Users | Can view user profiles of applicants to opportunities they have created or been added as a Co-Administrator | Can manage all users |
Platform Configuration | n/a | Can customize all platform configuration through Admin tab |
Sites with Microsites - (Requires Global Administrator)
(Regular) Administrator | Super Administrator | Global Administrator | |
CreatingOpportunities | Can create opportunities within their assigned microsite | Can create opportunities within their assigned microsite | Can create opportunities for all microsites |
ManagingOpportunities | Can manage and report on opportunities they have created or been added as a | Can manage and report on all opportunities within their assigned microsite | Can manage and report on all opportunities for all microsites |
Managing Users | Can view user profiles of applicants to opportunities they have created or been added as a Co-Administrator | Can manage all users | Can manage all users |
Platform Configuration | n/a | Can customize the homepage for the assigned microsite | Sets all standardized configuration for all microsites |
Other User Roles
Applicants
- Submit applications and/or progress reports
- Most basic (i.e., lowest level of access) in the platform
Reviewers
- Assigned to provide feedback on one or more applications via the Reviews tab
- Can also be Applicants (i.e., submit applications for themselves)
Reference Letter Writers
- Submit reference letters on behalf of applicants
- Do not have to log in to submit letters but can if they already have an account
Viewers
- Can download PDF and/or Excel data about a specific opportunity, program, or competition
- Must be added by an administrator that has access to the opportunity
Additional Permissions
Depending on a person's role at the institution, they may need access to either or both of the optional permissions below:
Download Institution User Report
- Detailed view of administrator activity across all tenants within an institution
- Must be an administrator on at least one tenant to be granted this permission
- Most appropriate for top-level admin(s) who should see all admin activity
- Can distribute administrator seats across multiple tenants within an institution
- Can see high-level user data in any tenant within an institution
- Can have any base user role (e.g., Applicant) to be granted this permission
- Most appropriate for user(s) who manage the license at the intitution (i.e., multi-tenant) level
To acquire either of these permissions, please reach out to your Account Manager or submit a ticket to the Support team.