All InfoReady users see the Global Navigation Bar, even before they log into the platform. This bar runs across the top of the screen, horizontally. Once logged in, everyone will have the same four default tabs: Home, Applications, Progress Reports and Calendar. However, additional tabs may also be visible, depending on the user’s role.


Note: There is no need for an individual to have different InfoReady accounts for their separate user roles. The Global Navigation Bar provides a way for users to navigate to different tabs, as needed, to access information and to accomplish various tasks. For example, a Reviewer can access their review assignments (Reviews Tab) as well as their own applications (Applications tab) from this bar.


The images below represent different tab options, based on role.


Admin View

Admin view of Global Navigation bar

Applicant View

Applicant view of Global Navigation bar

Reviewer View 

Reviewer view of Global Navigation bar


The following table explains each tab’s purpose and which user role(s) have access to that tab. 

  • Tabs are listed in the table in the order they appear on the Global Navigation Bar, left to right. 
  • If a tab is not viewable when you log in, that tab is not applicable to your role.
  • Click on the title of the tab within the table (when applicable) to be taken to a Support article that provides a detailed overview of that tab, including screenshots.
  • It is possible certain tab titles may differ on your site if your site customized their terms.


Tab Title
Purpose
Who Has Access
Home

List of opportunities currently accepting applications. 

If microsites enabled, this is also where users navigate to different microsites.

All Users.

Create

Administrators click here to begin the process of creating a new opportunity or template.

All Administrators.

Manage

Personalized, central location for opportunities, letters of intent, templates, and drafts that an Administrator owns or is a co-administrator on (both open and archived).

All Administrators.

Reviews

Access all pending review assignments and submitted reviews, as well as saved draft reviews. Download PDFs of pending applications.

Any user assigned to review 
an application.

Reference Letters

Access all Letter of Recommendation (LOR) requests sent to your account (both current and past due). If the deadline has not passed, clicking the application title will provide access to upload the LOR.

Note: You do not have to be logged in to submit a reference letter. Each request should come via email with a direct link to the letter upload page, but this tab provides another way to view and manage LOR requests.

Any user who was sent a Reference Letter request email from an Applicant, if that Applicant applied to an opportunity that was posted to that site.

Applications

Access all draft and completed applications, check application status and due dates, delete application drafts, access opportunity details/application forms and Progress Reports (if applicable).

Any user who started an application or applied to an opportunity.

Progress Reports

If an Awardee, Progress Reports will be listed here, with the ability to filter those reports by status.

If not an Awardee, you can click on the tab, but no information will be listed in the corresponding table.

All Users.

Calendar

Color-coded calendar view or list view of open opportunities and events, including launch dates and internal and external deadlines.

All Users.

Messages

Access notifications, sent messages, and email archives sent from your administrator account.

All Administrators.

Reports

Access and download reports from opportunities (open and archived) and associated. applications.

Note: Super Administrators (or Global Administrators if Microsites enabled) can access and report on all opportunities (open and archived) and associated applications on their site.

All Administrators.

Admin

Access to five additional actions: (1) Customize Homepage, (2) Customize Header & Footer, (3) Configure Platform, (4) Manage Users, (5) Manage
Funding Orgs.

Note: If no microsites, Super Admin can access all five actions. If microsites enabled, Global Admin has access to all five, but Super Admin can only access Customize Homepage and Manage Users for their assigned microsite.

Super Administrators and Global Administrators (if Microsites enabled).


Have more questions about this topic? Go to the Community Forum to pose the question to other users or submit a support ticket to InfoReady.