What's the Difference Between a Team Member and a Reviewer?

In this article, you'll learn about the different roles in Instaffo and how team members differ from reviewers. You'll discover how to invite team members, assign roles, and request feedback from reviewers.

Overview of Roles

Instaffo has different roles:

• Team Members:
  • Administrators: Have full access to all positions and can invite and manage team members.
  • Employees: Can only access positions they've been assigned to. They can't invite other employees, but can still edit company data.
  • Learn how to invite team members here
• Reviewers: Can only view candidates they've been asked to give feedback on and can leave feedback. They don't have their own login.

Changing a Team Member's Role

1. Open the Edit Dialog
   On the team overview in the Team Members section, click the Edit button next to the team member you want to change.

2. Adjust the Role
   In the edit dialog, you'll find the Role section. Choose between Administrator and Employee.

3. Save Changes
   Click Save to apply the new role.

Requesting Feedback from Reviewers

Reviewers are people without their own Instaffo account. They get a notification when you request feedback and can then view the application and provide feedback through a public page. This is really helpful when you need feedback from, for example, a hiring manager but don't want to create a separate account for them.

1. Open the Application
   Go to Applications and select a position from the list on the left. Then click on a candidate to open their profile.

2. Start Requesting Feedback
   Switch to the Notes tab on the right side and click Request Feedback.

   

3. Select Recipients
   In the Request Feedback dialog, you can select team members using checkboxes. Both administrators and employees can provide feedback. You can also enter email addresses for people who don't have an Instaffo account - they'll be added as reviewers.

4. Share Feedback Link or Send Request
   You have two options:

   • Copy Feedback Link: The link is valid for 7 days and can be shared within your company.
   • Send Request: Sends a direct email notification to the selected people.

5. Close the Dialog
   Click the X symbol in the top right corner of the dialog to close it.

Adding Reviewers to Your Team

Once you've added someone as a reviewer through a feedback request, they'll appear in the Reviewers & Invited People section on your team overview.

1. Find the Reviewer
   Open the Team Overview through the user menu at the bottom left of the sidebar by clicking your name and then selecting Team Members.

2. Invite to Team
   On reviewer cards, you'll find the Invite button. Click it to open the invitation dialog.

3. Set the Role and Send Invitation
   Choose the role you want in the dropdown (Administrator or Employee) and click Send Invitation.

The key difference is this: team members (administrators and employees) have their own account and can access applications depending on their role. Reviewers, on the other hand, don't have their own login and can only access individual applications through feedback requests or the feedback link.