OTF Hypha Field Guide
Getting StartedExploreLeadBuild
  • What is Hypha?
  • πŸš€Getting Started
    • Login
    • Your Profile
    • Create a user account
    • User Account Management
    • User Roles
      • Staff
      • Reviewer
      • Partner
      • Staff Admin & Admin
    • Two Factor Authentication (2FA)
      • Disabling 2FA
  • πŸ—ΊοΈExplore
    • Dashboard
    • Submissions
    • Application
  • πŸ”οΈLead
    • Update Status
      • Screening
      • Internal Review
      • Ready for Discussion
    • Filter
    • ✍️Communication
    • Assign or Change Leads
  • πŸ“ŠInsights
  • 🧭Navigate
    • WagTail Navigation
      • Explorer Menu
        • Apply
          • Add Custom Email Message
        • Settings
          • Users
          • Groups
          • Reviewer Settings
          • Determination messages
          • Application settings
  • πŸ—οΈBuild
    • Setting up funds and labs
      • Select a Workflow
        • πŸ’β€β™€οΈRequest
        • πŸ‘©β€πŸ¦³Request with External Reviewer
        • πŸ‘¨β€πŸ‘©β€πŸ‘§β€πŸ‘¦Request with Community Review
        • πŸ’‘Concept and Proposal
        • Copy a fund, lab, round
        • Edit a fund, lab, round
    • Types of Forms
    • Create a new application form
      • Application Form Checklist
    • Create Review Forms
    • Add Advisory Council or External Reviewer(s)
    • Create a new Round
    • Create a new Lab application
    • Publish a Fund & Lab
    • Create a Request For Partners (RFP)
    • πŸ›‘Terms & Conditions
      • Acknowledgements
      • My OTF Login
  • 🍎Tutorials
    • Concept Note Management
      • Step 1 - First Week
      • Step 2 - Second Week
      • Step 3 - Third Week
      • Step 4 - Fourth Week
    • Proposal Management
      • Invite to Proposal
      • Internal Review
      • Ready for Determination
        • Send message to applicant
        • Save Draft Determination
      • Advisory Council Review (External Review)
      • Ready for Final Determination
  • Glossary
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  1. Getting Started

User Roles

User roles refer to different administrative levels in Hypha (i.e. have specific "permissions")

PreviousUser Account ManagementNextStaff

Last updated 1 year ago

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The role could submit reviews, send determinations, and set up applications (this means creating Forms, Funds, and Rounds, and give other users (e.g. Reviewers or other Staff) access to applications/submissions.

The role has their own dashboard and can submit reviews. OTF's Advisory Council Members are often assigned the 'Reviewer' role.

The Applicant role can access their own application and communicate with OTF in the communication/comment tab.

The role could view, edit, and comment on a specific application they are assigned to.

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Staff
Reviewer
Partner