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
  2. User Roles

Partner

PreviousReviewerNextStaff Admin & Admin

Last updated 1 year ago

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The Partner role could view, edit, and submit a comment (via the platform communication tab) about a specific application they have been assigned. A OTF's program staff would need to manually assign this user account to a particular application.

Within OTF the partner role could be used for fellowship host organizations, service providers, or an individual that is associated with the applicant, etc. During the application phase, a "partner" could view the application but is unable to submit a review. This role could be used when two or more people are collaborating on a single application; one applicant gets Applicant role, and other individuals could be assigned the Partner role. OTF also uses the partner role for fellowship host organizations, service providers, etc.

The Partner could view and edit any application that has been assigned to them. Applications assigned to the Partner are available on their dashboard

The Partner role could be associated or assigned to an application by clicking on Partner button in the Actions to take > Assign.

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