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Create and Share Reviews
Create and share Funding Request reviews with your team.
- Create a Review
Create a Review to ask for feedback from a user about a fundseeker’s application. After you create the Review, view it on the Funding Request’s Review tab. - Share a Review
Collaborate with external users by sharing a Review with them. Sharing a Review grants Read or Edit access depending on the Review Access Level granted.
Create a Review
Create a Review to ask for feedback from a user about a fundseeker’s application. After you create the Review, view it on the Funding Request’s Review tab.
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From the App Launcher (
), find and select Reviews. -
Click New.
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Enter a Review Name.
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Select a Status.
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Search for and select an existing Funding Request.
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In Assigned To, search for and select the reviewer.
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Enter a Due Date.
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If you're also providing feedback and completing the Review, complete the Submitted Date and Comments fields.
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Save your changes.
Share a Review
Collaborate with external users by sharing a Review with them. Sharing a Review grants Read or Edit access depending on the Review Access Level granted.
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Go to a Review record.
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Click
, then select Sharing.
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Select User, and then, choose the user to share the Review with.
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Select a Review Access Level.
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Read/Write lets the user read and edit the review.
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Read Only lets the user see the Review record but not edit it.
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Save your changes.
