Define the Specialties of the Evaluator

Next you will add the roles to the contact – their specialties and their calendar.

1. Click the Settings, Roles & Access menu.

You can use this screen to give the evaluator access to the system and set their specializations.

2. Select the appropriate specializations.

Generally, you will set at least two roles. A general role for all evaluators, and then one or more true specializations.

The general designation is useful when you wish to quickly filter all your evaluators.

3. Click the Save button