How do I assign submissions to team members for review?

With the Assignments feature, you can easily assign submissions to team members and invite team members to your organization's account, all within the Assignments window.



I. TO ASSIGN MULTIPLE SUBMISSIONS TO TEAM MEMBERS:

1. In your Submissions list, optionally use the Search Filters to locate submissions by specific search criteria. Select the checkboxes next to the submissions you'd like to assign.
2. Click the Assign to Team Member icon  at the top of the Submissions list.

3. In the Assignments window, below the 'Search by name or email' box, click on the name of any existing team member to whom you'd like to assign the submissions. The number of submissions assigned to that team member, as well as their permission level and optional title, will show next to their name.
  • To assign all of your organization's current and any future team members to these submissions, click Entire Team.
  • Optionally use the search box to search for the name, email address, or permission level of existing team members or to invite and assign new team members by email address. Simply click on their name or email address to assign and/or invite them (Note: By default, any team members you invite to your organization's account via the Assignments window will have a Level 1 permission level. Click the Level 1 link to change it to another permission level.)
  • To unassign a team member, click the X next to their name.
  • To add an optional message for your reviewers, click More options.
Click Done X in the upper right-hand corner of the Assignments window or click outside the Assignments window to save your changes. (Note: If you've assigned team members in the Assignments window and would like to cancel these assignments, click the X next to each team member's name to remove them.)

4. If you're assigning team members to multiple submissions that are already assigned to different sets of team members, you will see a Manage existing assignments button in the Assignments window. Click the Manage existing assignments button to see which team members are assigned to all of your selected submissions and which team members are assigned to only some of your selected submissions. You can optionally unassign team members from their existing assignments by clicking the X next to their name. Add in any additional assigned team members and an optional message. Then, click Update Assignments.

5. Team members will receive an email notifying them about their assigned submissions. They can then sign in to review, comment on, and rate their assignments. Any new team members you invite to your organization will receive an email (to the email address you used when inviting them) that contains an acknowledgment link that they must click to complete the signup process.

6. To automatically assign team members to incoming submissions for a specific category, follow the steps here.  

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II. TO ASSIGN A SINGLE SUBMISSION TO TEAM MEMBERS IN THE SUBMISSION'S DETAILS PAGE:

1. In your Submissions list, click the name of the submission to go to its details page.
2. In the submission's details page, click the Assign to Team Member icon  at the top of the screen. 

3. In the Assignments window, below the 'Search by name or email' box, click on the name of any existing team member to whom you'd like to assign the submission. The number of submissions assigned to that team member, as well as their permission level and optional title, will show next to their name.
  • To assign all of your organization's current and any future team members to the submission, click Entire Team.
  • Optionally use the search box to search for the name, email address, or permission level of existing team members or to invite and assign new team members by email address. Simply click on their name or email address to assign and/or invite them. (Note: By default, any team members you invite to your organization's account via the Assignments window will have a Level 1 permission level. Click the Level 1 link to change it to another permission level.)
  • To unassign a team member, click the X next to their name.
  • To add an optional message for your reviewers, click More options.
Click Done X in the upper right-hand corner of the Assignments window or click outside the Assignments window to save your changes. (Note: If you've assigned team members in the Assignments window and would like to cancel these assignments, click the X next to each team member's name to remove them.)

4. Team members will receive an email notifying them about their assigned submission. They can then sign in to review, comment on, and rate their assignments. Any new team members you invite to your organization will receive an email ( to the email address you used when inviting them) that contains an acknowledgment link that they must click to complete the signup process.

5. To automatically assign team members to incoming submissions for a specific category, follow the steps here.  

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Submissions with more than one reviewer assigned to them will be labeled Multiple Team Members under the Assigned column of the Submissions list. If you click on this label, it will show the names of the assigned team members.

Related: How do I unassign submissions?

Can I randomly assign submissions to a set number of reviewers?


Questions? Contact us at support@submittable.com.

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