Two simple roles
Most teams only need two roles:
- Member — participates in Assists, earns points, and claims perks.
- Reviewer — grants or declines outcome steps and stays in the loop for results.
What Reviewers actually do
Reviewers appear when an outcome needs a quick judgment before bonus points are awarded. They see a focused inbox and light overlays; one click approves, or they can request a change.
Examples of reviewer responsibilities:
- Sales reviewers validate warm‑intro outcomes (e.g., "meeting booked")
- HR managers validate candidate outcomes (e.g., "passed screening", "hired")
- Marketing owners validate engagement outcomes (e.g., "3k impressions milestone")
This keeps quality high without bottlenecks—the right functional owner is in the loop, not a central admin.
How Reviewer Assignment Works
Reviewers are assigned at the Assist level (not globally per assist type):
When you create or edit an Assist: 1. Open Assist settings 2. Select "Reviewer" from user dropdown 3. Choose a specific user (e.g., Sarah - Sales Manager) 4. Save → That person becomes the reviewer for this Assist only
Example:
- Warm Intro #1 "Enterprise Prospects" → Assigned to Sarah (Sales Manager)
- Warm Intro #2 "SMB Prospects" → Assigned to Tom (VP Sales)
- Talent Referral "Engineering Roles" → Assigned to Jessica (HR Manager)
Fallback Reviewer
If no reviewer is assigned to an Assist:
- Approvals route to workspace Admins
- Any admin can approve/reject
- System uses first available admin
Best Practices
- Assign reviewers based on who owns the outcome (not just job title)
- For high-volume Assists, assign a team lead who checks outcomes daily
- Review assignments quarterly as team structure changes
- Add a backup reviewer for coverage during PTO