Roles & permissions

Understand Members vs Reviewers. Reviewers grant outcome steps and stay in the loop.

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.
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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
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