User Multi-Role - Overview

Discover how a user can act as different user roles in Tahua from one login e.g. Applicant and Assessor from one login

Why we built this

Currently, if you have to wear multiple hats throughout a grant workflow, such as switching between an Applicant and an Assessor, you would have to create two separate accounts under different email addresses.

We understand that this can become a problem if you only have one email address. We also understand that having two email addresses can become difficult to manage, leading to missing important information, and worse off: not being able to complete an engagement with applicants.

This should not be confused with an Applicant registering multiple Applicant Organisations which is detailed in our Applicant Area

Introducing Multi-Role

We’ve made it easier to manage multiple roles without juggling multiple accounts. Now, whether you’re applying for a grant or assessing applications, you can do it all from a single login.

Instead of creating separate accounts for each role, you’ll be able to switch seamlessly within your profile, ensuring you receive the right notifications and have everything in one place. This means fewer missed emails, less confusion, and a smoother experience from start to finish.

You’ll still have full control over each role’s responsibilities, but now it’s all under one roof—no extra logins required.

How To Switch Between Roles

If a user holds more than one role within the system, Tahua will display a “User Mode” switch at the bottom of the left hand menu.

Roles can be assigned in two ways: either explicitly granted by an administrator or automatically assumed by the system. The specific details for each scenario are explained below.

Granting Applicant Role to an Assessor (Explicitly Granted)

Within your Administrator Portal:

• Navigate to the Assess page (Users > Assessors > View)

• From this page click on “Grant Applicant Role” from the right hand side options

Granting Verifier Role to an Applicant

1

Invite an existing Applicant from Admin Verifier page

Use the Invite User function on the Admin Verifier page to invite an existing Applicant.

2

Applicant initiates Verifier sign-up from Applicant Portal

If you enable the ability for Verifiers to sign up themselves, an Applicant can add a Grant Applicant Role using the common “Create Another” process available in their portal.

When selecting “Who are you registering on behalf of,” choose “I’m registering as a Verifier.”

This will skip Step 1 - Sign up as the user already exists and has signed up.

Granting Applicant Role to a Verifier

A Verifier can create Verifier Organisations by clicking on the Create Another button in their portal.

Then, when selecting “Who are you registering on behalf of,” choose any of the Applicant Registration Types available.

Granting Assessor Role to an Applicant or Verifier

Within your Administration portal:

• Navigate to the Applicant/Verifier User page (Users > Applicants > View)

• From this page click on “Grant Assessor Role” from the right hand side options