---
title: Assigning Applicants to Reviewers
description: A step-by-step guide to the Shortlister Review Panel
---

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# Assigning Applicants to Reviewers

## A step-by-step guide to the Shortlister Review Panel

The Review Panel controls who on your team can see candidate submissions for an interview, what information they see, and what actions they can take. This guide walks through assigning applicants for an interview to your reviewers using the **Assign to reviewers** workflow.

The workflow has three steps:

1. Choose how you want to assign participants.
2. Select which participants to assign.
3. Choose which reviewers receive them, and set their permissions.

 Where to find the Review Panel

1. Open the interview you want to manage.
2. Go to its **Review Panel** tab. The URL follows the pattern `go.shortlister.com/interviews/[interview ID]/review-panel`.

The panel header shows six summary stats for the interview: **Applications**, **Responded**, **Reviewed**, **Unassigned**, **Reviewers** and **Avg. time to review**. Below that is a table listing every reviewer, how many submissions they've reviewed, their latest review date and their current permissions.

![](https://4019327.fs1.hubspotusercontent-na1.net/hub/4019327/hubfs/undefined-Oct-21-2026-07-47-54-8715-AM.png?width=1600&height=985&name=undefined-Oct-21-2026-07-47-54-8715-AM.png)

 Step-by-step: Assign to reviewers

### Open the assignment wizard

Click the **Assign to reviewers** button in the top-right corner of the Review Panel. This opens a 3-step wizard.

### Step 1 of 3: Assign participants to reviewers

Choose how you want to distribute applicants:

- **Distribute automatically**: continuously spreads participants across reviewers as they become review-ready. It updates dynamically and can balance workload using weighted distribution.
- **Assign manually**: you choose exactly which participants go to which reviewers. Assignments are fixed and only the participants you select are included. Best for targeted reviews.

Tick **Include account holders in assignment** if you want account holders to be eligible for assignment as reviewers.

Select the option you want and click **Continue**.

![](https://4019327.fs1.hubspotusercontent-na1.net/hub/4019327/hubfs/undefined-Oct-21-2026-07-48-23-9620-AM.png?width=1600&height=985&name=undefined-Oct-21-2026-07-48-23-9620-AM.png)

### Step 2 of 3: Select participants

If you chose **Assign manually**, pick which applicants to include:

- Use the filter dropdown (e.g. "All (13)") to narrow the list, or type in **Search participants** to find someone by name or email.
- Tick individual checkboxes, or use **Select all**, **Select visible** or **Clear all** above the table.
- The table shows each participant's **Name**, **Email** and review **Status** (e.g. Not reviewed, Reviewed (1)).

Once you've selected everyone you want to assign, click **Continue**.

![](https://4019327.fs1.hubspotusercontent-na1.net/hub/4019327/hubfs/undefined-Oct-21-2026-07-48-55-1673-AM.png?width=1600&height=985&name=undefined-Oct-21-2026-07-48-55-1673-AM.png)

### Step 3 of 3: Choose reviewers and set permissions

Select which reviewers should receive the assigned participants:

- Tick the box next to each reviewer's name. Each row shows how many participants are currently assigned to that reviewer.
- Use **Select all**, **Deselect all** or **Clear manual assignments** above the list if needed.
- Account holders are labelled accordingly. A row may show "(visibility will change)" if the assignment will alter what that reviewer can currently see.

![](https://4019327.fs1.hubspotusercontent-na1.net/hub/4019327/hubfs/undefined-Oct-21-2026-07-49-12-4646-AM.png?width=1600&height=985&name=undefined-Oct-21-2026-07-49-12-4646-AM.png)

Below the reviewer list, configure **Reviewer permissions**. These settings apply to every reviewer selected above:

- **Who they can see**: controls which participants the reviewer can access. Options are All, Successful only, Unrated only, Unrated by them only, or Assigned only.
- **Visibility**: e.g. "Only their ratings and comments", which limits how much of other reviewers' input a reviewer can see.
- **Reviewer actions**: e.g. "Rate", which defines what the reviewer is allowed to do with a submission.
- **AI Assistance**, **Authenticity Indicator** and **Language Proficiency** toggles: switch these on or off to control which AI-driven insights the reviewer sees.

![](https://4019327.fs1.hubspotusercontent-na1.net/hub/4019327/hubfs/undefined-Oct-21-2026-07-49-26-4046-AM.png?width=1600&height=985&name=undefined-Oct-21-2026-07-49-26-4046-AM.png)

When everything is set, click **Distribute and apply** (bottom-right of the window) to complete the assignment.

**Note:** The button is labelled "Distribute and apply" whether you chose automatic distribution or manual assignment in Step 1.

### 5. Confirm the assignment

After you click **Distribute and apply**, the message "Submissions were distributed to the selected reviewers" appears in the top-right corner. The reviewer table updates immediately to show each reviewer's new review counts and permissions.

![](https://4019327.fs1.hubspotusercontent-na1.net/hub/4019327/hubfs/undefined-Oct-21-2026-07-49-48-8505-AM.png?width=1600&height=985&name=undefined-Oct-21-2026-07-49-48-8505-AM.png)

 Managing an existing assignment

Each reviewer row has a **⋮** (three dots) menu on the far right with these options:

- **Edit permissions**: change what that reviewer can see and do without redoing the whole assignment.
- **Edit assigned participants**: add or remove specific participants from that reviewer's list.
- **Clear manual assignments**: remove all manually assigned participants from that reviewer.
- **Send invite**: send (or resend) the reviewer's invitation to the review panel.
- **Delete**: remove the reviewer from the panel entirely.

 Quick reference

| Step | Action |
| --- | --- |
| 1 | Open the interview's Review Panel |
| 2 | Click **Assign to reviewers** |
| 3 | Wizard step 1: choose **Distribute automatically** or **Assign manually** |
| 4 | Wizard step 2: select the participants to assign (manual mode only) |
| 5 | Wizard step 3: choose reviewers and set their permissions |
| 6 | Click **Distribute and apply** |
| 7 | Check the confirmation message and the updated reviewer table |

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