Manage applicants
3 min
managing applicants in roster helps streamline your ambassador program by reviewing, approving, rejecting, and nominating incoming applications this guide walks you through each step of the process, including utilizing filters and exploring application details step by step instructions access the applicant section navigate to the applicants tab in your roster portal view the three sections pending contains new and unprocessed applications rejected lists applicants that were not approved nominated shows applicants under consideration for alternative programs review and manage applicant details click on an applicant's name to open their contact drawer review the details such as program applied to and submission date verified customer status (shopify or pixel data integration) email, address, phone number, and social profiles responses to application questions and custom properties approve an applicant click the approve button in the applicant’s contact drawer select the program you want to approve them for ensure the application approved email is enabled under program settings if desired confirm your selection to complete the approval process reject an applicant click the reject button in the applicant’s contact drawer optionally enable or disable the rejection notification email in the program settings confirm to move the applicant to the rejected tab nominate an applicant click the nominate button in the applicant’s contact drawer choose the alternative program you want to nominate them for confirm the nomination to move them to the nominated tab utilize filters and search options use the search bar to find specific applicants by name apply filters to narrow down results by program, status, or other criteria add or adjust columns for customized views export applicant data select applicants from the list using checkboxes click on the actions dropdown and choose export save the exported file for reporting or analysis need help? if you have questions or need further assistance, feel free to reach out to support\@getroster com mailto\ support\@getroster com