Who is this article for?

Please Review Administrators managing roles.

Administration access will be required to follow this guide.

The following guide gives simple steps towards configuring workgroup roles in Please Review. It will show you how to create, add and move workgroups. This article won't show how to assign any review-related roles. For more information on this, please visit Further Reading.

1. Creating a Workgroup
2. Moving a Workgroup
3. Adding Workgroup Roles
4. Further Reading

1. Creating a Workgroup

1. To add a Workgroup in Please Review, select the Admin icon.
2. Click Workgroup Management.
3. Then, select Add New.

4. A new page will appear, give your Workgroup a name, in this case, it's Workgroup Test.
5. You will notice your Parent Workgroup above. This is the category in which your Workgroup will sit.
6. Add in any notes and select if you would like Monitors to see your Workgroup.
7. Click Save.

8. Your Workgroup will appear in Workgroup Management, with an ID and level of permissions.
9. Add as many Workgroups as needed.

Note: The group will be created, and members added when the Save button is clicked. Ensure you have the correct permissions set for users.

2. Moving a Workgroup

Note: Moving Workgroups will give System Admins the ability to move a workgroup from one parent workgroup to another.

Here are a couple of things you need to know about moving workgroups:

• Moving workgroups will save the customer from having to delete the workgroup within the old parent workgroup and recreate it in the new one.
• System Admins are the only users who can perform the movement of sub workgroups to another parent workgroup (outside of the sub workgroup's license group).
• Any users who have admin access but not system admin access will not be able to perform this action. You will only be able move the sub workgroup into another work group that contains the same License group (Master License).

How to Move a Workgroup

1. On the 'Edit Workgroup' page there will be an option for 'Parent Workgroup Name' which has a drop down for all the parent workgroups.
2. Using this drop down you can select to move the workgroup you are currently editing to become a sub workgroup of the new parent workgroup selected in the drop down.

3.  After Selecting the new parent workgroup from the drop down, click on the 'Save' button and the workgroup should now have moved.
4. When the workgroup has been moved successfully all the child workgroups, task groups, participants and reviews will also be taken over to the new parent workgroup.

You cannot move a workgroup to another workgroup when they are not using the same license group (Master License). The workgroup cannot be moved to itself as a parent workgroup, nor can it belong to its own child workgroup. The workgroup also cannot be moved to or from locked workgroups.

Note: If a workgroup has a specific setting overridden and is moved to a parent workgroup which setting is set to ‘allow override = off’, this will not automatically remove the overridden setting already present on the moved workgroup.

3. Adding Workgroup Roles

1. To add users into the Workgroup you've created, select 'Admin' then 'Workgroup Management'.
2. Select the workgroup you would like to add users into, in this case, it's Workgroup Test.

3. Click Members and it will display a full name, email address and workgroup role.
4. Select 'Add User' and use the previous Introduction to Workgroups Roles to understand which role to assign.
5. On this screen, you can edit or remove users as needed.

4. Further Reading

• Introduction to Workgroup Roles
• How to Configure Review Roles