Who is this article for?

Please Review Administrators managing roles.

Administration access will be required to follow this guide.

This article gives simple steps to configure review roles and add new users to a review. These steps will not explain managing participants or configuring workgroups. For more information on these topics, see Further Reading.

1. Adding Users to Reviews
2. Configuring a Review Role
3. Further Reading

1. Adding Users to Reviews

1. To Create a Review Role, select 'Review' and then 'My Reviews'.
2. Find the review you would like to add users to and click 'Edit Details' at the bottom of the page.

3. You should view a similar screen to the picture above, select 'Edit' under participants.

4. You will be taken to a page that gives you the ability to add new review participants.

Make sure that participants are previously added as a user, or you won't find them in your participants list. You can do this at the bottom of the review participant's page.

2. Configuring a Review Role

1. To configure Review Roles, stay on the same page as above and click 'Edit' on the participants review role that you'd like to change.
2. A drop-down menu will appear, choose the review role you'd like to give them.
3. Click 'Update'.

You can also update 'Capacity' which gives users a collective that they work in i.e. marketing, legal, engineering etc.

If you find that the role you want to select doesn't exist in the drop-down menu, you may need to go back and adjust their permissions for either the review or workgroup.

3. Further Reading

• How to Configure Workgroup Roles
• Introduction to Review Roles