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How to Add and Manage Participants
Who is this article for?Please Review Administrators managing participants.
Administrators of reviews can manage or add participants.
This article details how to add and manage participants in Please Review. It will discuss how to bulk-add participants and add them from the search function.
This article does not explain how to assign review or workgroup roles. For more information on this topic please see How to Configure Review Roles or How to Configure Workgroup Roles.
This article is split into the following sections:
Add Participants
Add participants to your review:
- There is no limit to the number of participants in a review.
- You can add participants from several distribution lists.
- Review Owners can set up personal distribution lists using the option on the left-hand menu ‘manage lists'.
- Workgroup Administrators can create shared distribution lists.
- Distribution lists include the role assigned to each participant, and the participants are added to the relevant role. Once added, they can be moved to another role.
- Workgroup Administrators can add users to the Workgroup at this point if required.
Add Participants from Search
By entering text in the search box, you can easily locate users.
Please Review will automatically provide a list of suggested users as you type:
- Then simply add the user by clicking the suggestion or pressing the Enter key. You can select the ‘Add’ button once you have selected all participants, or they will be added when you click ‘Next’.
- If no users are found matching the criteria this may be because the user is not in the Workgroup.
- If Taskgroups are enabled, you can move the review to a Taskgroup and search again for users. See Moving Participants to Taskgroups/Workgroups.
Add Participants in Bulk
You can add participants in bulk using a list of user email addresses taken from other sources, such as Outlook. All Please Review users from the list will be added to the review. If any do not match that of a Please Review user, it is flagged.