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How to Configure Zone Permissions
Who is this article for?Please Review authors managing zone permissions.
Review Owners have permissions to enable zones.
Zone permissions in Please Review are a crucial feature that allows for precise control and management of the collaborative document review process. With documents divided into zones, users assume specific roles, such as reviewers, authors, or administrators, each with distinct permissions within these zones. Please see Further Reading for creating and enabling zones.
Zone Permissions
The zone permissions available for each participant is dependent on their role in the review and your system configuration settings.:
| Permission | Effect | |
|---|---|---|
| H | Hidden | Unable to see this zone. |
| V | Viewer | Read-only access to this zone. |
| R | Reply Only | Can only reply to comments/changes (If enabled by system configuration*). |
| C | Comment Only | Can only add comments (If enabled by system configuration*). |
| P | Propose Change Only | Can only add proposed changes (If enabled by system configuration*). |
| R | Reviewer | Can add comments/proposed changes as normal. |
| A | Author | Can accept/close comments on this zone. |
| W | Edit in Word | Can edit the zone by downloading to Word. Only available to participants with a role containing ‘Contributor’. |
This is only available to participants with a role containing ‘Contributor’.
* = see "Additional Review Roles" in Please Review Advanced Features Configuration Guide
Note: Hovering over a checkbox/radio button will display further information about the permission. Once created, zones are visible in the navigation pane when navigating by ‘Zones’. Any zone assigned for editing in Word will show the assigned Contributors name (see Using Zones). All sections of the document not in a specific zone will be included in the Default Zone.
Assigning Zones as a Super-Contributor
A Super-Contributor can assign a zone to themselves, but they cannot assign zones to anyone else.
Automatic Selection Rules for Zones
When creating zones, Please Review will use an automatic ‘smart selection’ of content based on where the zone starts. If the start paragraph is a Word heading level, all paragraphs to the next same level heading will be automatically selected. For example, if you select a Level 1 Heading, the selection will automatically include everything to the next Level 1 Heading. To override the automatic selection, press the Shift key on your keyboard and click the paragraph where you would like the zone to end.
Zones and Delegation
If a review participant uses Simple Delegation to delegate their role on a review to another user, they delegate all their permissions. This means that the new participant will have the original participant’s zone permissions transferred to them. This applies even if the original participant had downloaded a zone before delegating. If a review participant uses Managerial Delegation to add new participants to a review, all new participants will be assigned permissions based on the ‘New participant zone role’. In this instance the Delegator also remains on the review and retains any existing zone permissions assigned to them.