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Please Review Users creating unlocked workgroups.

Please Review Administrators have permissions to make changes.

1. Create an Unlocked Workgroup
2. Editing User in an Unlocked Workgroup
3. Editing an Unlocked Workgroup
4. Further Reading

Create an Unlocked Workgroup

1. To create a new unlocked workgroup, click on ‘Workgroup Management’ under ‘System’ on the left-hand menu.
2. At the workgroup management screen click ‘Add New’.
3. A new dialogue will display where you can choose to create a locked or unlocked workgroup.

4. Choose unlocked if you wish to manually synchronize the users within the workgroup, or locked if you wish the synchronization to be done for you.
5. When creating a locked workgroup, it is not possible to select which group members are copied into Please Review from the external system.
6. For this example, choose ‘Unlocked workgroup’. The ‘new workgroup’ screen will be displayed:

7. If the ‘All monitors’ checkbox is selected it means that all workgroup members are automatically assigned a monitor role. See All Monitor Workgroups for more information.
8. Click on ‘Save’ to create the workgroup. If the workgroup name already exists, then the user will be warned and cannot proceed until a different name is entered.

Editing Users in an Unlocked Workgroup

You can either edit a user from the ‘users’ option or from the ‘workgroup management’ option.

1. Click on ‘Users’ under ‘Admin’ on the left-hand menu. The ‘user administration’ screen will be
   displayed. Enter appropriate search criteria to locate the required user then click ‘Find’:

2. Select the required user to be taken to the ‘edit user details’ screen. Alternatively, click on ‘workgroup management’ under ‘admin’ on the left-hand menu.
3. Then click ‘Members’ against the required workgroup. All members of the workgroup will be listed:

Here are a few things to note about a locked workgroup:

• There will be an ‘Edit’ and ‘Remove’ option for each user.
• There will be ‘Add User’ and ‘Import User’ buttons available.

1. To edit a user, click on ‘Edit’ to the right and the ‘edit user details’ screen will be displayed:

3. Change the role, default workgroup or user type as required.
4. To add an additional source for the user, click on ‘Edit’ next to the ‘Login name’, a pop-up authentication window displays:

5. Click ‘Add user from another source’, all available login sources will be shown in the drop-down list:

6. If you create a native Please Review account for the user, you will be able to assign a password.
7. If more than one source authenticates the user, this will be displayed to the right of the login name:

Editing an Unlocked Workgroup

• To edit an unlocked workgroup, click on ‘workgroup management’ under ‘admin’ on the left-hand menu. At the ‘workgroup management’ screen click ‘Edit’ against the workgroup.
• The ‘editing workgroup’ screen will be displayed:

Note: you cannot lock an unlocked workgroup.

Further Reading

• How to Configure External Systems Integration
• How to Use External Groups
• How to Edit Locked Workgroups