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Using the admin category settings
Who is this article for?
Please Review administrators using the admin category settings.
IT access will be required to implement these changes.
The Admin category serves as a central hub for administrators to manage user roles, access controls, and system-wide preferences, allowing for fine-tuned control over the platform's configuration and security. This category empowers administrators to customise Please Review to align with their organisation's specific needs and policies, ensuring a tailored and secure document review environment.
Important: From version 8.4 onwards, Please Review no longer supports Documentum D2 or CARA.
1. Admin configuration settings
The table below outlines the configuration options.
| Configuration Name | Default Value | Default Override | Notes | Workgroup | Review Type |
|---|---|---|---|---|---|
| Abuse email address | abuse.pr@pleasereview.net | Abuse Email Address - used in the boilerplate at the bottom of emails. | |||
| Auto-complete days | -1 | N/A | Overdue reviews will be automatically set to status 'Complete' this many days after the last activity. Set -1 to disable feature. | ||
| Auto-delete | PERMIT | Automatically delete reviews a certain number of days after they are completed (setting ‘Auto-delete days’ specifies the actual number of days). If you do not have the recycle bin enabled, the reviews will be permanently deleted and can only be recovered from backup. If you enable Auto-Delete for an existing system, the setting will apply retrospectively to reviews which are already completed so they will be deleted immediately (typically within 1 hour). | |||
| Auto-delete days | -1 | N/A | Number of days after review completion to auto-delete reviews. Set -1 to disable feature (this is the equivalent of setting Auto-delete to DENY for all workgroups). | ||
| Auto-delete reminder | -1 | N/A | Controls the sending of an auto-delete reminder email. The value is the number of days before a review is due for auto-deletion that the reminder will be generated. Set -1 to disable feature. | ||
| Create review only in taskgroups | DENY | N/A | Users cannot create reviews in workgroups; only in taskgroups. | ||
| Default review type | If the default field is blank, Please Review will assume it means ‘STANDARD’. | ||||
| Delete participant with comments | PERMIT | Allows the review owner to remove a participant from a review even if they have made comments. | |||
| Disable Configurations for Workgroup Admins | FALSE | ||||
| Disable Review Types | FALSE | Disables the ability to create new review types. | |||
| Document download read-only | PERMIT | When a reviewer downloads a Microsoft Word document from a review, protect it so it is read-only (to stop them accidentally editing it). | |||
| Document Preparation Timeout | 5400 | Document Preparation Timeout in seconds | |||
| Email Queue Purge Time | 30 | N/A | How long (in days) email queue entries are retained in the email status screen | ||
| Email's from System Suffixes | Sets the ‘from’ address on an email to the system mail address (rather than the user that generated the email) if the end of the destination address matches any value in this semicolon-separated list. Set to ‘*’ to send all emails from the system mail address | ||||
| Enable cascade logout | TRUE | N/A | Select True to enable cascade logout | ||
| Enable Login as for SysAdmin | FALSE | ||||
| Enable User Import | TRUE | ||||
| Force participant status | PERMIT | PERMIT (default) shows the participant status whenever a reviewer leaves the review for them to set their current status; DENY allows them to leave the review without setting their status. | |||
| License Expiry Warning | 5 | How many days in advance to show the license expiry warning | |||
| Owner default role | Owner | Default role assigned to the owner when they create a review. | |||
| Participant default role | Reviewer | Default role when participants are added to a review. | |||
| Recycle purge days (Review) | 30 | N/A | Controls the operation of the recycle bin for Please Review. Any reviews which have been in the recycle bin for more than RECYCLEPURGEDAYS (numeric value) days will be deleted (as part of the periodic processing). Set 0 to disable feature. | ||
| Send emails | PERMIT | If this is set to DENY, the system does not generate any emails at all. | |||
| Send password emails | PERMIT | N/A | PERMIT (default) allows the user to request an email to reset their password; DENY means that if a user loses their password an administrator must reset it for them. | ||
| Show User preferences | PERMIT | Controls whether user settings and details appear on the top banner. | |||
| Support email address | support.pr@pleasereview.net | Support Email Address - used when generating an email to ‘support’. | |||
| SysAdmin enter any review | PERMIT | N/A | Allows the SysAdmin to enter any review. | ||
| SysAdmin/User Owner change password | PERMIT | N/A | Controls whether the SysAdmin or User Owner can change a user's password. | ||
| System email address | system.pr@pleasereview.net | System Email Address - this is used as the ‘from’ address on system emails | |||
| Take control of review | PERMIT | Allows an administrator to take control of a review, or the owner to hand over control.2 | |||
| Taskgroups | PERMIT | N/A | Enables Taskgroups. | ||
| Use email as username | FALSE | Set to False when integrated with Ideagen Hub, Veeva Vault or has external authentication setup | |||
| Workgroup admin add new user | PERMIT | N/A | Controls whether a workgroup administrator can add a new user. | ||
| Workgroup admin change password | DENY | N/A | Controls whether a workgroup administrator can change a user's password. | ||
| Workgroup admin edit all users | DENY | N/A | Controls whether a workgroup administrator can edit details about any user. |
2. Admin category details
This configuration setting permits or denies the transfer of ownership of a review.
- If set to permit the sysadmin, workgroup admin and review owner can transfer the ownership of the review.
- If set to deny, then neither the review owner, sysadmin or workgroup admin can take control of the review.
Note: If Take control of a review is permitted at the root level, sysadmin can transfer ownership of reviews in any workgroup, regardless of the setting on other workgroups.
If it is denied at the root but permitted in other workgroups, sysadmin will not be able to transfer ownership of a review in a permitted workgroup, but workgroup admin can.
Important: If the two Change password entries are both set to DENY, a user can only set or reset his own password by email link, so Send password emails must be set to PERMIT.