Who is this article for?

Please Review Administrators managing roles.

Administration access will be required to follow this guide.

The following steps will take you through the different reviewer roles and the permissions involved in each. This article will not explain workgroups or how to configure review roles. To find this information, see Further Reading.

1. Introduction to Review Roles
2. Reviewer Roles
3. Author Roles
4. Contributor Roles
5. User Types
6. Further Reading

1. Introduction to Review Roles

It is important to differentiate between the Workgroup Role and the Review Role. There are several main roles in Please Review and individuals can be allocated separate roles (or a combination of roles) in Workgroups. In this guide, we will be concentrating on the Reviewer Role in particular.

2. Reviewer Roles

If a user has the Workgroup role of Reviewer, they can be assigned the role of Reviewer or Viewer within a review.

Note: There can be multiple Reviewers and Viewers in each review.

An overview of these roles and the tasks they can carry out within a review is shown in the table:

3. Author Roles

If the user’s Workgroup role is Author, the user automatically has privileges to create and manage reviews in that Workgroup. Additionally, the Author role means that the user may be added to reviews they do not own in the role of Reviewer, Viewer or Author.

If a user has the Workgroup role of Author, they can create a review which, by default, will give them the role of Owner.

The review Owner automatically has Author permissions and can appoint additional Authors in the review. There can be multiple Authors in each review but there can only be one Owner per review. An overview of these roles and the tasks they can carry out within a review is shown in the table:

4. Contributor Roles

If the user’s Workgroup role is Contributor, the user may be added to reviews they do not own in the role of Reviewer, Viewer or Contributor.

Contributors are review participants who are also able to edit an allocated part of a Word document using Microsoft Word itself. The Contributor role is, therefore, only valid when a Word document is included in the review.

If a user's Workgroup role is Author-Contributor, the user automatically has privileges to create and manage reviews.

Additionally, the combination of both Author and Contributor roles means that:

• The user may be added to reviews they don't own in the role of Reviewer, Viewer, Author, or Contributor.
• The user may be added to reviews they do not own in the role of Author-Contributor or Super-Contributor.

There can be multiple Contributors in each review. An overview of these roles and the tasks they can carry out within a review is shown in the table:

Super-Contributor Role

A Super-Contributor has the permissions of an Author and Contributor combined within a review. So, they can accept, and close comments made by any participant and have edit-in-Word zones assigned to them by the review Owner. The review Owner is automatically a Super-Contributor if they have an Author-Contributor role in the review.

Note: Super-Contributors are also able to assign zones to themselves anywhere in the document (if it is available).

5. User Types

The Please Review System Administrator can define User Types and select the functionality available for each type. This allows control over the functionality available to each user, depending on the user type allocated to them. Each user can then be categorized as a user type and thus there is control over what functionality is available to them.

Note: The user roles covered in this guide describe their default functionality.

6. Further Reading

• Introduction to Workgroups
• How to Configure Review Roles