Add or remove reviewers

When a review is in a State of Reviewing or Resolving, you can add reviewers. You can also end a reviewer's participation in a review by removing them. If a review is in a State of Cancelled or Completed, you can only view the settings.

To add or remove reviewers:

  1. Click Reviews.
  2. On the Reviews Management tab, in the list of reviews, select the review, right-click the row, and then select Open details.
    You can also access this option by clicking the context menu and selecting Open details.
  3. On the Update Review dialog, in the Reviewers list, to add users to this review, click Add Reviewer.

    Result: You see the Select Users/Roles screen.

  4. If the list is large or you only want to see a certain type of role or user, you can narrow the list in the following ways:

    1. To see only names that contain a word or specific letters, in Filter, enter text. For example you can find names that contain "admin", or "review". You can't search for text in any other column except Name.
    2. To see all users and roles but sorted by Name, Security Type, or User Type, click the column heading and then click the grey arrow.
    3. To see all roles listed first, sort the list by Security Type in ascending order. Click the Security Type column heading, click the grey arrow, and then select Sort Ascending.
    4. To see all users listed first, sort the list by Security Type in descending order. Click the Security Type column heading, click the grey arrow, and then select Sort Descending.
    5. To sort by Name or User Type you can also use the Sort By dropdown box.
    6. By default, names with a User Type of Support are not included in the list. To see these users, select the Include support users option.
  5. On the Select Users/Roles screen, in the Available Users/Roles list, do any of the following:
    1. To add an individual User, select the checkbox next to their name.
    2. To add all members of a Role at once without having to select all the individual user checkboxes, select a Role.
      • To see the list of users you will be adding, go to the Details pane and look in Memberships.
      • You can remove individual users after you click Select.
    3. When you are done choosing users and roles, click Select.

    Results:

    • You are returned to the Create Review screen.
    • The selected users appear in the Reviewers list.
    • If you selected a Role, the members are listed individually in the Reviewers list.
  6. By default, all reviewers have Comment Only permission. To change reviewer permissions to Comment & Track Changes, do one of the following:
    • To grant editing permissions to a user, in the Reviewers list, go to user's the row and select Track Changes.

    • To grant editing permissions to all users in the Reviewers list, go to the row that shows the list's heading. Select Track Changes.

  7. By default, the Notifications checkbox is selected for all users. Reviewers will automatically receive email notifications once their review is ready. You can clear the Notifications option for any users you don't want to automatically send notifications to.
  8. In the Reviewers list, to remove any users you don't want to give access to the review content click Remove.

    Be aware of the following restrictions for removal:

    • If a reviewer has completed their review, you cannot remove them. The Remove Reviewer action is greyed-out and not available.
    • If you remove a reviewer before they complete their review, their review assignment is cancelled and the Remove Reviewer action is greyed-out and not available again.
  9. On the Update Review dialog, click Update.

    Results: A message appears confirming the users were added to or removed from the review. Reviewers with Notifications enabled receive an email notification that they were added or removed as a reviewer.