Who is this article for?

Administrators responsible for managing reviewers.

Administration access is required.

Review Groups enable efficient collaboration, by allowing users to group documents or entities together for collective assessment. Users can easily assign reviewers, set deadlines, and track progress within them. This article explains how to add and administer review groups.

1. Accessing review groups

To access user groups:

1. Go to Administration.
2. Select Review Groups.

You will be taken to a Manage User Groups screen, where you can add, edit, or remove records.

2. Adding groups

To add a new group:

1. Click the Plus icon in the top-right.
2. Select Create New Review Group.
3. Enter a Name for your Group.
4. Choose if you'd like to auto-assign Members.
5. Click Add.

3. Managing groups

3.1. Renaming groups

To rename a Group:

1. Click the Arrow icon on the far right of the record.
2. Select Rename.
3. Enter the new name.
4. Press Enter.
   Alternatively, you can click the Arrow icon and select Save.

3.2. Deleting groups

To delete a Group:

1. Click the Arrow icon on the far right of the record.
2. Select Delete.
   You will see a pop up asking you to confirm.
3. Click Delete.

3.3. Editing members

To add/remove Users:

1. Click the Arrow icon on the far right of the record.
2. Select Edit Members.
   A pop up will appear, allowing you to add Members from a list.
3. To add Members, click the Plus icon next to their name.
   You can also choose to auto-assign new Members from this view.
4. To remove Members, click the Minus icon next to their name.
5. Click Save.

4. Further reading

• Using checklist administration
• Creating and managing user groups