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Reviewer Collaborators

Written by Michelle Henley

Updated at September 16th, 2024

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            Table of Contents

            How to Add a Collaborator How to Remove a Collaborator

            Reviewer collaboration allows the assigned reviewer to add and/or remove additional reviewer(s).

            • Once another user is added as a reviewer, they can take all the same actions on the review as the original reviewer.
            • Collaborators can add/remove additional collaborators to the review.
             

            How to Add a Collaborator

            Click the Share button displayed in the upper right corner. 

            Select one or more additional approvers from the Add Collaborator field within the Share modal, then click Confirm. Comments are optional. 

            After clicking Confirm:

            • The selected collaborator(s) will see the review in the Shared With Me tab in the Compliance Monitoring section of the gateway. 
            • The action is recorded in the Review History. 

            How to Remove a Collaborator

            Once a collaborator is added, any reviewer collaborator can view, add another collaborator, or remove a collaborator by clicking Share in the top right corner.

            The Share modal will be displayed. To remove a collaborator, click the Red Circle to the right of the user's name. Then click Yes to confirm. 

            After clicking Confirm:

            • The selected user will be removed from the review as a collaborator.
            • The action is recorded in the Review History. 
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