Create a reviewer group

Create a reviewer group to define a set of users who can review and approve requests at a specific step in a review workflow. Creating dedicated groups is the first step in building a structured approval process, ensuring review tasks are sent to the appropriate reviewers.

Before you begin

Ensure you meet the following prerequisites:

• Access: You must be a Workspace Admin.
• Reviewer list: Prepare a list of reviewers. A review group can include up to 20 users.
• Reviewer eligibility: Ensure all intended reviewers are active workspace members.
• Impacts of Member Status Changes: Review how a workspace member's status will affect their review group membership. For details, see Impacts of member status changes.

Impacts of member status changes

Workspace member status changes affect review group membership as follows:

• Deleted users: Automatically removed from reviewer groups.
• Blocked users: Lose access immediately. They are removed from a reviewer group the next time you edit and save changes to the group.

Procedure

To create a reviewer group, complete the following steps:

Step 1: Navigate to the creation page

1. Navigate to your workspace and click (Approvals).
2. Click Review Settings.
3. Select the Reviewer Groups tab.
4. Click Create.

Step 2: Enter group details

On the Create Reviewer Group page, complete the following sections:

Basic Information

Enter the following details to help you identify the group:

• Group Name: Enter a unique, descriptive name for the reviewer group.
• Group Description: Briefly describe the group's purpose or responsibilities.

Manage Reviewers

To add reviewers to the group:

1. In the Available Workspace Members panel on the left, select the users you want to add. You can search for users by username or email address.
2. Click > (the right arrow) to add the selected users to the Selected Reviewers panel on the right.

To remove a user added by mistake, select the user in Selected Reviewers, then click < (the left arrow).

Step 3: Save changes

1. Review the group information and selected reviewers carefully.
2. Click Create.

After the group is created, a success message appears. You are redirected to the review group list, where the new group is displayed.

Next step

Edit a review workflow to adjust the approval process and assign the reviewer group to a specific workflow step. For more information, see Edit a review workflow.