Edit a reviewer group

Edit a reviewer group to update its name, description, or members when your team structure or responsibilities change. Changes to a reviewer group apply to all workflow steps where that group is assigned.

Before you begin

Ensure you meet the following prerequisites:

  • Access: You must be a Workspace Admin.
  • Update details: Plan your changes in advance.
  • Reviewer eligibility: If you need to add reviewers, ensure they are active workspace members.
  • Update impact: Understand how group changes affect workflow steps. For more information, see Impacts of group changes.

Impacts of group changes

Changes to a reviewer group affect new and ongoing requests as follows:

  • New requests: The updated reviewer group is applied to all assigned workflow steps.
  • Ongoing requests (Under Review): The updated reviewer group is applied only to upcoming assigned steps. Completed and currently pending steps are not affected.

Procedure

To edit a reviewer group, complete the following steps:

Step 1: Navigate to the edit page

  1. Navigate to your workspace and click Shape (2).png (Approvals).
  2. Click Review Settings.
  3. Select the Reviewer Groups tab.
  4. Locate the reviewer group you need to update, and click Edit next to it.

Step 2: Edit group details

On the Edit Reviewer Group page, update the following sections as needed:

Basic Information

Update the group name or description if required.

Manage Reviewers

Modify the group members using one or both of the following actions:

  • To add reviewers:
    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 reviewers:
    1. In the Selected Reviewers panel on the right, select the users you want to remove. You can search for users by username or email address.
    2. Click < (the left arrow) to remove the selected users from the group.

Note: Reviewers with a Blocked status are removed automatically after you save your changes, even if you do not manually remove them.

Step 3: Save changes

  1. Review your changes and ensure all required fields (marked with an asterisk *) are completed.
  2. Click Save.

A success message appears, confirming that your changes have been saved.

Related information

Edit review settings: Overview