Overview
The Reviewer role is designed for marketing agencies and teams who need to monitor multiple client campaigns from a centralized dashboard. Reviewers can browse shared workspace content, view link statistics, and provide feedback through notes and annotations.
What Reviewers Can Do
Workspace Access
- View all shared workspaces they've been invited to
- Access workspace link collections
- Opt out of workspaces when needed
Link Management
- View all links within shared workspaces
- Open target URLs
- Copy links to clipboard
- Generate basic QR codes (customization not available)
- Share links with others
- View detailed link statistics
Notes and Feedback
- Add one note per link
- Edit and delete their own notes
- View notes in the link details
What Reviewers Cannot Do
- Customize QR codes
- Add multiple notes per link (limited to one)
- Access advanced optimization features
- Manage workspace settings or other teammates
Here is a table with some additional features
Management | Owner | Admin | User | Guest | Reviewer |
Manage workspaces | Yes | No | No | No | No |
Manage shared domains | Yes | No | No | No | No |
Perform bulk actions | Yes | Yes | No | No | No |
Import/export links | Yes | Yes | No | No | No |
Manage teammates | Yes | Yes | No | No | No |
Manage custom reports | Yes | Yes | No | No | No |
Manage tags | Yes | Yes | No | No | No |
Manage links created by teammates | Yes | Yes | No | No | No |
Manage their own links | Yes | Yes | Yes | Yes | No |
Visibility | |||||
View workspace properties | Yes | Yes | No | No | Yes |
View workspace tags | Yes | Yes | No | No | Yes |
View workspace teammates | Yes | Yes | No | No | Yes |
View workspace custom reports | Yes | Yes | No | No | No |
View teammates | Yes | Yes | Yes | No | Yes |
View links created by teammates & corresponding stats | Yes | Yes | Yes | No | Yes |
View links they created & corresponding stats | Yes | Yes | Yes | No | Yes |
View domains in shared workspaces | Yes | Yes | Yes | Yes | Yes |
Edit their own notes | Yes | Yes | Yes | Yes | Yes |
How to Invite Reviewers
Prerequisites
- Available on Professional plans (1,500+ branded links/month) and above
- Basic plans do not include Reviewer role access
- Reviewer invitations don't count toward regular teammate slots
Invitation Methods
Method 1: Single Workspace Invitation
- Navigate to the Workspace tab in your dashboard
- Hover over your preferred workspace
- Click the add teammate icon on the right
- Fill out the invitation form:
- Enter teammate email address(es)
- Select "Reviewer" as the assigned role
- Optionally customize the welcome message
- Click "Invite" to send the invitation
Method 2: Multiple Workspace Invitation
- Go to the Teammates tab in the main menu
- Click "Invite teammates" button
- Complete the invitation form:
- Enter teammate email address(es)
- Select "Reviewer" as the assigned role
- Choose multiple workspaces to grant access
- Optionally customize the welcome message
- Click "Invite" to send the invitation
After Invitation
For the Invitee
- Receive invitation email with acceptance link
- Click the link to accept the invitation
- Log in to existing account or create new account
- Access granted workspaces through the Workspaces tab
For Reviewers
Once logged in, Reviewers can immediately begin:
- Browsing shared workspace content
- Adding up to one note per link
- Viewing link performance statistics
- Sharing links with stakeholders
Managing Notes
Adding Notes to a Link
- Access the note feature by selecting the Notes icon, which opens a pop-up window for quick note entry.
- Enter your comment and submit it by clicking the Add note button.
- Look for a confirmation message in the upper right corner of the screen.
- A note icon will appear beside the link, indicating that a note has been added.
- Click the note icon to edit and save your note.
Managing (add/edit/delete) link notes
- Click on the link URL to open the link's details. You will be able to:
- View the related link’s statistics.
- Add/edit/delete link-related notes.
Note: All the other Optimize actions are disabled. The Share actions are enabled. The Customize QR code option is disabled. You can create only one note for each link.
- Open link details by clicking the link URL to view statistics and manage notes.
- Other Optimize actions are unavailable. Share actions remain active. QR code customization is disabled.
- Access Notes via the right sidebar.
- Enter note text in the left side field.
- Click Save to confirm.
- A confirmation system message will appear in the top right corner.
Key Points:
- One note per link.
- Edit or delete existing notes by hovering over the text.
- Use the pencil icon to edit and the bin icon to delete.
- Deletion allows the creation of a new note.
- Upon deleting a note, you'll see a confirmation message.
Plan Limitations
Basic Plans (Below Professional 1,500 Links/month)
- Reviewer role is visible but disabled
- Upgrade required to access Reviewer functionality
- When teammate limits are reached, invitation options become disabled
Advanced Plans (Professional 1,500+ Links/month)
- Full Reviewer role access available
- Reviewer invitations don't count toward teammate slots
- If reviewer slots are full, upgrade or purchase add-ons required
Frequently Asked Questions
Q: Can Reviewers create new links? A: No, Reviewers can only view and annotate existing links in shared workspaces.
Q: How many notes can a Reviewer add per link? A: Reviewers can add only one note per link, but they can edit or delete their existing notes.
Q: Do Reviewer invitations use up teammate slots? A: No, Reviewer invitations are separate from regular teammate slots on Advanced plans.
Q: Can Reviewers see link statistics? A: Yes, Reviewers have full access to view link performance statistics and analytics.
Q: What happens if a Reviewer wants to leave a workspace? A: Reviewers can opt out of any workspace they've been invited to through their workspace dashboard.
This Article is About:
- Teammate Reviewer Role
- Reviewer Role Capabilities
- Plan-specific Reviewer role availability
See Also:
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