Teammate Reviewer Role

The new Reviewer role empowers marketing agencies to monitor multiple client campaigns through a single, consolidated dashboard. This streamlined access enhances team collaboration while establishing the platform as a comprehensive command center for campaign oversight and project coordination. The Reviewer can browse content and provide feedback on shared workspace links through annotations.

Navigate to the new Teammate TAB located in the main menu, which provides comprehensive access to all teammate-related features.

Inviting a Reviewer via your dashboard

The invite teammates option is only available for some plan types; see here for all the details. See all teammate permission levels.

1. Login into your dashboard. 
2. Click on the Workspace Tab. From there you can add Reviewers in  one of the following ways:
   
   
   
   a.  First option: Hover over your preferred workspace and click on the icon on the right to add a teammate.
   Note: you can invite teammate(s) only in the selected Workspace.
   
   
   
   

   b. Second option: Click on the Teammates option and then the Invite teammates button on the right.
   Note: You can invite teammate(s) to multiple workspaces.
   
   

   

3. Fill out all the requested fields to add one or more teammates to the selected Workspace:
   i. Teammate(s) email(s).
   ii. Assigned role (same for all teammates invited at once.
   iii. Add the related Workspace(s). All teammates invited in a single session will be added on the same workspaces. 
   iv. Optional: Amend the default welcome message.
   
   
4. Click on the Invite button to finalize the invitation.
   
   
   
   
5. A confirmation message will appear on your screen.

6. The user(s) invited to join a single workspace (first option) or multiple workspaces (second option) will receive an invitation email. They must click on the link to accept the invite(s). Depending on how you invited reviewers, they will receive one of the following welcome messages:
   
   a. First option: email message

       b. Second option:  email message

Managing your Reviewer role post-invitation acceptance

After accepting the invitation, Reviewers will be prompted to log in or create an account on the dashboard. The Workspaces tab will display all workspaces they've been invited to join. When hovering over a workspace, Reviewers can:

• Access the workspace's link collection
• Opt out of the workspace

Selecting List of links reveals all links within the shared workspace. For each link, Reviewers have the following options:

• Open the target URL.
• Copy the link.
• Generate a simple QR code (customization not available).
• Share the link.
• Append notes.

Important: Reviewers cannot generate new links in shared workspaces, as evidenced by the inactive (grayed-out) New link button.

Adding Notes to a Link

1. Access the note feature by selecting the Notes icon, which opens a pop-up window for quick note entry.
2. Enter your comment and submit it by clicking the Add note button.

3. Look for a confirmation message in the upper right corner of the screen.

4. A note icon will appear beside the link, indicating that a note has been added.

5. Click the note icon to edit and save your note.

Managing (add/edit/delete) link notes

1. 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.

2. Open link details by clicking the link URL to view statistics and manage notes.
3. Other Optimize actions are unavailable. Share actions remain active. QR code customization is disabled.
4. Access Notes via the right sidebar.

5. Enter note text in the left side field.
6. Click Save to confirm.

7. 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 and Teammate/Reviewer availability.
To get the most out of Rebrandly’s shared workspace features, it’s important to understand what your colleagues and reviewers can and can’t do.

A. Basic Plans (Below Professional 1,500 Branded Links/month)

1. When the Teammates limit has not been reached: 
   • Reviewer Role: Visible but disabled
   • Your current plan doesn't include the Reviewer role. Upgrade now!
     
     

2. When the team limit is reached, The invite teammates icon also becomes disabled.
   
   

B. Advanced Plans (Professional 1,500 Branded Links/month and above)

Note: Reviewer invitations don't count towards Teammate slots. 

1. Available teammate slots, no reviewer slots:
   1. Reviewer role: disabled.
   2. You've reached the limit on this role. Upgrade your plan to add reviewer slots. 

2. Available reviewer slots, no teammate slots:

1. Only the Reviewer role is available.
2. You've reached the limit on this role. Upgrade your plan or purchase Add-ons to invite more teammates to this role.
   
   

Frequently Asked Questions

• What is the Reviewer's role?
  The Reviewer role is designed for marketing agencies to monitor multiple client campaigns through a single dashboard. Reviewers can browse content and provide feedback on shared workspace links through annotations.
  
  
• What can Reviewers do in a workspace?
  Reviewers can:
  • Access and view workspace link collections
  • Open target URLs
  • Copy links
  • Generate simple QR codes (without customization)
  • Share links
  • Add, edit, and delete notes on links
  • View link statistics
    
    
•  What are the limitations of the Reviewer role?
  Reviewers cannot:
  • Generate new links in shared workspaces
  • Customize QR codes
  • Add more than one note per link
  • Access certain Optimize actions
    
    
•  How do I invite someone to be a reviewer?
  There are two ways to invite a Reviewer:

• • Through a specific workspace: Hover over the workspace and click the add teammate icon
  • Through the Teammates option: Click "Teammates" and then "Invite teammates" to add to multiple workspaces

• Is the Reviewer role available on all plans?
  No. The Reviewer's role is:
  • Not available on Basic Plans (below Professional 1,500 Branded Links/month)
  • Available on Advanced Plans (Professional 1,500 Branded Links/month and above)
    
    
• Do Reviewer invitations count toward teammate slots?
  No, Reviewer invitations don't count towards regular Teammate slots on Advanced Plans.
  
  
• How do notes work for Reviewers?
  Reviewers can:
  • Add one note per link
  • Edit or delete existing notes
  • View notes in the right sidebar of link details
  • See link statistics along with notes
  • Receive confirmation messages for note actions
    
    
• What happens after someone is invited as a Reviewer?
  The invited user will:
  • Receive an invitation email
  • You need to click the invitation link
  • Log in or create an account
  • See all workspaces they've been invited to under the Workspaces tab
  • Be able to opt out of workspaces if desired

This Article is About:

• Teammate Reviewer Role
• Reviewer Role Capabilities
• Plan-specific Reviewer role availability

See Also:

• Teammate Permission Levels
• How to Add and Remove Teammates
• Workspaces and Teammates FAQs