Teammate Reviewer Role

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

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

1. Navigate to the Workspace tab in your dashboard
   
2. Hover over your preferred workspace
3. Click the add teammate icon on the right
   
4. Fill out the invitation form:
   • Enter teammate email address(es)
   • Select "Reviewer" as the assigned role
   • Optionally customize the welcome message
     
5. Click "Invite" to send the invitation
   
   
   

Method 2: Multiple Workspace Invitation

1. Go to the Teammates tab in the main menu
   
2. Click "Invite teammates" button
   
3. 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
4. Click "Invite" to send the invitation
   

After Invitation

For the Invitee

1. Receive invitation email with acceptance link
2. Click the link to accept the invitation
3. Log in to existing account or create new account
4. 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

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

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:

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