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How do I create and manage my team?

The Team functionality in QuickReviewer is meant to help you in many different ways. This article discusses the benefits and the functionality. While you may be able to reap some benefits immediately, others benefits would come by in the future when more features are added to QuickReviewer.

A team can be formed of Reviewer and Team members. Reviewers are users that collaborate on a proof (mostly your clients). Team members can also review but they also have some extra privileges compared to reviewers.

If you do not want the Team feature at this moment, you can continue to use QuickReviewer the way you have been and you can totally ignore the Team feature.

Using Teams

When you share a document with a user, using an email ID in the Share dialog box, the following happens:
* The user is automatically enrolled in to the system and given the role of a reviewer.
* QuickReviewer sends out an email to the user telling them about the share
* If you have your SMTP and templates defined, they are used otherwise system settings are used.

So you do not need to go through the pain of adding each reviewer individually before sharing. If you do not wish to use the Team feature, you can continue sharing documents and folder using Share dialog box without worrying about adding them to your team.

Benefits of using the Team feature

1. If you would like to pre-create a sign up for a reviewer you can do so using the Team feature.
2. If you work in a team, you can invite users as your team members and they would have special privileges. For example, if you are using the CNAME feature, only team members and reviewers added to your team can login/review using your CNAME URL.
3. Later on, when team comments functionality is rolled out, you and the team can markup comments for internal team consumption.
4. In future, you will be able to assign an Admin role to a user which would give them the same privileges as you so that you can delegate better.
5. You can create mail groups for customers so that you do not miss out on a member in your client’s team when sending out proofs.
6. You can just remove a member from your team and all access for the team member gets removed saving you inventory work.
7. The email list in the Share dialog box keeps growing as you use the system and your customers grow. You can manage the list using the Team panel.

Team Members

A Team Member is a slightly special privilege. Here is what a team member can do over and above reviewers.
* A team member gets to login using your CNAME URL.
* A team member is forced to use the email templates and SMTP settings defined by you.
* A team member will be able to mark comments as “internal to team” when team comments are rolled out.
* A team member will be able to see “team comments”.
* A team member will be able to mark comments as “done”.
* A team member will have access to support/feedback while logged in.
* A team member will have access to the reviewer email list created by you so that they can directly share with existing reviewers.

In addition to this, a team member will have more access as new features keep rolling out.

Team Members Limit

There is no limit. You can invite as many members to your team as you like. Although we would suggest if you have more than 100 members, go for the enterprise version

Setting up a password for your team member

Creating a password for your team member is optional. If you leave it blank, when the user logs in for the first time, QuickReviewer will ask the user to setup their own password.

If you create a password for your team member s/he can change the password after logging in.

Invitation emails

The default setting triggers an email when you create a user or team member. Sometimes, you may just want to create a user ID for someone. When you ask not to send an invitation email, the responsibility is on you to let the user know of the account.

User Role

You can change a user’s role. But as of now, the Power Plans do not have the flexibility to customize roles and rights.