After you share a project, you can add an external reviewer that is not on the Available Users list. An external reviewer can be anyone you want to review project. They do not need to be existing
Reviewers that you add will receive an email with instructions and temporary credentials to log on and get started. You can edit the email sent to a reviewer by clicking the Customize Email graphic located on the reviewer's entry in the Team Members box. For details, see Customizing the reviewer notification email.
Follow these steps to add an external reviewer to a shared project:
If you have not already done so, click Manage Projects and select the shared project from the Shared Projects folder.
Click Add Reviewer.
The Add Reviewer window opens.
Specify the reviewer's first name, last name and email address.
Use the Expires field to specify when the reviewer's access to the project should be revoked. Click the calendar graphic to open a calendar view to select a date. Use the eraser graphic to delete a specified date. Leave the field blank if you do not want the reviewer's access to be revoked.
Click Add.
The reviewer is added to the Available Users list.
Select the new reviewer from the Available User list and click the right arrow.
The user is added to the Team Members list as a reviewer. Click the Customize Email graphic to edit the email sent to a reviewer.
Click Save.
Click Close.
See also: Working with notes
© Copyright ELB Learning 2025