Reviews Permissions

This reviews permissions table uses a two step approval workflow as an example and assumes that there are no overlapping roles. for example, the initiator can't be a reviewer or approver in the same workflow.

		Project administrator	Initiator*	Key reviewer	Optional reviewer	Approver	Notified member	Other members
Approval Workflows	Create Edit Duplicate
	Deactivate
	Activate
Initiate review step (including after sent back to initiator	Add files to review		View + Download folder permission or above required	N/A	N/A	N/A	N/A	N/A
	Initiate review
	Edit reviewer candidates		or Depending on approval workflow setting	N/A	N/A	N/A	N/A	N/A
	Edit files which are sent back
	Submit for a new review round
	Export review report
	Void entire review
	Notify
Review and approval steps	View review progress			- Review candidates only	- Review candidates only	- Review candidates only	- Review candidates only
	Notify
	Export review report
Review step	Claim and start review step
	Void entire review			for group reviews for single reviewers
	Delegate task
	Submit current step
	Send back to initiator	or Depending on approval workflow setting		or Depending on approval workflow setting
	Send back to previous step (not for first step or approval step)
	Add markups
	Add comments
	Edit candidates		or Depending on approval workflow setting	or Depending on approval workflow setting
	Edit review name
	Edit due date		or Depending on approval workflow setting	or Depending on approval workflow setting
Approval step	Claim
	Void entire review
	Delegate task
	Submit current step
	Send back to initiator	or Depending on approval workflow setting				or Depending on approval workflow setting
	Add markups
	Add comments
	Set file status
	Edit approver candidates
	Edit due date		or Depending on approval workflow setting	or Depending on approval workflow setting
	Copy files to target folder					- Source folder: View + Download permission or above required - Target folder: Create + Upload permission or above required
	Update attributes to target folder, or target and source folder					- Source folder: Edit permission or above required. - Target folder: Create + Upload permission or above required.
	Copy markups to target folder					or Depending on approval workflow setting
	Archive review (Closed reviews only)
	Create transmittal (Closed reviews only)		Create + Upload permission or above for source / target folder required.	Create + Upload permission or above for source / target folder required.	Create + Upload permission or above for source / target folder required.	Create + Upload permission or above for source / target folder required.	Create + Upload permission or above for source / target folder required.
	Export files		View + Download folder permission required.	View + Download folder permission required.	View + Download folder permission required.	View + Download folder permission required.	View + Download folder permission required.	View + Download folder permission required.

* These permissions apply to the individual initiator who created the review. They do not apply to the other members of any initiator role or company.