---
title: "Manage Users – Review Manager"
slug: "manage-users-review-manager"
description: "How to create and manage users in Review Manager."
tags: ["add user", "create user", "disable user", "enable user", "reset authentication"]
updated: 2026-02-17T21:44:01Z
published: 2026-02-17T21:44:01Z
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.revealdata.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Manage Users – Review Manager

**Users** are individual accounts in your instance which can be granted access to different projects, areas, and permissions within Reveal. For information about how users function in Reveal, see [About Permissions](/reveal/docs/about-permissions#users).

Once a new Reveal project is created within a company, users may be assigned to those projects and given appropriate role permissions.

In Review Manager, users are created and managed under **Project Setup** > **Users**.

![User management interface displaying project setup and user details for administrators.](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/RM-Users-Page.png)

For information on how to create a user in the Web environment, see [Manage Users – Web](/reveal/docs/manage-users-web).

### **Create users – Review Manager**

From **Project Setup** > **Users**:

1. Click the **Users by Project** tab.
2. Choose a project from the **Select Project** dropdown.
3. Click **Add**.
4. In the Users List modal, click **Create New**.![User ID creation form with fields for username, password, and project selection.](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/Create-a-new-User-ID-Modal_2025.12.png)
5. In the Create a new User ID modal:
  1. **User Name**: Type a user name.
    1. Click **Check ID** to verify the ID is not already being used. This will also allow you to populate the rest of the fields
  2. **First Name**: Type your user’s first name.
  3. **Last Name**: Type your user’s last name.
  4. **Password**: Enter a password for your user’s account.
  5. **Re-Enter Password**: Re-enter the password for your user’s account.
  6. Check **Enable User** to make the account active upon creation. *Unchecking this box* will create a deactivated user.
  7. Check **Email Password Reset** to send a password reset email. This allows the user to create their own password for their account.
  8. **Project**: Choose a project from the dropdown. This should already be selected for you.
  9. **Company Name**: Assign your user to an existing company
  10. **E-Mail Address**: Type your user’s email. This must be a unique – you cannot reuse an email of another existing user.
  11. **Language**: Set a default language for the user's interface.
  12. **Group Name**: Assign your user to a role group, setting permissions within their project.
6. Click **Create** to finish setting up your new user.

### **Manage users – Review Manager**

From **Project Setup** > **Users**, two tabs allow you to perform a variety of management actions on your users.

### Users by Project tab

![User management interface displaying project assignments and user roles for administrators.](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/RM_Users-Page2_2025.12.png)

In the Users by Project tab, you can:

- #### Add multiple users to a project
- #### Delete a user from a project
- #### Enable / disable users
- #### Reset authentication

**Add multiple users to a project**

#### Add multiple users to a project

> [!WARNING]
> **Important**
> 
> At least one user with the Administrator role must be added to a project in order to start it.

1. Click **Add.**
2. In the Users List modal:
  1. Check users you would like to add to the project.
  2. Click **Add**.
3. Returning to the Users by Project tab, for each new user:
  1. Find your new user from the list.
  2. To the very right, click the Group dropdown. It should say “Select”, since the user has not yet been assigned a role group.

![Table displaying user groups with options to select and enable settings.](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/RM_Select-Role-Group.png)
  3. Choose a role group for your user.

**Delete a user from a project**

#### Delete a user from a project

Deleting a user in this method only removes them from a project, not from your instance. This will also remove user history and records of artifact ownership in the project. An inventory of the user's work product should be created before deleting a user from a project.

To Delete a user from a project:

1. Find your user from the list.
2. From the Delete column, click the ![Delete icon](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/X_Icon.png) delete icon.
3. In the confirmation modal, click **Yes**.

> [!CAUTION]
> **Warning**
> 
> Deleting users from Review Manager using the above method should be done with careful consideration. If a user is deleted, you lose the ability to audit the deleted user’s actions and track their prior work product in the database post-removal.

*Permanently removing a user from your instance* is a task that is performed by the Reveal administrative team. If you have users who have never logged in to a case, or have a specific reason for permanently removing a user, please contact Reveal support to make a removal request.

**Enable / disable users**

#### Enable / disable users

1. Find your user from the list.
2. From the Enabled column, click the checkbox.
  1. An ![Unchecked box icon](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/RM_Unchecked-box_Icon.png) unchecked box means the user is *disabled* from the project.
  2. A ![Checked box icon](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/RM_Checked-box_Icon.png) checked box means the user is enabled in the project.

**Reset authentication**

#### Reset authentication

Resetting authentication is no longer performed in Review Manager. See [Manage Users – Web](/reveal/docs/manage-users-web#reset-authentication) for instructions on resetting authentication in the web environment.

### Projects by User tab

![User project management interface displaying assigned cases and user details.](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/RM_Projects-by-user-tab_2025.12.png(1).png)

In the Projects by User tab, you can:

- #### Add user to multiple projects
- #### Edit a user’s role group
- #### Edit a user

**Add user to multiple projects**

#### Add user to multiple projects

> [!WARNING]
> **Important**
> 
> At least one user with the Administrator role must be added to a project in order to start it.

1. Click **Add Case**.
2. In the Cases Not Assigned to User modal:
  1. Check projects you would like to assign to the user.
  2. Press **Add**.
3. Returning to the Projects by Users tab, for each newly added project:
  1. Find your new project from the list.
  2. To the very right, click the Group dropdown. It should be blank, since the user has not yet been assigned a role group.

![Table displaying project IDs, delete options, and group information with highlighted elements.](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/RM_Choose-role-group-dropdown_2025.12.png)
  3. Choose a role group for your user.

**Edit a user's role group**

#### Edit a user’s role group

1. Find your user from the list.
2. From the Group column, click the role group your user is currently in.
3. In the Change Group for Users Project modal:
  1. Current Group: the role group your user is currently in.
  2. Select New Group: Click the dropdown and choose a different role group
4. Click **Save**.
5. In the confirmation modal, click **OK**.

**Edit a user**

#### Edit a user

Editing a user is no longer performed in Review Manager. See [Manage Users – Web](/reveal/docs/create-users-web#edit-users) for instructions on editing a user in the web environment.

## Related

- [About Permissions](/about-permissions.md)
- [Manage Users – Web](/manage-users-web.md)
- [Manage Roles](/manage-roles.md)
- [Assign Permissions](/assign-permissions.md)
- [Permissions Matrix (Default)](/permissions-matrix-default.md)
- [Manage Role Groups](/manage-role-groups.md)
- [Manage Teams](/manage-teams.md)