Manage a User

Users in Reveal are accounts accorded permissions to manage or access defined aspects of the review workflow, including access to selected projects. Once a new Reveal project is created within a Company, Users' accounts within that company may then be assigned to the projects and given appropriate role permissions. This guide will set out how to manage the account and its access to projects and role permissions.

Important

If you are a SaaS Customer, it is recommended that you follow the Web-Based instructions below to manage Users within your Reveal instance. If you are an On-Prem customer, you may only have the option to create and manage Users using the Non-Web Based option. If the Web-Based option is not available within your instance, please follow the Non-Web Based instructions instead.

Non-Web Based Instructions

Instructions for managing users from the Users page.

Manage a User (Users)

Navigating to the Users Page

Managing users is handled in the Users page, the various ways to navigate there are detailed below.

Landing Page → Users

Depending on the role-level access credentials, the choices under Discovery and Admin will vary on the landing page. Below shows the available options as an Instance Administrator:

If available, click the Users button to navigate to the page, the + CREATE USERS button is immediately available, shown below:

Companies → Users

There are multiple ways to get to Companies page, the most common way is from the landing page. Below shows the available options as a Company Administrator:

When at the Companies page, click the Users button.

Sidebar Navigation → Users

From anywhere in the UI, when the company name is clicked, the interface presents in the context of the currently selected company, and the sidebar navigation displays the following:

Click Users from the Sidebar to navigate to the Users page.

Note
For both the Companies → Users and the Sidebar Navigation → Users methods above, users will be presented at the Users page, but the + ADD USERS button is available instead of the + CREATE USERS button. This is because navigating to this page is presented within the context of the currently selected company.

Editing a User

To edit a user, click the Edit User button for that user. This brings up the Edit User window, where information can be changed for the Account, Companies + Projects, and Instance tabs.

For further details on these user settings, refer to the article Create Users.

Non-Web Based Instructions

Instructions for managing users in Review Manager (RM), and from the Legacy Company Admin page.

Manage a User (RM & Company Admin)

Once the project is created, Users must be added, at least one Administrator to start.

This can be done in the Company Admin section of the Reveal web interface under Users or Projects, or in Reveal Review Manager by expanding the Project Setup Pane and choosing the Users link. Here are the steps to managing a User account, first in Company Admin in the Reveal user interface, then in Reveal Review Manager.

Manage a User in Review Manager

1. Log into Review Manager as an Administrator.

2. Open the Project Setup Pane.

3. Click Users.

4. The Users tab appears in the work area. All existing Users are listed in the top window.

5. The two tab options are to list Users by Project or Projects by User.

   1. Use Projects by User to quickly see all projects in which a user is active.

   2. Here is an example of Users by Project, a list of users in a populated project:
      

      1. User Name is the unique Reveal user identifier and may not be changed.

      2. First Name, Last Name and Email Address personally identify the user.

      3. Delete will remove the Reveal user from this project, NOT from Reveal.

      4. Authentication is where a user's password or two factor authentication settings may be reset.

      5. Enabled user accounts may work in any Reveal project in the instance; if unchecked, the user cannot participate in any project.

      6. Group is the user's initially-assigned Role Group in the project.

The Users work area will be empty for a new project. At least one user - an Administrator - must be added to start a project. See below, or Adding Existing Users to a Project for further detail.

1. Click Add to assign one or more users to the project.
   

2. Check any or all users to be assigned to the project.

   1. If the user you wish to add is not already present in Reveal, you may click Create New in the Users List box.

   2. You may use the Filter at the top of any column to cull or search the list.

   3. When selection is complete, click Add.

3. The selected user or users will appear in the work area Users table for the project.

4. Under Group use the dropdown menu to select the role group to which the user will be assigned for this project.

   

5. At least one user must be assigned to the Administrators role group to manage the project.

1. Log in to Reveal as an Administrator.

2. Click Company Admin in the upper left of the Administrator landing page.

3. Open to the Users screen, listing current Users.
   

4. You may use the Create User button here to create a new user.

5. Clicking a checkbox next to a user name adds two buttons (these do not appear when multiple users are selected):

   1. Details – Show current user settings, with only option to Send Password Reset Email.

   2. Edit – Open Edit User screen to change and update the user account as set out below (the same as clicking on the User Name hyperlink).

6. Click on a User Name in the Users table to open the Edit User screen for that user.

7. In the Edit User screen:
   

   1. You can edit a user's First Name, Last Name and Email Address, but not the User Name

   2. You can Send Password Reset Email to the user.

   3. You can Enable User (the default) or uncheck to disable the account.

   4. When you expand to show optional fields, you can select Language in the optional field.

   5. You may change or add a Company for the user and set the user’s role (Admin or Regular) for each selected company.

   6. You may add, remove, or change the user’s role in Projects with aid of a Find Project filter to quickly locate a specific project. Once a project is selected, set the user’s Group permissions role (Administrators, Client Administrator, Power Reviewer or Reviewer, or any custom roles defined for the project).

   7. Click Save to set any changes, or Cancel to return to the Users list.

8. Changes will take effect the next time the User logs in to Reveal.