team

How do I manage the reviewer team?

Where: Open Settings → Team Management (department admins only)

How do I manage the reviewer team?

Quick answer: Department admins go to SettingsTeam Management to see every reviewer in the department, invite new ones, remove ones who left, and (where supported) adjust admin vs. member roles.

What admins can do

  • See every reviewer in the department with their name and email.
  • Invite a new reviewer by email — see Invite a reviewer.
  • Remove a reviewer. Access is revoked immediately; their in-flight triage stays on the submittal under their name.
  • Change roles (admin / member) where the permission model allows. Admins can manage the team; members review submittals.

Who is an admin

  • The person who created the department organization in CrossBeam.
  • Anyone promoted to admin by an existing admin.

If you don't see Team Management in Settings, you're a member (not admin).

What happens to a removed reviewer's work

  • Their triage decisions and edits stay attached to the submittals they worked on.
  • Submittals they were assigned to remain on the Team queue and can be re-picked-up by any reviewer (including reassigned via your admin).
  • Issued corrections letters they generated retain their name on the issued version.

Related

Related