Create a reviewer account

by Alan Runyan — last modified Dec 30, 2008 03:01 PM
How do I create a reviewer account to publish pending documents?

Within the default Plone workflow, regular users submit documents for review using the submit action. Reviewer users then see this document in their review list (found in the review list portlet, in the right hand column by default) and can approve or reject documents.

To make users reviewers over content in a give folder:

  • Add a Plone site in the Zope Management Interface
  • Allow people to join the site and become members
  • Visit the site with the same user as whom you added the site - this user will have manager permission on the site.
  • Go to the local roles tab, and search for the users you want to be Reviewers. Give them the Reviewer local role.

The easiest way to make users reviewers for all content is through groups:

  • Log in as a manager user
  • Go to Plone setup in your personal bar
  • Go to the Users and Groups Administration control panel
  • In the groups tab, add a new group called something like Reviewers
  • Let this group have the Reviewer role. This will ensure that users in this group also have this role.
  • In the users tab, click the user you want to make a member of this group. Click the Group memberships tab, and add the user to your newly created group.