To allow Project Reviews to be a part of your company’s processes, there must be two custom roles that must be created and assigned to the necessary people, or permission added to the appropriate custom role(s).

Create Custom Roles

• Click Account Admin towards the top-right.

  

• Go to Company Setup and click Custom Roles.

  

• Click New Item and create a role to manage project reviews and a role to complete project reviews. Skip this step if you are using an existing custom role.

  

  

• Click + Add under the permissions column for the role.

  

• Use the drop-down menu and select "Complete Project Reviews" and/or "Manage Project Reviews". Click Add. The permission should be listed in the "Assigned Permissions" section. Click Close when finished. Repeat as needed for other roles and permissions.
  • If you would like to learn more about other permissions, you can refer to the following dedicated article.

  

  

Assign Role

• Click Account Admin towards the top-right.

  

• Click Edit towards the left of the employee's name.

  

• Click the Roles tab.

  

• Enable the custom roles with the "Complete Project Review" and "Manage Project Review" permissions.

  

• Save any changes.
• Repeat as needed.