1. The difference between collaborators and reviewers
Who are collaborators?
Collaborators are the people in your team who you want to have access to your whole project. As the name suggests, you should invite people as collaborators if you’re working together to create or deliver content for that project.
You can see and invite collaborators from the top-right corner of your project dashboard. Then they’ll be able to:
Create new reviewer groups
Invite reviewers to a reviewer group
Invite team members to be a project collaborators
Upload new files or versions
Delete files or versions
Comment on files in any reviewer group
Download the files
See the complete version history of a file, including all past comments
Who are reviewers?
Reviewers are people that collaborators invite to share feedback or approve their files.
You can invite an unlimited number of reviewers to each reviewer group in your workflow – and they won't have to create an account to review your files!
Then they’ll be able to see all the files, feedback, and review decisions in that reviewer group (and only that reviewer group). This gives you full control of who sees what, and in what order.
Here are a few things reviewers can do in Filestage:
Comment and create annotations on files
Attach files to comments
Approve files or request changes
As a collaborator, you can adjust these settings depending on a file’s review status. For example, you may decide to disable comments when a file is marked as “Needs changes” to avoid further feedback while you’re working on edits.
2. Types of team member roles
Filestage has three main roles for team members:
Let’s look at each of those one by one to understand who’s best suited to each role – starting with the lowest level of access.
Member is the lowest-level collaborator role in Filestage. It restricts access and project management rights to projects they’ve created or been invited to.
This is the most common role in large organizations as it helps to reduce noise between teams and departments.
Here’s everything Members can do:
See the projects they’ve been invited to
Manage projects and reviewer groups
Create, rename, and delete projects
Create, rename, and delete reviewer groups
Add and remove project collaborators
Change reviewer settings of reviewer groups
Upload new files and new versions
Manager is the middle tier for team members. It’s best suited to team leads and department heads who need a little extra visibility and control.
Managers can do everything Members can do, plus:
See all projects created by teammates
Manage project templates
Admin is the highest level of access for a team member. This should be reserved for a select few who are responsible for managing your subscription and overseeing all your projects.
Admins can do everything Managers and Members can do, plus:
Manage the Filestage subscription
Update billing information
Manage other team members
Add and remove teammates
Assign and change roles
Manage the branding on the software
3. Types of reviewer roles
There are three main types of reviewer role:
Let’s look at each of them below.
A reviewer is anyone you invite to a reviewer group to give feedback or approval on your content. They don’t have to be part of your team or company to be invited as a reviewer.
Here are three things you should remember about reviewers:
They don’t need to sign up to access files or feedback
They can only see files and feedback in the reviewer group they were invited to
They access their reviewer group by clicking on an email invitation or review link
A free reviewer is anyone who has signed up for an account after being invited as a reviewer.
This gives them access to a reviewer dashboard, where they can see the status of all the files in their reviewer group at once. They can also navigate between any projects they’re invited to using the sidebar, just like collaborators.
Here are a few benefits of signing up for a free reviewer account:
No more digging through emails or chat threads to find review links
See which files are approved or being worked on at a glance
Download approved assets from a centralized workspace
On our Professional and Enterprise plans, you can invite reviewers to upload files to specific reviewer groups without giving them full access. These are called external uploaders.
This can be helpful when collaborating with external partners like freelancers, agencies, and production companies. And it also helps to save time and effort juggling content between different file-sharing platforms.
⏭️ Ready to learn about managing and comparing versions? Head to Chapter 3 →