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Jama Connect User Guide

Choose reviewers — Participants page

When you initiate a review, the third page of the wizard is where you choose review participants.

Important

Inviting anyone to a review gives them read access to the entire content of the review, even if they don't have permission to the underlying items.

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  1. Using the left column, choose participants for this review, whose names then appear in the right panel.

    • Jama Connect users — Use the tabs at the top of the column to select individual users or groups from the project team or from outside the project team.

      Use the Search field to search by name or email. If you select a group, you can add all users from the group or individual users.

    • Non-Jama Connect users — Select the Invite user by email tab to invite users from outside of Jama Connect. They receive an email invitation with a link to the review. The link gives them a floating review license (if available) and prompts them to set up an account, which can access only the review you invited them to.

  2. Select a review role (approver or reviewer) for each participant.

  3. (Optional) If you enabled signer roles, assign that role to each approver.

    Signer roles are based on groups. If you select a group name, select All users. The signer role for those users defaults to the group name.

  4. Select Next.