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Setting Up Reviewer for Your Team

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This guide is for administrators who need to configure Reviewer for their team. It covers the essential setup steps — from creating user accounts to configuring repositories — so your reviewers can start working.

Important: This guide requires administrator access. If you are a reviewer (not an admin), see Getting Started with Reviewer instead.

Setup Checklist #

Complete these steps in order to get Reviewer ready for your team:

Step Where Time
1. Create user accounts Admin portal → Users 5 min per user
2. Set up roles and permissions Admin portal → Roles 10–15 min
3. Configure repositories Reviewer → Repositories 5 min per repo
4. Import initial dossiers Reviewer → Import Dossier Varies by size
5. Configure workflow (optional) Admin portal → Workflow 15–30 min
6. Invite your team Share login URL + credentials 5 min

Step 1: Create User Accounts #

Users are created in the Admin portal (login.dnxtcloud.com → select Administrator).

  1. Log into the Admin portal as an administrator.
  2. Go to Users in the sidebar.
  3. Click Add User.
  4. Fill in the username, full name, email, and temporary password.
  5. Under Modules, check Reviewer to grant Reviewer access.
  6. Click Save.
  7. Repeat for each team member.
Tip: Usernames follow the format username@TenantName. Users enter this full string at login. Make sure your team knows the tenant name.

Step 2: Set Up Roles and Permissions #

Roles control what each user can do in Reviewer. Common role configurations:

Role Typical Permissions
Reviewer View Dossier Library, view submissions, create/edit annotations, view reports
Lead Reviewer All Reviewer permissions + change submission status + export annotations
Admin All permissions + manage repositories + manage users + import dossiers
Read-Only View Dossier Library, view submissions, view annotations (no editing)

Key permissions to configure:

Permission What It Controls
View Dossier Library Whether the user can see the Dossier Library menu item and browse dossiers
Import Dossier Whether the Import Dossier menu item appears and the user can import
Global Search Whether the Global Search menu item is available
Reports Whether the Reports menu item and all reports are accessible
Repositories Whether the user can configure file system and Veeva Vault connections (admin only)

Step 3: Configure Repositories #

Repositories tell Reviewer where to find dossier files. You need at least one repository before your team can import submissions.

  1. Log into Reviewer as an admin.
  2. Click Repositories in the sidebar.
  3. Click Add Repository.
  4. Choose Filesystem for a shared server directory or Veeva for Veeva Vault.
  5. Enter the repository name, path (or Vault URL), and credentials.
  6. Click Save.

For detailed instructions, see Repository Management.

Important: The filesystem path must be accessible from the Reviewer server. A path that works on your local machine (like C:\Users\me\submissions) will not work unless the server can reach that exact path. Work with your IT team to use UNC paths or mounted network shares.

Step 4: Import Initial Dossiers #

Import a few dossiers so your team has something to review when they first log in.

  1. Click Import Dossier in the sidebar.
  2. Select the repository you just configured.
  3. Choose eCTD as the folder type.
  4. Browse to and select the dossier folders.
  5. Click Import.

For detailed instructions, see Importing Dossiers and ZIP and Folder Uploads.

Step 5: Configure Workflow (Optional) #

By default, submissions have a simple status workflow (Draft → In Review → Approved). If your organization needs a more complex review process:

  1. Log into the Admin portal.
  2. Go to Workflow in the sidebar.
  3. Create or edit a workflow definition for Reviewer submissions.
  4. Define the statuses (states) and allowed transitions between them.
  5. Assign which roles can trigger each transition.
  6. Save and activate the workflow.
Note: Workflow configuration is done in the Admin portal, not in Reviewer. Changes take effect immediately for all users.

Step 6: Share Access with Your Team #

Send your team members the following information:

  • Login URL: login.dnxtcloud.com
  • Username format: theirusername@YourTenantName
  • Temporary password (they should change it on first login)
  • Module to select: Reviewer
  • A link to this help documentation: dnxtsolutions.com/docs
Tip: Point new users to the Complete Review Walkthrough — it walks them through an entire review from login to sign-off.

Ongoing Administration #

Task Frequency Where
Add/remove users As needed Admin portal → Users
Import new submissions When received Reviewer → Import Dossier
Review import history Weekly Reviewer → Import History (header icon)
Check workflow status As needed Reviewer → Dossier Library → Open dossier → Status
Update repositories When paths change Reviewer → Repositories
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