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How to add a new Reviewer in a Test form

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Hi,

I am trying to add a reviewer to a test form where a reviewer is not assigned at all.

I am searching through the manual but all I see is to click a "Add reviewer" button which I do not see on my screen.

I do have owner access so I should be able to add reviewers.. Please help!

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  • Mike Davis
    Hi Yoko,

    Thanks for reaching out! The missing "Add Reviewer" button is a permissions issue — here's a more detailed breakdown:
     
    Why the button isn't showing:
    - Adding a reviewer in a test form requires creating a Review Plan record
    - Without the Data Admin role, users need explicit permissions to create and edit Review Plans
    - Having Owner access to the test form alone is not sufficient — Review Plan permissions are separate
     
    How to fix it:
    - A Data Admin or Workspace Owner needs to grant access via the [Permissions] Review Plan report by enabling the "Create and Update Review Plans" editing rule for the user
    - Alternatively, if your workspace has Form Permissions enabled, a Data Admin can set the Review Plan intent to sox so permissions are inherited from the Test Form
     
    Note: Review Plan records must be created directly on the Test Form (by right-clicking the review plan table). They cannot be created from a report — only edited from one once created.
     
    Please reach out to your Data Admin or CSM to have the appropriate permissions granted.
     
    Hopefully that helps some. Do let me know what questions you have for me in the meantime. Thanks for your contributions to the Community and have a great rest of your day!
     
    UPDATED 2026
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