Reviews
Reviews — sharing pages with clients
A Review is one shareable URL that bundles N pages, with optional email restrictions, roles, and an expiry date.
Free vs Pro at a glance
| Free | Pro | |
|---|---|---|
| Scope | Single page only | Single / Selected / Entire site |
| Concurrent reviews | 1 active | Unlimited |
| Sharing | Public link | Public link OR email-restricted (magic-link auth) |
| Roles | n/a | Viewer / Reviewer / Approver / Lead |
| Expiry | Default 30 days, not editable | Configurable, no-end-date option, extendable |
| Revoke / audit log | — | ✅ |
Creating a review
- WP-admin → Reviso → Reviews → New review.
- Step 1 — Scope:
- Single page — pick one page. Available on every tier.
- Selected pages (Pro) — pick any subset. Reviewer sees a checklist.
- Entire website (Pro) — every published page + post. Toggle “Include pages published after this review was created” if you want new pages to auto-join.
- Step 2 — Reviewers:
- Anyone with the link — friction-free. Reviewer enters their name + email when leaving their first comment.
- Specific reviewers (email-restricted) (Pro) — paste a list of emails. Each gets a private magic-link via email. They can’t share access with others unless you grant them the Lead role.
- Step 3 — Name + publish:
- Give it a name your client will see (e.g. “Acme Homepage Redesign — Round 2”).
- Set an expiry date (default 30 days from now), or tick No end date to keep the review open until you close it manually.
- Click Create & activate.
The review is now live. For public-link reviews, copy the share URL from the detail screen. For email-restricted reviews there is no shareable URL — each invitee receives their own private magic link by email; you manage them from the Reviewers table on the same screen.
Quick-review from the admin bar
When you’re logged in as an editor on the front-end, hover the Reviso node in the admin bar to open a Quick Review panel:
- Review this page (all tiers) — spins up a single-page Review for whatever post you’re currently viewing
- Review this {post type} (Pro) — bundles every published item of the same post type
- Review whole site (Pro) — Entire-website scope
All three default to public-link mode and a 30-day expiry, and auto-activate so the share URL works immediately. The panel also shows the current review round for the page and a Start next round shortcut (Pro) so you don’t need to dig into a comment modal to bump it.
Roles (Pro, email-restricted only)
| Role | See site | See / post comments | Approve pages | Invite others |
|---|---|---|---|---|
| Viewer | ✅ | — | — | — |
| Reviewer (default) | ✅ | ✅ | — | — |
| Approver | ✅ | ✅ | ✅ | — |
| Lead | ✅ | ✅ | ✅ | ✅ |
Viewer is a read-only role: they can browse the site through their private link, but the comment overlay never mounts for them — they see the bare site, not the comments. Useful for stakeholders (legal, exec) who need access for context but shouldn’t be in the feedback loop.
Only Leads can invite — and invites they send default to Reviewer, so there’s no privilege escalation chain.
How magic links work
When you invite by email:
- Reviso emails the invitee a one-click link.
- First click consumes the link and sets a long-lived signed cookie in their browser. They’re authenticated on that device for the life of the review.
- Subsequent clicks on the same link show “Already activated on another device — request a new link?” — that’s how the legit reviewer would spot an intercepted invitation.
- If the reviewer needs a new device, you click Resend in the admin — that invalidates the old activation cookie and emails a fresh one-click link.
Revoking access
Open the review’s detail screen → Reviewers table → click Revoke next to the person. Their existing cookie is invalidated immediately on every device, and any unused magic link they have dies too.
What clients see
A clean landing page with:
- The review’s name
- A checklist of every page in scope (with status badges: To do / In review / Approved)
- A progress bar — “3 of 8 approved”
- Their own role + email (if logged in via magic link)
Clicking a page drops them into review mode on that page — pin a comment anywhere.
When does a review auto-close?
- The expiry date passes (we sweep hourly), OR
- You close it manually from the admin.
Closed reviews keep all their comments + approvals on file — you can reopen them at any time.
Common questions
Can a free user upgrade an existing review to multi-page?
Yes. After activating Pro, edit the review and switch the scope. Existing comments stay attached to their pages.
Can reviewers see each other’s comments?
Yes — that’s the whole point. If you need private feedback, use separate reviews per reviewer.
Can I export comments?
Not yet — coming in v0.17.