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.
Whole-site reviews: grouped pages (Pro)
In a whole-site or multi-page review, the reviewer’s page list groups pages by type (Pages, Posts, Products, and so on) instead of showing one long list. The group for the page they are on opens first, and they can expand the others as needed, so a large review stays easy to navigate.
Who gets notified
Each review shows who will be emailed when the client leaves feedback. On the quick-review panel this is read-only on the free plugin, and editable on Pro (including for reviews you already created). When an admin hovers Finish & notify the team, Reviso lists exactly which addresses will be emailed.
Showing the assignee to clients
Assignment is a Pro feature. Under Settings, Comments you can choose whether clients see who a comment is assigned to on the review panel: hidden (default), read-only, or editable by logged-in team members. Anonymous reviewers always see it read-only at most.