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How to Invite and Manage Review Members in Rayyan

Bashar
  • Updated

Invite people to your review, change their roles, and remove or restore members from the Review members section of the Overview page.

Before you begin The review owner and Review Admins can invite, remove, and restore members and change roles, but a Review Admin can't remove another Review Admin, change their role, or give anyone the Review Admin role. Only the review owner manages seats. Reviewer and Viewer roles are free on all plans. To invite a Collaborator or Review Admin, you need an active paid Individual plan with available seats. On Institutional plans, no seat is needed. Make sure your review is already created before following this guide.

 

How to invite members

You can invite members at any point: during review creation or after the review is already set up.

During review creation:

  1. On the Invite Members step of the review creation wizard, enter the email address of the person you want to invite
  2. Select their role from the dropdown
  3. Add an optional message
  4. Click Invite

From an existing review:

  1. Open the review and go to the Overview page
  2. Click Invite Members
  3. Enter the email address, select the role, and add an optional message
  4. Click Invite
Best practice Double-check email addresses before sending invitations, especially if members may use either a personal or an institutional email address.
Note You can enter multiple email addresses at once when sending invitations. Reviewer and Viewer roles can be invited for free. On individual plans, Collaborator and Review Admin roles require a paid seat. If you're a Review Admin and no seat is free, Rayyan asks you to contact the review owner, who manages seats. Review Admins can't invite someone as a Review Admin. Review Admin isn't available on Free or legacy plans. See Roles and Permissions in Rayyan for details.

How to change a member’s role

  1. Open the review’s Overview page
  2. Scroll to the Review members section
  3. Click the member’s current role under the Role column
  4. Choose a new role from the dropdown
Note The review owner and Review Admins can change member roles. A Review Admin can't change another Review Admin's role or give anyone the Review Admin role. In the role list, this role is called Admin. If a Review Admin chooses it, Rayyan shows a Limited access message. Changing a member’s role takes effect immediately.

How to remove a member

The review owner can revoke or delete any member. A Review Admin can revoke or delete Collaborators, Reviewers, and Viewers, but not other Review Admins.

  1. Open the review’s Overview page
  2. Scroll to Review members
  3. Next to the member, click the revoke icon (a circle with a line through it) to revoke them, or the delete icon (trash can) to delete them

Option

What happens

Available on
Revoke Member Removes access but preserves all screening decisions, labels, and notes made by that member paid plans
Delete Member Removes access and hides all contributions made by that member from the review All plans
Important Deleting a member is not permanent. Rayyan preserves their data. If you re-invite them using the same email address, their previous contributions will reappear automatically. The deletion warning shown by Rayyan is a precaution, not a reflection of permanent data loss. Use Revoke Member if you want to remove access while keeping their contributions visible without re-inviting them.

How to restore a member’s access

If a member was revoked, the review owner or a Review Admin can restore their access from the same member management area:

  1. Open the review’s Overview page
  2. Scroll to Review members
  3. Next to the revoked member, click the Restore member icon (a circular arrow)
  4. Click Restore to confirm

Continue to: Roles and Permissions in Rayyan

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