As an assigned reviewer, you will receive an email invitation to access and complete your review tasks within a specified timeframe.
Please note that the management session must be active before you can perform any review actions. While the session is inactive or review actions remain incomplete, the review status remains set to “Running”.
Access your review task(s)
Step 1: notification and access
You will receive an email containing a direct link to your assigned review task(s).
After clicking “Review Tasks” in the email, one of the following will occur:
- If you are a CoreView operator: log in using your standard credentials.
- If you don't have a CoreView account: CoreView automatically creates an account using your Microsoft 365 credentials. This account provides limited access, restricted to assigned reviews.
Step 2: review dashboard navigation
After logging in, the interface will vary depending on how many review tasks are assigned to you:
- Single review task assigned: the dashboard automatically opens the review details page.
- Multiple review tasks assigned: the dashboard displays a “My task list” view with all reviews assigned to your account.
Each review entry displays start and end dates, current progress, and specific task instructions provided by your tenant admin.
Step 3: locate and start the review
Identify your review. If multiple reviews are assigned, select one from your task list. Click “Start review” next to the relevant resource to begin.
Locked review tasks
If multiple reviewers are assigned, some review tasks may be locked to prevent simultaneous edits. Locked reviews can be identified as the “Start review” action will be greyed out. A locked task may become available if the current owner or a tenant administrator releases it.
Step 4: take ownership for the review
When you select an available review task, you will be prompted to confirm ownership. Click “Start review” to accept and proceed.
If you cannot complete the review, you or your tenant administrator must release ownership to allow another assigned reviewer to take over.
Perform an Access Review
Step 1: make access decisions
During an access review, you are required to confirm or revoke access for the user accounts included in the review. For each entry you may:
- Remove access: select the “Delete” checkbox for the user.
- Grant group ownership (if available): select the “Owner” checkbox for the appropriate user. This updates their role in Microsoft 365.
All changes remain pending until you submit the review.
For example, when reviewing Teams group members, decide if users and guests retain group access. You may also assign group ownership to eligible users.
Note: If a user is set as a group owner, the delete option for that entry is disabled during the same session to prevent role conflict.
Step 2: submit or save review for later
Once you have completed your review, click “Next” to review and submit. Alternatively, you can save your review as draft at any time and resume it before the deadline.
Step 3: resume review or release ownership
You may resume an in-progress review by selecting the “Resume review” button to continue where you left off.
If you prefer another reviewer to complete a review you own, release ownership by selecting the “…” menu next to the “Resume review” button and choosing “Release ownership”. This allows other assigned reviewers to assume responsibility. Tenant admins can also release ownership of an active review.
Step 4: finalize and record your review
Once all required actions are submitted, the review status changes to “Completed”. For record-keeping, you can download detailed logs of actions taken directly from the review page.
