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Seamless Documentation

Carry out a review

AI translated from the German original

Regularly confirm responsibility, need and access of a guest.

When a review is due, Seamless flags the guest with Review required and notifies the primary contact. You define how often this happens in the guest template, see Reviews.

The primary contact carries out the review in the Seamless App in the Guest review in three steps.

Carry out a review

Section titled “Carry out a review”

  1. Under Are you responsible for this guest?, confirm with I’m responsible.

    If someone else is responsible, select Assign a different contact and enter the new primary contact under Responsible person, a person or a group. Finish hands the review over.

  2. Under Is this guest still required?, select an option. To help, Seamless shows the guest’s last activity, e.g. Active yesterday.

    • Keep guest: The review continues with access.
    • Remove guest: Confirm with Remove. Seamless deletes the guest.

  3. Under What access should this guest keep?, check the workspaces the guest can access and click Finish.

Seamless then removes the Review required flag and the deadline starts again.

Next steps

ReviewsSet deadlines in the guest template

Learn more

Carry out a review (workspaces)Review for workspacesInvite a guestWizard and status in the guest listInactive guestsBlock inactive guests automatically