Netlify Reviewer Quickstart

As a Netlify Reviewer, you can preview a new or updated site before it is available in production. Within the same browser window as the preview, you can share annotated visual or video feedback and open an issue in a connected project tracking tool. This feedback flows where your release partners are already working - in popular project tracking tools and code platforms.

# Welcome to Netlify

If you are a cross-functional stakeholder who needs to review preview sites, the Netlify Reviewer role was designed for you. This role is free, at no cost to you or the team managing your site.

Already signed up and approved as a Netlify Reviewer or site Collaborator?

Are you already signed up and approved as a Netlify Reviewer for the team that shared a deploy link with you? If so, you can skip to Sign in as an approved Reviewer.

As a site Collaborator, you can check out our docs on debugging with the Netlify Drawer.

# Prerequisites

All you need to start is the site URL of the preview you want to review. If you need one, you can ask a site Collaborator or someone who helps manage your sites on Netlify.

# Sign up as a Reviewer

  1. From an open deploy link, at the bottom of your browser window, select Collaborate on this Deploy Preview or Collaborate on this branch deploy.

Password prompt?

If this deploy requires a password or other authentication, contact the person who shared the deploy with you for troubleshooting help.

  1. To set up a free Netlify Reviewer account with the team that owns the site deploy shared with you, select Create a free account.

  2. Enter your info and select Sign up for Netlify for free. A reviewer account is free to you and the team that builds and manages your site using Netlify.

  3. To verify your email for your new Netlify Reviewer account, go to your email inbox and confirm you got the Netlify invite email. A site Collaborator on the team that manages your site will need to approve your request to join the team as a Netlify Reviewer.

# Sign in as an approved Reviewer

Once you are approved as a Reviewer, you can sign in for access to collaboration tools through the Netlify Drawer.

  1. From an open deploy link, at the bottom of your browser window, select Log in to the Netlify Drawer.

  1. Enter your Reviewer account credentials.

Now you can access the Netlify Drawer’s collaboration tools.

# Connect to project tracking tools

Sign in to your team's project tracking tool in the Integrations pane to leave feedback from the Netlify Drawer.

The Netlify Drawer supports these project tracking tools:

  • GitHub
  • GitLab
  • Azure DevOps
  • Linear
  • Jira
  • Trello
  • Shortcut

If you want to open issues in supported project tracking tools:

  1. From the Netlify Drawer, go to Integrations, then choose the tool you want to connect with. A prompt to sign in to the third-party tool will open.

  2. Enter your credentials to sign in to the third-party tracking tool. You may also get a prompt to grant Netlify access to this tool.

Once a tool is connected you can open an issue in that tool directly from the Netlify Drawer.

# Give context-rich visual or video feedback

Using the collaboration tools in the Netlify Drawer, you can take a screenshot of the preview site and annotate it to save review time.

You can also record video feedback using the video icon or with an integration with Loom.

Once you create an annotated screenshot or video recording, you can add more context in a review message.

Finally, you can also drag and drop image and video files directly into the comment area of the Netlify Drawer.

# Open an issue

To open an issue in a connected project tracking tool, go to New issue to begin drafting your feedback message. You can drag and drop image and video files directly into your issue draft.

Netlify Drawer modal with Markdown draft of a new GitHub issue

In this issue draft example, someone is drafting a GitHub issue with a screenshot featured at the top in Markdown.

# Give product feedback and improve your experience

Your feedback to the Netlify Product team can improve your Netlify Drawer experience and help us prioritize updates.

To share your Netlify Drawer product feedback:

  1. Open the Netlify Drawer and select your name, Netlify avatar, or email address to open your User settings.

  2. Enter your product feedback and select Submit feedback.

In addition, you can also share your feedback about these docs by scrolling to the bottom of this page.

# Need help?

If you are having access issues, reach out to the person who invited you to review for help.

If you are having other trouble, check out our docs on troubleshooting the Netlify Drawer.

You can also share feedback about your experience by scrolling to the bottom of the page and using our docs feedback form.