Set up gate reviewers for proposals

By default, any reviewer with governance rights can move a proposal through a gate. Gate reviewers replace that with a named panel per gate: every designated reviewer gets an approval request, and the proposal advances only when the panel agrees.

How quorum works

• Any rejection sends the proposal back, immediately.
• All approvals advance it to the next stage.
• Anything in between leaves it pending, and reviewers see it in their approval inbox until they decide.

Tip

Reviewers do not need governance permissions in the matrix. Designating someone as a gate reviewer is enough, which lets you pull in a subject matter expert for one gate without widening their role.

Designate the reviewers

1. Open Organization Settings and go to the Governance tab, then the Gate Reviewers section.

2. Pick the gate to configure: Proposal Review, Business Case Review, or Plan Review.

3. Search for the people to add. The picker shows each person’s organization role so you can see at a glance who you are designating.

4. Add as many reviewers as the gate needs. Each becomes a required approval for every proposal that reaches this gate from now on.

What reviewers see

When a proposal enters a gate with designated reviewers, each panel member gets a notification and a pending item in their approval inbox (the badge on Governance in the sidebar). They review the proposal, score it against the gate’s evaluation criteria, and approve or reject.

FAQs

What happens to proposals already in review when I change the panel? Existing approval requests are preserved; new reviewers are added to future proposals entering the gate.

Can a deactivated member block a gate? No. Reviewers deactivated by your identity provider are skipped when quorum is calculated, so a panel never waits on someone who can no longer sign in.

Who can manage gate reviewers? Organization owners and admins. Managers can conduct reviews but cannot change the panel.