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Admins, Reviewers, Task Reviewers and Members can see Reviews.
Task Reviewers work through tasks and Follow-ups but don’t decide on Capabilities or finalize. See Roles.
A Review opens when your policies require a person to look at a Connection before granting, preserving or removing access to your Capabilities. Anything the system can’t decide on its own generates a task. You work through the tasks, decide on each Capability, and finalize the Review. Depending on your policies, a second person may need to approve the decision first with a Sign-off.

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Triage Reviews

Inside the Reviews page, you can view and filter through all Reviews ready to pick up under the Inbox tab. When you assign one to yourself, it appears in the My open reviews tab.

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Work through a Review

A Review walks you through steps at the top of the page: Overview, Screen (if the business or its people have screening hits to investigate), Tasks, and Decide.

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Tasks

Each task is any verification the system couldn’t settle on its own. For example, a registry record that doesn’t match, or a website to compare to the business’ stated activity. Open a task, read the information it shows, and make a decision on the right side. If something is missing or unclear, send the business a Follow-up from the task. Sending Follow-ups hands the Onboarding back to the business and the Review waits for their reply.

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Decide

On Decide, choose Accept or Decline for each Capability requested for the Connection. As soon as every Capability has a decision, the Review locks: tasks and Follow-ups can’t be changed any more. To change something, remove a Capability decision first. Then click Finalize review. If you decline every Capability, you can add a Note to Connection: the business receives it in the email notifying them of the outcome.
You can decline a Connection without finishing every task. Accepting, however, requires every task to be completed, every Follow-up resolved, and every investigation closed.
A Review is only ever canceled when you terminate the Connection, or by Duna support.

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FAQ

Yes, once an Admin switches it on under Settings. Each Review can have a Low, Medium or High priority that you can sort and filter by to organize your work and your team’s.
Yes. Open the finalized Review and click Create new review. This opens a fresh Review on the information you already have, and asks again for any Capability you declined. It’s only possible while the Connection has no open Onboarding or Review.