> ## Documentation Index > Fetch the complete documentation index at: https://docs.gocenti.com/llms.txt > Use this file to discover all available pages before exploring further. # Offer Reviews and Organisation Settings > Add review steps to your organisation's joiner workflow from the Settings page, then request, approve, and void reviews on program offers. Offer reviews let your organisation require a named person to approve offers before they move to the next step of the joiner workflow. You configure review steps once on the organisation **Settings** page. Your team then requests, approves, and tracks reviews from the program page. Use reviews when someone in your organisation must check offers before they go out. For example, a reviewer might check the buyer, the number of shares, and the share price before investors are invited to subscribe. ## Prerequisites * To open **Settings** and edit the joiner workflow, you need the Firm Administrator, Organisation Administrator, Investment Professional, or Advisor role. See [Roles and access](https://docs.gocenti.com/fund-portal/roles-and-access.md). * Reviewers must already have a Fund Portal login with access to the organisation. Centi staff cannot be selected as reviewers. ## The Settings page Click **Settings** at the bottom of the organisation sidebar to open the organisation settings. These settings apply across the whole organisation, and every program inherits them. The page holds the **Joiner workflow** editor. It shows the steps every new offer goes through, such as investor signature, counter-signature, and payment. For each step, you choose whether it starts automatically or waits for you to start it manually. ## Add a review step A review step sits in front of a step in the joiner workflow and holds that step back until the offer is approved. You can place a review before **Subscribe**, **Investor signature**, **Counter signature**, or **Payment**. Steps that run in parallel share one review point, and only one review can guard each point. **1. Open Settings** Click **Settings** in the sidebar. **2. Drag a review into the workflow** Drag the **Review** card from **Add to the workflow** onto a review point in **Steps**. The card is only shown while at least one review point has no review. **3. Name the review and choose a reviewer** In the **Add review step** dialog, enter: * **Name**: shown as the column header on the program page and in the reviewer's email, for example `Board approval`. * **Instructions**: what the reviewer should check, for example `Check the buyer, the number of shares and the share price.` * **Default reviewer**: the person who is preselected when someone requests a review. This field is required. **4. Save the workflow** Click **Save**. If offers are already in progress, confirm the save in the **Save changes** popover. To change or delete a review step, open the step's menu and click **Edit** or **Remove**, then save the workflow. ### Workflow versions Every save that changes the workflow creates a new workflow version. Earlier versions are kept. * Offers that have not started follow the new version. * Offers already in progress stay on the version they started on. The **Save changes** popover tells you how many offers continue on their existing workflow. * A newly added review step guards new offers only. It does not apply to offers in flight. * If you save without changes, Centi shows **No changes to save** and creates no version. ## Review offers on the program page Each program tab shows a review column for each review point that applies to its offers. The **Drafts** tab covers reviews before **Subscribe**, the **Subscribe** tab covers reviews before **Investor signature**, and the **Sign & Pay** tab covers reviews before **Counter signature** and **Payment**. Each cell shows a review status: | Status | Meaning | | - | - | | **Not ready** | The offer has not completed the steps in front of the review yet | | **Ready for review** | The offer has reached the review and nobody has requested it yet | | **Needs your review** | A review request is waiting for you | | **Awaiting review by {name}** | A review request is waiting for another reviewer | | **Approved by me** / **Approved by {name}** | The offer has been approved | | **N/A** | There is no review at this point, or the offer is cancelled or declined | Hover over a status to see the review instructions, who requested the review and when, and who approved it and when. ### Request review **1. Select the offers** Select one or more offers with the status **Ready for review**. All selected offers must wait for the same review. **2. Choose a reviewer** Click **Request review**. The step's default reviewer is preselected. You can choose another reviewer from the **Reviewer** list. **3. Send the request** Confirm the request. Centi emails the reviewer with the instructions and a link to the program page. The email contains no offer data. ### Approve As a reviewer, open the link in the review request email. The program page opens filtered to the offers that need your review. Select the offers and click **Approve**. Centi records the approval with your name and the time. Approvals cannot be undone. Once an offer is approved, a step set to start automatically starts as soon as its other prerequisites are complete. A manual step waits for you to start it. ### Void review request If a reviewer is unavailable, select the offers with pending requests and click **Void review request**. The reviewer is no longer asked to review those offers. You can then request a review from someone else. You cannot void a request that has already been approved. ### Forward actions with a pending review Actions such as **Invite to subscribe**, sending for signing or counter-signature, and sending payment instructions stay available even when a review is not approved. If a selected offer has an unapproved review, Centi asks you to confirm before it continues: * **Approve and invite?** or **Approve and send?** appears when every pending request is assigned to you. Confirming records your approval and performs the action. * **Invite without approval?** or **Send without approval?** appears in every other case. The warning lists which offers await review by a named reviewer and which have not been requested for review. Confirming records the offers as approved by you, then performs the action. > [!WARNING] > > Confirming a forward action without approval records you as the approver. Only confirm if you have the authority to approve the offers. ## Who can do what | Action | Firm Admin | Org Admin | Investment Professional | Advisor | Finance | | - | :-: | :-: | :-: | :-: | :-: | | Open **Settings** and edit the joiner workflow | ✅ | ✅ | ✅ | ✅ | ❌ | | Request review and void review requests | ✅ | ✅ | ✅ | ✅ | ❌ | | Be selected as a reviewer and approve | ✅ | ✅ | ✅ | ✅ | ✅ | | Confirm a forward action without approval | ✅ | ✅ | ✅ | ✅ | ❌ | This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.