# Customize the client view
{/*
DRAFT. Fohr admin audience. Created 2026-09-29 (Ana). Doc set: internal/creator-review-doc-set.md
NOT IN NAVIGATION ON PURPOSE. See index.mdx's comment block.
VERIFIED HANDS-ON 2026-09-29, Playwright against app.fohr.co/creator-review-v2/33694, reading only.
The Customize panel was opened and read; nothing was toggled. Every setting name and every
description in the table below is the product's own copy, quoted verbatim from that panel,
except the Views baseline description, which is ours:
- Panel heading "Review display settings", subtitle "Changes appear in Review immediately."
- Group "REVIEW OVERVIEW": Goal Confidence, Predictive Views, Views baseline, Alternates Lane,
Portfolio Stats Panel.
- Group "CREATOR DETAILS": Rationales, Contribution %, Sample Content, Criticality Badge,
Single Hero Image.
- Group "REVIEW WORKFLOW": Require Pass Reason, Unassigned Creators. Re-read 2026-09-29 after
a first pass filed these two under CREATOR DETAILS, which was wrong. The panel has three
groups, not two.
- "Off by default" is the product's own wording on Single Hero Image, Require Pass Reason,
and Unassigned Creators. It is not stated on the others, so no default is claimed for them.
- Reviewers panel: heading "Brand Users", subtitle "Manage who can access this review.",
columns USER / ROLE / SHARED LINKS / ACTIONS, a user count, "Add User", and "Close".
Roles seen in place read "Brand Manager - SaaS" with "Full Access" under SHARED LINKS.
- "Client View" confirmed present in Review mode's header.
CONFIRMED VIA SME ONLY (Ryan Yu, 2026-09-29), not seen on screen:
- Client View is a one-click preview of exactly what the brand sees, equivalent to what God mode
would show with more steps.
- A magic link can be copied for a brand user so they sign in without a password.
- Predictive baselines are P50, P75, and P90.
NOT VERIFIED AND NOT WRITTEN: whether settings save automatically. The Notion guide says they do
and to watch for save errors; the panel's own subtitle only says changes appear in Review
immediately, which is not the same claim. Left out until someone confirms it.
*/}
**Customize** controls presentation only, so turning a metric off hides the number without removing the creator or changing any decision you have already recorded against them.
{/* SUPADEMO PLACEHOLDER
A Supademo belongs here. Per writer-skill it sits right after the intro paragraph
(or, for a second one, at the top of the section it covers), introduced with a
lead-in sentence using "Explore" as the verb, and embedded as:
Intended subject: Prepare the client presentation in Creator Review.
Looms were dropped 2026-09-29 (Ana) in favour of Supademos.
*/}
## Before you start
Open the review in **Build** and select **Customize** under **CUSTOMIZE & PUBLISH**. The panel's title is **Review display settings**, and its subtitle states the important thing about it: changes appear in Review immediately.
Work in this order: set the display settings, check the result in **Client View**, then confirm who has access under **Reviewers**.
## Review overview settings
These five settings control the top of the review, the parts a reviewer reads before looking at anyone in particular.
| Setting | Description |
| --- | --- |
| **Goal Confidence** | Shows the Goal Confidence KPI tile. |
| **Predictive Views** | Shows the Projected Views KPI tile. |
| **Views baseline** | The predictive baseline behind every projected figure, **P50**, **P75**, or **P90**. |
| **Alternates Lane** | Shows the Alternates column next to Top Picks in each section. |
| **Portfolio Stats Panel** | Shows the Predictive, Creator, and Audience Demographics panel on the review page. |
Turning **Alternates Lane** off is the one here worth thinking about rather than defaulting. It hides your backup options entirely, which keeps a first round clean, and also means a reviewer passing on a top pick cannot see what you would replace them with.
## Creator details settings
These five settings control what a reviewer sees inside an individual creator.
| Setting | Description |
| --- | --- |
| **Rationales** | Shows the "Why" note you write on each creator. |
| **Contribution %** | Shows the Contribution stat in a creator's detail panel. |
| **Sample Content** | Shows the sample content grid in a creator's detail panel. |
| **Criticality Badge** | Shows the Critical, High Impact, or Replaceable pill in a creator's detail panel. |
| **Single Hero Image** | Shows one hero image per creator instead of a photo mosaic. Off by default. |
**Rationales** is the one to think hardest about. Turning it off leaves a reviewer comparing creators on statistics alone, with none of the reasoning you prepared in Build.
## Review workflow settings
These two settings change what a reviewer can do, rather than what they see.
| Setting | Description |
| --- | --- |
| **Require Pass Reason** | Requires a canned or written reason before a reviewer can pass on a creator. Off by default. |
| **Unassigned Creators** | Shows the creators not yet placed in a section. Off by default. |
**Require Pass Reason** being off means a brand can pass on a creator without saying why. Turn it on when you need the reasoning to come back to the team, which is the usual case when a replacement round is likely to follow. It costs the reviewer a step on every pass, so it is a deliberate trade rather than a safe default to leave on.
**Unassigned Creators** being off means creators you never placed in a section are invisible to the brand. Leaving it off is the safer choice. Turning it on shares people you have not yet decided how to present.
## Preview what the brand sees
Two previews exist and they show different things.
Switching to **Review** as an admin shows the review with the actions your own role permits. It is the presentation, not the client's version of it.
**Client View**, in Review mode's header, shows the same screen without the admin-only controls. That is what a brand reviewer actually gets, and it is the one to check before you share anything. You can copy its URL and send it directly.
Preview after every change to the display settings. Confirm the sections, rationales, sample content, metrics, and decision requirements are what you want this brand to work from.
## Confirm who has access
**Reviewers**, under **CUSTOMIZE & PUBLISH**, opens **Brand Users** and manages who can access this review. The table lists each user with their role, their shared-link access, and the actions available on them, and **Add User** adds someone to the brand.
Access and publication are separate concerns, and confusing them is the most common way a round goes unnoticed. Publishing a round decides which creators exist for a reviewer. It does not decide who knows about them. Confirm this table lists the right people, and share the review link yourself rather than treating a successful publication as evidence that an email reached anyone.
## Related articles
How Creator Review works, from the two modes to what the forecast and the decisions mean.
Add review context, generate and edit rationales, and curate the sample content a brand sees.
Compare creators, discuss them with the brand, and record approvals and passes in Review mode.
Publish a round to the brand, send later additions, and move approved creators downstream.