Invite your team
Add colleagues and assign roles to your organization.
Overview
Collaboration starts with bringing your team onto GovSavi. Invite colleagues and assign roles so everyone has the access they need.
Step 1 -- Open team settings
Navigate to Settings > Team Members from the admin sidebar.
Step 2 -- Send invitations
Click Invite Member and enter the email addresses of your colleagues. You can invite multiple people at once.
Step 3 -- Assign roles
Choose a role for each member:
| Role | Access Level |
|---|---|
| Administrator | Full access to all modules |
| Manager | Manage assigned modules |
| Contributor | Edit and submit records |
| Viewer | Read-only access |
Step 4 -- Track invitation status
The team list shows whether each invitation is pending, accepted, or expired.
Tip: Resend expired invitations by clicking the Resend button next to the member's name.
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