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GovSavi Help Center

Manage user roles

Assign permissions and control access for each team member.

Getting Started . 4 min read

Overview

Roles in GovSavi control what each team member can see and do. Assign the right permissions to keep your data secure.

Built-in roles

Role Description
Administrator Full access to all settings and data
Manager Manage modules, approve submissions
Contributor Create and edit records
Viewer Read-only access to assigned modules

Assigning roles

  1. Navigate to Settings > Team Members.
  2. Click on a team member's name.
  3. Select the desired role from the dropdown.
  4. Click Save.

Custom permissions

For finer control, you can create custom roles with specific permissions:

  1. Go to Settings > Roles.
  2. Click New Role.
  3. Name the role and select individual permissions.
  4. Assign the custom role to team members.

Tip: Review role assignments quarterly to ensure team members have appropriate access levels.