Adding Members to a Team
Inviting new members to your GovDash team is a quick and easy process. You can invite as many members of your team to GovDash as you’d like at no extra charge. Please follow along with the written steps below.
Open Settings from the bottom left corner of GovDash
Select Access & permissions > Members on the left hand side of Settings
Click the Invite Team Member button in the top right
Enter the team member's email address in the Email box (which is the address that they will sign in with and will receive the welcome email to)
Next, assign them a role. You can assign more roles later. For more information on GovDash roles, permissions, and creating custom roles, please see our support article here.
When finished, click the Invite button to invite your team member to GovDash.
Once the team member receives the welcome email and logs into GovDash, they will set up their profile through our account onboarding process.
Resending an Invitation
GovDash sends the invitation email once, when you click Invite. There's no resend button. The person is added to your team as soon as you invite them, so they don't need the email to get in.
If someone can't find their invitation:
Ask them to sign in to GovDash with the email address you invited. They don't need the invitation email to do this.
Ask them to check their spam or junk folder for the invitation email from GovDash.
To send a new invitation email, remove them from your team on the Members page, then invite them again. You'll need to choose their role again.
If you invite an email address that's already on your team, GovDash shows already on team and doesn't send another email.
Finding and Managing Members
As your team grows, the Members page makes it easy to find exactly who you're looking for. Above the members table you'll find a search box and filters, and every column header can be sorted. Each row shows the member's name and email, their Roles, an Access summary, and their 2FA status.
Removing Multiple Members at Once
If you need to remove several people from your team, you don't have to do it one at a time:
Tick the checkbox at the start of each member's row that you want to remove. (Your own row can't be selected.)
Click the Remove from team button that appears in the bulk-actions bar.
Review the confirmation dialog, which tells you how many members you're about to remove, and confirm.
The selected members are removed from your team in a single step.
Note: Only members with permission to manage team members will see the selection checkboxes, the Remove from team action, and the Invite Team Member button
