Adding New Members To Your GovDash Team

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.

1. Open Settings from the bottom left corner of GovDash

2. Select Members on the left hand side of Settings

3. Click the Invite Teammate button in the top right

4. 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)

5. Next, assign them a role within that team

   Role	Permission Details
   Admin	Add or remove users, change system settings, and access all data and functions within GovDash. Required permission to connect and configure integrations.
   Editor	Create, modify, and delete content within GovDash, but cannot edit Team level settings (Team details, integrations, authentication settings, etc.) or invite/remove users.
   Reader	View content, but cannot make any changes or edits to any data within GovDash.

   
   

6. Select their Function from the drop down list.

   • ​Note: Invited members can change this during their account setup.

   • Note: The assigned Function does not provide any control or restriction on the account. The functions are for your team to define your team’s internal structure!

7. 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!