Managing Your Team and Permissions

The Team Management section allows you to manage your team members and control what each person can access inside SolvGo.

Accessing Team Management

From your dashboard:

1. Open Team Management

2. View your team members

3. Manage roles and permissions

This section gives you full control over user access.

Understanding Roles and Permissions

In the Permissions tab, you will find five default roles:

• Account Owner

• Manager

• Dispatcher

• Worker

• Limited Worker

Each role includes a predefined set of permissions. You can fully customize these permissions to match your company’s workflow.

This allows you to control exactly:

• What each team member can view

• What actions they can perform

• Which sections of SolvGo they can access

Customizing roles ensures your team operates efficiently while maintaining proper access control.

Inviting Team Members

Once your roles are configured, you can invite team members to join your account.

Note: The number of team members you can invite depends on your subscription plan.

To invite a new member:

1. Enter their name

2. Enter their email address

3. Assign them a role

SolvGo will send a unique invitation link to the provided email address.

Accepting the Invitation

When the invited team member opens the link:

• They are redirected to a secure page

• They create their password

• They automatically join your team with the assigned role

With properly configured roles and permissions, your team can collaborate efficiently while maintaining clear access control across your account.