Team & Roles
Add members and guests, give everyone their proposal role, and control what each person can open.
4 min read
Account Owners
Add Team Members
Account menu/Manage Team
- 1Open Manage Team from the account menu. Only the account owner can add people.
- 2Add an internal member for someone on your staff, or a temporary user for a consultant or reviewer, with access that can end on a date you choose.
- 3Choose the person's proposal role. Every member has one - it comes from the shared list of federal proposal roles.
- 4They receive an invitation email. Team invitations expire after 7 days and temporary-access invitations after 3; you can resend either.
Seats
Solo includes 2 seats, Team 8 and Enterprise 25. Every plan can add seats. See the Pricing page for current prices.
Who Can Do What
| Member type | Access |
|---|---|
| Owner | Everything in the account: team, billing, settings and every proposal. The only person who can add members. |
| Internal member | The pages and proposals the owner gives them, through page access and proposal teams. |
| Temporary user (guest) | View-only by default; the owner can grant editing. Access can expire after a number of days, on a date, or never. |
Access is set per page (Page Access) and per proposal (the proposal team, with view-only or view-and-edit access). A proposal role - Proposal Manager, Capture Manager, Red Team Reviewer and the rest of the federal list - says what someone does on the team; it does not change what they can open.
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