Admin Settings and User Management ▶️

This article will highlight both types of users and the permissions that they have, as well as how to add, manage, and remove users.

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Follow these steps:

Account Admins, Premium, & Basic Users

Premium Users

A premium user has exclusive access to any aspect of GovSpend that is purchased with your subscription. Purchased sections include:

Spending & POs
Bids & RFPs
Co-ops & Contracts
Contacts
Meeting Intelligence
Exports

Please note: Premium users are distributed via licenses. Account admins will have a 'Users' tab in GovSpend that allows them to see and manage those licenses.

In addition, premium users will have full access to the following included sections within GovSpend:
Saved Searches

Quote Requests
Lists
Tasks
Notifications
Help Center

Account Admins

Account admins are also premium users, meaning that they have the same access as mentioned above. However, they will have access to other features that a standard premium user will not have. These features include:

Adding/managing users
Creating API keys
Reviewing Zapier information

How do I add another account admin?
As mentioned above, account admins will have access to the 'Users' tab. If you are currently the account admin for your organization, please follow the steps below:

1. Click on 'Account', then go to the 'Users' tab.
Users

2. Locate the desired user and click on 'Actions,' followed by 'Edit.'
Actions

3. Scroll down to the "Role" section. Using the dropdown underneath, change the user to "Account Admin."
AcctAdmin

4. Scroll down to the bottom of the page and click 'Submit.'
submit

Basic Users
A basic user has the ability to create and submit quotes to agencies using the 'Quote Requests' tab. Basic users also have access to view already created lists by premium users, and to change their sign-in credentials if needed.

Basic users will not have access to premium features, because a basic user can be added to an account at no additional cost. This is deemed helpful, because information about a purchase, bid, etc. can be shared by premium users by using the "lists" feature in GovSpend.

Managing Users

Please note: Only account admins can invite new users to GovSpend.

1. Once you've logged into your account, click on 'Account' in the top right-hand corner of GovSpend.

2. This will open a navigation menu. Click on 'Users.'

3. This will open up your Users page. You will be able to see a list of all your users along with a filter bar on the left side. On the right side, above the list of users is your 'Invite User' button.

4. Clicking this will open a pop-up requesting the new user's email so that they can be sent a sign-up invitation email.

Re-sending Invitations

1. If a user did not accept the invitation to join GovSpend, click on 'Resend Invite' on the right side of the user.

Please note: This button will only be displayed if the user has not accepted their invitation. If it is there, the invitation will be sent to the email address associated with their GovSpend account.