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User Guide
User Guide
  • Welcome!
  • Contact GovTribe
  • Getting Started
    • What Is GovTribe?
    • GovTribe QuickStart: Typical Workflow Overview
    • Navigation in GovTribe
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      • AI Insights: Reasoning Model
    • Capture
      • Intro to Pipeline, Pursuits, and Triage
      • Pipelines
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        • Linking Opportunities and Awards to Existing Pursuits
        • The Dashboard
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      • Additional Reporting Found on GovTribe Detail Pages
        • Detail Pages - Funding Analysis Section
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    • Opportunities
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  • How to
    • Change Your GovTribe Plan
    • Add and Remove User
    • Manage Your User Profile
    • Manage Billing
  • Pipeline Pro Tips - 4 Steps to Creating & Managing Your Capture
    • Step 1: Create and Customize a Pipeline
    • Step 2: Add Pursuits to Your Pipeline
    • Step 3: Create Tasks, Manage Files, & Collaborate with Your Team
    • Step 4: Monitor and Manage Your Pipeline
  • Some Example Use Cases
    • Conducting Market Research
    • Finding Opportunities
    • Research Incumbent Contracts
    • Find a Specific Contract or Grant
    • Research Competitors or Find Partners
    • Research Subcontract Award Data
    • Research NAICS and PSC Categories
    • Research Possible Re-Competes
    • COVID-19 Federal Government Contracting Data
    • Track Competitors or Partners Awards
  • Integrations
    • Slack
    • Zapier
    • pWin.ai
    • Unanet
  • Frequently Asked Questions
    • Phone Number Verification
    • GovTribe Plan Options & Support Levels
  • Terms of Use
    • API License Agreement
  • Privacy Policy
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  • Invite Users
  • View Colleagues Currently Online
  • Remove Users

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  1. How to

Add and Remove User

How to add, remove, and change users on your account

PreviousChange Your GovTribe PlanNextManage Your User Profile

Last updated 11 months ago

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GovTribe is a collaborative platform used by teams of people to research and manage all aspects of the federal contracting business development process.

If you have a Standard or Premium subscription to GovTribe, your Account Admin can invite other users to your account. Doing so allows you to collaborate with them on opportunity pursuits, assign tasks, and share information with them.

All GovTribe Free Trial accounts are on the Standard plan, so even free trial users can invite their colleagues to experience GovTribe.

Invite Users

To invite users to your account:

Step 1. Open your Account page and scroll down to manage users:

Step 2. Enter the Name and Email Address for the new user, then click Invite User.

Your colleague will receive an email invitation from GovTribe inviting them to set up their profile, which will be connected to your account.

Step 3. In the “Manage Users” section of your Account page, the user will be listed in Pending status until the invitation is accepted and the user successfully logs in.

If necessary, you can use the Resend Invite link to send the invitation again.

When users on your account access their own Account pages, the following message appears, instructing them to contact their account owner for changes.

View Colleagues Currently Online

You can see which account users are currently online in the header of any GovTribe screen. Hover your mouse over the user’s initial or avatar to view the full name.

Remove Users

Following this process removes the user from your group account. However, the user retains the account and is able to log in, but will no longer be able to view any content from your account, even if the user created it. The user’s account will automatically be placed in free trial status, with no existing content.

To remove a user’s access:

Step 1. Click Remove in the Manage Users section of the Account page.

Step 2. Click Remove in the confirmation message.