Inviting users to Soarvo

Team members need an invitation from an Administrator, Project Manager, or Project Supervisor to log in. Only Administrators can invite other Administrators.

How do I invite a new Administrator?

Only existing Administrators can do this. Go to User Management, click + New user, fill in their details, pick administrator, and confirm.

How do I invite a Project Manager or Project Supervisor?

All three roles can invite users in lower roles. Follow the steps below and pick project-manager or project-supervisor from the Role dropdown.

How do I invite a field surveyor for mobile-only access?

Assign the Mobile-Only role — app access, no web portal. After they confirm, share specific projects or locations with them. Mobile-Only users don't see all projects automatically.

How do I bulk-invite a team?

Soarvo doesn't support bulk CSV import. For teams of 5+, click + New user for each person — each invite triggers an immediate email. Have the team confirm accounts in parallel.

How do I invite a contractor temporarily?

Invite as Editor or Viewer, share only the relevant projects, and remove them via Managing and Removing Users when done.

1. Click the avatar (top-right) and select User Management.
2. Click + New user. A new row appears at the top of the user table.
3. Fill in First Name, Last Name, Email address.
4. Select a role from the dropdown (defaults to viewer). See User Roles & Permissions if unsure.
5. Click the ✓ checkmark to confirm, or the ✕ to cancel.

Administrators can update roles at any time from User Management. Changes take effect immediately.

• Sharing Projects & Locations — give the new user access to data
• User Roles Explained
• Two-Factor Authentication (MFA)