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Inviting Users to Soarvo

Overview

Before a team member can log in, they need to receive an invitation from an Administrator, Project Manager, or Project Supervisor. Only Administrators can invite other Administrators.

Common Scenarios

Find the scenario that matches yours.

How do I invite a new Administrator?

Only existing Administrators can invite other Administrators. Go to User Management, click + New user, fill in their details, pick administrator from the Role dropdown, and confirm the row.

How do I invite a Project Manager or Project Supervisor?

Administrators, Project Managers, and Project Supervisors can all invite users in lower roles. Follow the steps below — 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. The new user gets app access but no web portal access. After they confirm their account, you'll also need to share specific projects or locations with them — Mobile-Only users don't see all projects automatically.

How do I bulk-invite a team?

Soarvo's User Management doesn't support bulk CSV import in the UI. For teams of 5+, the fastest path is to click + New user for each person in quick succession — each invite triggers an immediate email. Have the team confirm their accounts in parallel.

How do I invite a contractor temporarily?

Invite them as a regular user (typically Editor or Viewer), share only the projects they need, and remove them via Managing and Removing Users when the contract ends.

How to Invite a User

  1. Log in and go to the home screen.
  2. Click the avatar (top-right) and select User Management. The Users page opens.
  3. Click + New user. A new row appears at the top of the user table.
  4. Fill in the inline fields: First Name, Last Name, Email address.
  5. Select their role from the role dropdown (defaults to viewer). See User Roles & Permissions if unsure.
  6. Click the ✓ checkmark to confirm, or the ✕ to cancel.
📸 Screenshot: inviting-users-02-inline-row.png
Shows: User Management — new user inline row
Clicking + New user adds a blank row at the top of the table for inline entry.
✅ What happens next: The new user receives an email invitation with a link to set their password. Their account status shows as UNCONFIRMED until they complete this step. Once they set their password and log in, the status updates to CONFIRMED.
💡 Tip: Ask new users to check their junk folder if the invitation email doesn't arrive.

User Status

Status
Meaning
UNCONFIRMED
Invitation sent — user has not yet activated their account
CONFIRMED
User has activated their account and can log in
⚠️ Note: You cannot share projects or locations with a user whose account status is UNCONFIRMED. Wait until they confirm before sharing data.

Changing a User's Role

Administrators can update a user's role at any time from the User Management panel. Changes take effect immediately.

What's Next?