Accept account invitation

To access the platform, accept your account invitation.

Step	Action
1.	Open the invitation email "Invitation to join [[Organization Name]] on [[Module Name]]!" Click the button to accept the invitation.
2.	Fill out the fields including email address and password, then Create Account. The requirements for password are: Between 8-128 characters At least one uppercase letter At least one lowercase letter At least one special character
3.	You account will be created and you can now access the platform at https://sb.cityinnovate.com

Reset Password

You can reset your account password anytime at https://sb.cityinnovate.com/users/password/new

Administrators can reset passwords for users from the Organization Members page.

Edit Your Account Details

To edit your account, first login to the platform, hover over your name, then open Account Details.

From Account Details, you can edit your email address, name, phone number, timezone, and password.

Create New Account

To create a new Account:

Step	Action
1.	Go to the Organization Members page and click Invite New Team Member.
2.	Fill out the fields for email address, first name and last name. Administrators will see an option to select the Account Type: Administrator, Procurement Staff, or make no selection to set "User."
3.	An invitation will be sent to the email address provided. Optionally, Administrators can copy invitation URL and send directly to the person they invited. Administrators can also resend invitations.

Edit Account Type (Administrators Only)

To edit account type:

Step	Action
1.	Go to the Organization Members page and find the account you want to edit
2.	Click the user's name to display their details, then click Settings
3.	Change the Account Role. Deselect all options to change to User. Click Update to save.

Deactivate Account (Administrators Only)

To deactivate an account:

Step	Action
1.	Go to the Organization Members page and find the person you want to deactivate
2.	Click the user's name to display their details, then click Remove From Team
3.	The person can no longer log in, and their account record will be moved from Active Users to Deactivated Users. If you need to re-invite a Deactivated User, go to the Deactivated Users tab and click Re-Invite to Team.

Project Roles

Similar to Account Roles, Project Roles determine access and permissions within projects. There are 6 Project Roles:

1. Owners: Can view, edit and delete all items within solicitation including archiving the solicitation itself.
   
   If you are creating the project, you will be assigned as the Owner. Owners are responsible for completing and managing projects.
   
   
2. Editors: Can view, edit and delete all items within solicitation. Cannot archive solicitation.
   Editors have permissions that are very similar to Owners. You can think about Editors as co-project owners.
   
   
3. Guest Contributor: Can edit sections only when a document's permissions are updated to allow GC's. Can request to unlock documents or sections.
   Guest Contributors have fewer permissions than Editors/Owners. People assigned to the Guest Contributor role are often subject-matter experts who should write parts of documents, but shouldn't have access to all documents.
   
   
4. Reviewer: Can comment and make tracked changes on all document sections in a solicitation.
   Reviewers can make comments and track changes in documents. Comments and track changes need to be accepted by Editors or the Owner.
   
   
5. Guest Viewer: View-only permissions; cannot make comments, track changes, or author new content.
   If someone wants visibility into a project, they can be invited as a Guest Viewer. Guest Viewers make comments or edit, but they can view all substages and documents.
   
   
6. Evaluator: Evaluation stage access only; can access application evaluations that have been assigned to them by Project Owners or Editors, can only edit their evaluation scoring and justification fields.
   Evaluators can be assigned individually or as groups, they can access evaluations assigned to them as soon as application submission periods have concluded.

Account Roles, Project Roles, Permissions and Management

Please note that when a user has an Account Role that allows for blanket utilization of certain features, but is then added to a Project in a role that diminishes utilization of that feature; the user will experience the least-permissions-defined for them in that project. Please observe this example:

In the above case of "Questions: Answer all questions in a solicitation", if an Admin user were defined as "Project Role: Reviewer" they would effectively be barred from answering all questions in that specific solicitation. Please be mindful of this consideration as you review and assign permissions.

Permissions Matrices (downloadable PDF)

Account Role (Default Permissions w/ Out Project Role Assigned)

Project Roles (Permissions Granted by Assigning Role in Project)

Managing Project Roles

Notes about Managing Project Roles

1. Each project has 1 Owner.
   
2. You can add multiple people to the roles Editor, Guest Contributor, Reviewer, and Guest Viewer.
   
3. Within a project, you should assign a person to 1 role.
   
4. Across different projects, you can assign a person to different roles.

To assign Project Roles when you first create a project: type a name into the role field you want to assign.
If the name does not appear, click invite a new user and fill out their email address and name to send a new invite. Refresh the webpage then type the name in the role field, and the new name will appear.

To assign/edit project roles after creating a project: go to your project's Solicitation Details substage and click Edit Solicitation Details, type a name into the role you want to assign, then Update to save.

If Document Settings are set to "Yes" to allow Guests and Section Settings are set to "No": Document Settings takes precedent over the Section settings.

Guests will be able to access all sections in the document.