Gavel Learning Center

Gavel has four user types. Learn what it means to be an Admin, Builder, Organization User, and User on Gavel and how to manage your users.

The Admin has comprehensive control over the Gavel account and is trusted to manage billing, user roles, and all client data.

Builders create and manage questions, forms, and document templates. They can share or assign these questions with internal and external users.

Organizational Users can share and/or answer sets of assigned questions that generate documents multiple times. They can also access the client data for these assigned questions.

User Roles are typically reserved for clients who only need an end-user experience, and they access this inside their client portal.

Learn about different user portals and the different feature accesses for each.

Admin and Builder users can collaborate with other Admin and Builders by sharing a workflow. Sharing a workflow will send each selected user a copy of the workflow and documents they can edit, run, and share.

Admin and Builder users can assign workflows to be completed by any other user.