User Management: Builder Role
Builders create and manage questions, forms, and document templates. They can share or assign these questions with internal and external users.
Key Features:
- Create and upload questions and forms.
- Edit the questions and forms when necessary.
- Share copies of the questions and forms with other Builder and Admin users.
- Share and assign these to clients.
- Access and manipulate client data linked to their questions.
The Builder Dashboard:
Here’s an in-depth look at the Builder dashboard and its functionalities.
FAQs
- What’s the difference between a Builder and an Admin?
- The main difference is that Admin's have control of the users (adding or deactivating users) and the Gavel Billing Portal
- Can a Builder share questions with another Builder?
- A Builder can share their workflows with other Builders to make changes, or edit as needed. This is called Builder Collaboration [addlink] which allows Builders to share and edit workflows.
- I have a consultant setting up Gavel for me. Should I make them a Builder on my Gavel account?
- We recommend allowing your consultant or Gavel Expert to build on your account, however it is not necessary. Many of our Gavel Experts prefer to work on their own Gavel site and transfer the workflows to your account when they are ready. Discuss this with your consultant on how best it is to proceed.
Want a deeper dive into the other user types?
