Inviting Team Members

ApprovIQ supports collaborative project teams. Approvers can invite co-approvers and collaborators, while applicants can invite collaborators to help with document preparation.

Invitation Types

Applicant

The applicant is invited during project creation (Step 1 of the wizard). They receive an email with a link to:

• Create an account (if new to ApprovIQ)
• Sign in and view the project (if they already have an account)

Co-approvers

Co-approvers assist the primary approver with document review and approval:

1. Go to the project settings or the team section
2. Enter the co-approver's email address
3. Click Invite
4. They receive an email invitation

Who can invite co-approvers: Only the project approver.

Once accepted, co-approvers can:

• Review documents and change item statuses
• Stamp documents with their own credentials
• Manage approval list items
• View all project information

They cannot manage invitations or edit project settings.

Collaborators

Collaborators are external parties with limited access:

1. Go to the project settings or the team section
2. Enter the collaborator's email address
3. Click Invite
4. They receive an email invitation

Who can invite collaborators: The approver or the applicant.

Once accepted, collaborators can:

• View the project and approval list
• Upload documents
• Add comments

Invitation Lifecycle

Each invitation goes through these stages:

Status	Description
Pending	Invitation sent, waiting for the recipient to accept
Accepted	The recipient has accepted and can access the project
Expired	The invitation link has expired (recipient can be re-invited)
Revoked	The invitation was cancelled by the person who sent it

Managing Invitations

Revoking an Invitation

To cancel a pending invitation:

1. Go to the project team section
2. Find the invitation
3. Click Revoke

The invitation link will no longer work.

Re-inviting

If an invitation expires or a team member needs a fresh link:

1. Remove the expired invitation
2. Send a new invitation to the same email address

Branded Invitations

If the approver has configured whitelabel branding, invitation emails will display their custom logo and brand colours. This creates a professional first impression for recipients.

Tips

1. Invite co-approvers early — add them during project creation so they can begin reviewing as soon as documents are submitted
2. Use collaborators for subconsultants — if a subconsultant needs to upload a specific report, invite them as a collaborator rather than having the applicant act as an intermediary
3. Communicate role expectations — let co-approvers know which items they are responsible for reviewing