Inviting Experts to Your Project | Savio

Inviting Experts to Your Project

The Experts tab of the Project / Edit page alows you to invite experts to bid on your project. You may either manually select experts to invite, or have Savio recommend experts to invite to your project based on your project settings.

The Experts tab also displays a list of all of the experts that have already been invited or have invites pending.

  • Experts Responded lists experts that have already been invited to submit a proposal for the project.
  • Experts Not Yet Invited lists experts that have been selected to invite, but invites have not yet been sent. 

Note: Experts are not invited to submit proposals until the project owner has reviewed and confirmed the project settings and agreed to Savio’s terms and conditions when submitting the project.

To manually select and invite experts to bid on your project:

  1. Click Select Experts. The Select Experts Manually dialog appears. It automatically applies search filters using the required Skills, Technologies, Expertise, and Certifications selected for the project to show only qualified experts that have all of the required skills, technologies, expertise, and certifications.
  2. Modify the search filters, as desired. You can filter on the following:
    • Show Only BookmarkedWhen this checkbox is selected, the list of experts displayed only shows experts that you have previously bookmarked.
    • Location. Find experts located in or near a specific city or country.
    • Hourly Rate. Find experts with a default hourly rate within a certain range. You can specify the range by dragging the minimum hourly rate and maximum hourly rate to the desired rates.
    • Specialties. Find experts that have specific skills listed on their profile. Specialties are research skills or methodologies. The expert must have all of the selected skills listed on their profile to meet this criteria. 
    • Technologies. Find experts that have specific technologies listed on their profile. Techniologies are specific software applications or platforms. The expert must have all of the selected technologies listed on their profile to meet this criteria.
    • Expertise. Find experts by the areas of expertise listed on their profile. Areas of expertise include working with specific demographic groups, in specific industries, or in specific regions. The expert must have all of the selected areas of expertise listed on their profile to meet this criteria.
    • Certifications. Find experts by the certifications listed on their profile. Certifications are added by Savio through verification with the partner provider. The expert must have all of the selected certifications on their profile to meet this criteria.
  3. In Sorted by, select how the experts should be sorted:
    • Rating: Sort experts by their average rating (high to low).
    • Name: Sort experts by name alphabetically (A to Z).
    • Last Update: Sort experts by the date of their last profile update (most recent to least recent).
  4. Browse through the experts and select Invite Expert for the experts you want to invite to submit a proposal for your project. You can select Profile Details to view the full profile for the expert, including their reviews, pitch, rates, skills, technologies, expertise, and certifications.
  5. Close the Select Experts Manually dialog. The Experts tab lists the experts that have been selected to be invited in the Experts Not Yet Invited section. You can remove an expert from the invite list by clicking on the X at the end of the row for the expert.
  6. Click Save & Continue to save the settings and navigate to the next tab. The Review tab of the Project / Edit page is displayed.

Note: Any changes made in a tab are not saved until you click Save & Continue. Be sure to click Save & Continue on each tab to save any changes made on that tab.

To request Savio to recommend experts to bid on your project:

  1. Select Expert Recommendations Requested to have Savio recommend and invite experts to your project on your behalf. 
  2. Click Save & Continue to save the settings and navigate to the next tab. The Review tab of the Project / Edit page is displayed.

Note: Any changes made in a tab are not saved until you click Save & Continue. Be sure to click Save & Continue on each tab to save any changes made on that tab.