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One of the first things we recommend doing when getting started with BuildBook is to invite your team into your account (for Team and Business Plans only). This is what we call your Pro Team, which most often consists of internal staff and/or people within your company that have a role in every project.
If you need a refresher on roles and permissions in BuildBook, head over to this article.
It’s important to note that Pro Team members are invited at an account level, whereas individual external users/collaborators (i.e. clients, sub-contractors, designers, etc.) are invited at the project level. Learn how to invite an external user.
Invite your team
Navigate to your Account Settings
In the Pro Team Members section, click on 'Add & Manage Members'
Click on the orange '+ Add Member' link.
Enter the email address of the first member you'd like to invite. Note: after a valid email address is recognized, an additional box will appear to add more members.
Choose whether the user should be an Admin or a Member (more on that here)
Once all members have been added, click the 'Done' text in the top right.
On the confirmation screen, click 'Add Member(s)' to complete the step.
Once that's done, BuildBook will email the member with a link to join the team.
When you invite a Pro Team Member to your account the first thing they’ll be prompted to do is create an account via an email invite. They should wait to receive this invitation from you before downloading the BuildBook App or trying to log in to the system.
Manage your team
You can manage all Pro Team Members in your account on the same Manage Your Pro Team page under Account Settings.
Resend email invite: If a team member has lost or can't find the invitation to join your team, you can easily resend them the invite by clicking on the “Resend email invite” link beneath their email address. If they are having trouble logging in, read our tips for logging into your BuildBook account here.
Removing a team member: To remove a Pro Team Member from your account, simply deactivate their membership using the toggle switch to the right of their name. After toggling the switch to the off position, you'll need to click 'save' before the change takes effect.