In this article
One of the most desired benefits of BuildBook is the ability to bring everyone together in one place—before, during, and after projects. Who a team owner can invite to their account will first depend on which plan they have.
Free: One user who is also the account owner. Free accounts do not have access to Projects.
Solo: One user who is also the account owner with unlimited external user project invitations.
Team: 2-5 Pro Team invites including the account owner, with unlimited external user project invitations.
Business: 6-8 Pro Team invites including the account owner, with unlimited external user project invitations.
User Roles in Your BuildBook Account
To help keep track of who's who, each user in a BuildBook account will fit into one of three roles. Note: External Users can only be invited to projects in a Paid Plan.
Account Owner: The person who set up the company's BuildBook account and has full ownership of the account.
Pro Team Admin: Part of the Pro Team with full access to all account features including Projects, Portfolio, Collections, Opportunities, and Contacts. Admins cannot edit plan and billing info. They are likely an employee or trusted confidant of your company.
Pro Team Member: Part of the Pro Team with limited access to the BuildBook account. Pro Team Members have access to Projects, Collections, and Contacts. They do not have access to Opportunities or Portfolio.
Project Collaborators: Sub-contractors, vendors, designers, architects, etc.—anyone that is involved in one or more projects, but is not part of the internal company team. They are invited on a per-project basis with different levels of access, as outlined below.
Clients: Clients are invited on a per-project basis.
Permissions are granted on a project-by-project basis. The Pro Team and Collaborators can be added with either “full access” or “limited access” to a project. Clients are added with one permission level.
Full access gives Pro Team Members/Admins and Collaborators full access to create and edit anything within the Project.
Limited Access prevents a user from interacting with the client (either by sharing items or via the Client chat). Limited Access also does not have access to Budget, Selections, or the Client tab. To recap, the Limited Access role cannot:
Access the Client Chat
Make Daily Logs visible to the client
Make Tasks visible to the client
Add or edit items on the Schedule
See the Gantt Chart
Share a file with the client
View, create, or manage the Budget or Client Selections.
See any Files that aren't shared with them.
Clients see the Calendar View of the schedule along with project Phases. Clients also have read-only views of the Budget and Selections. They only see Tasks, Logs, and Files that have been shared with them. There is also a dedicated Client Chat in each project for easy communication.
Tasks: Clients can view and comment on Tasks shared with them
Logs: Clients can view and comment on Daily Logs
Phases in the Schedule, Budget, and Selections: Clients can view and comment on these items.
Files: Clients can view/download Files shared with them and they can upload files. They cannot edit/delete files or folders.