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Now that you have your project set up, it’s time to invite your team members, collaborators, and client(s).
You’ll manage anyone who is working with you on the project from the Project Settings, where you have flexibility over who sees what within a project.
Add Pro Team Members
Pro Team Members/Admins must first be added to your BuildBook account before you can add them to a Project. Pro Team Members are not automatically added to existing projects. After they've accepted your Pro Team invitation, then you invite them into each project separately.
Navigate to your Settings within the project by clicking the + symbol in the upper right corner or by clicking 'Settings.' Then click "+ Add Pro Team Member" and select the Pro Team Member(s) you would like to add from the dropdown menu.
You have a selection of options to grant the Pro Team Member permission. More on project permissions here.
They will automatically be added to the project and will receive an email notification letting them know.
Anyone that is involved in one or more projects, but is not part of your internal team, is a Collaborator (sub-contractors, vendors, designers, architects, etc.). They are invited on a per-project basis with flexible permission settings, as outlined here.
Add Collaborators the same way as your Pro Team Members from the Project Settings.
When you invite a Collaborator to your project, they’ll receive an email invitation to the project. If this is the first project they've ever been invited to, they'll also create an account. Once they accept the invitation, they can access the project.
They should wait to receive this invitation from you before downloading the BuildBook App or trying to log in to the system.
If you or someone you’ve invited to BuildBook is trying to accept the invitation on your mobile device and has the mobile app installed, we suggest uninstalling the mobile app in order to successfully accept your invitation. Head here if you're having trouble logging into BuildBook.
Note: If you want to get a head start on assigning Collaborator Tasks, BuildBook allows you to assign tasks to pending invitees. They will be notified that they have assigned Tasks when they log into BuildBook for the first time.
Clients are invited the same way as Pro Team Members and Collaborators in the Project Settings. All clients have the same permission levels based on which tabs of the project you want them to have access to.
Note: If you want to get a head start on assigning your Client Tasks, BuildBook allows you to assign tasks to pending invitees. They will be notified that they have assigned Tasks when they log into BuildBook for the first time.