Your team
Add people to a project
Open the project's Team tab, click Add from your company, pick the people and their job on this project, and add them. Field and Viewer people only see projects they're on, so add your superintendent and crew here.
- Open the project and choose the Team tab (on commercial projects it's under More).
- Click Add from your company.
- Pick one or more people and their job here: Project manager, Superintendent, Estimator, Team member or Can view.
- Click Add to team. They see the project right away.
Office and up manage a project's team. To change someone's job, pick a new one next to their name. To take them off, open the … menu and choose Take off this home (or project). Field and Viewer people then stop seeing it. Both changes can be undone.
A Field user whose job is Can view can see the project but can't change anything on it.
Someone new to the company
Admins also see Invite people here. That invites them to your company, not to this project, so add them from the Team tab once they've joined. See Invite your team.
Trades on the project
Below your team, the Team tab lists every trade partner (subcontractor on commercial) with a task on the project, with open and late tasks. They show up when you give them a task on the schedule. See Your Directory.
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Related articles
- Roles and what each one can doEveryone has one of five roles: Owner, Admin, Office, Field or Viewer. Owners, Admins and Office see every project. Field users see only the projects they're on, where they can create and update tasks, comment and upload photos. Viewers can look but can't change anything.
- Invite your teamOwners and admins invite people from Settings › People with Invite people. Enter each person's email and pick a role. They get an email with a link to join, no password needed, and the invite lasts 14 days.
- Your Directory of trades and suppliersThe Directory holds the outside companies you work with: trade partners (subcontractors), suppliers, owners and architects, plus a list of your own people. Add a company once and you can pick it on any task. Directory companies don't sign in and never take a seat.
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