Skip to main content

Adding users & companies to your project

Step by step guide on adding users and companies to your project.

Heath Phelan avatar
Written by Heath Phelan
Updated over a month ago

Visibuild is built to enhance collaboration between all project stakeholders, bringing work together on one platform. Below is a summary of how various stakeholders benefit from the use of Visibuild on their project.

Client

Visibuild provides continuity and data integrity throughout a project's lifecycle from inception to post completion.

Head Contractor

Visibuild streamlines the entire QA process and allows teams to deliver a high quality product.

Consultants

Visibuild removes the heavily manual process of completing site inspections and reports, capturing all inspections directly in the platform.

Subcontractors

Visibuild ensures that subcontractors are completing QA in real time, allowing all stakeholders enhanced visibility across the project.

Suppliers

Visibuild allows project teams to track the QA progress of offsite suppliers such as facade and precast concrete, ensuring quality products are delivered to site.

Refer to 'How to Login to Visibuild' for guidance on access to Visibuild and download the Mobile App. The process of adding users and companies to your project is outlined below.

Note: This can only be done by a 'project admin' user. Refer to this article to learn more about member roles and permissions in Visibuild.


Adding members from your company

Go to Project Setup > Members to add and remove members from the project.

Click on 'Invite to project' or '+ Invite' to add new or existing Visibuild members to the project using their name or email.

You can add multiple users at once by clicking the '+ Add another member' button.


Manage existing members & their roles

You can upgrade a member to project admin, or remove a member from the project, by clicking on the 3 dots on the member's row. If removed, all the past activity from that member will remain visible in the project.​


​Inviting companies to your project

Visibuild allows you to work with all your stakeholders on one platform. We make it easy for you to add companies to your project whether or not they've signed up to Visibuild.

Navigate to Project Setup > Members and click on '+ Invite to project'

Enter the company name to search for the company you'd like to add to your project.

Select existing members from the dropdown list, or enter the email address of any new users.

📣 Tip - Ensure that at least one user is assigned the 'Admin (limited)' role. This role grants the ability to:

Manage members

  • Invite/remove new and existing members from their company on the project

Manage templates

  • Import templates from their company library into the project

  • Build and publish project templates

Invite members from other companies

You can add members at any time by clicking either 'Invite to project' or '+ Invite' in the company members list

Can't find the company you're looking for?

If the company you're looking for doesn't appear through search, click on 'Invite new company' in the banner that says 'Can't find the company you're looking for?'

This will automatically pre-fill the company name based on what you entered. You can then continue adding all relevant members and assigning their project roles.

📣 Note - The first person to accept their invitation will be responsible for setting up their company in Visibuild.

Did this answer your question?