By the end of this article you'll be able to use the project Directory to add your own company members to a project, invite external companies and their people, manage roles, and follow up on pending invites.
This can only be done by a Project Admin. See Understanding roles and permissions if you're unsure what role you have.
The Directory
Go to Project setup > Directory. The Directory lists every company on the project, one row per company, showing its discipline, how many members it has on the project, and any teams it has set up.
From here you can:
Filter companies by Discipline, or use Search to find a company or person.
Select Export to download the project's directory.
Select View company on any row to open that company's page, where you manage its members and teams.
The Companies tab shows everyone who has joined. The Pending tab shows invites that haven't been accepted yet (see Checking pending invites below).
Adding members from your company
In the Directory, find your company and select View company.
In the Members section, select + Invite members.
Search for existing Visibuild users by name, or enter the email address of anyone new, then choose their project role.
Managing existing members and their roles
Your company's page lists every member on the project with their email, role, the number of teams they're in, and when they were last online.
To change someone's access, select the ••• next to their name:
Make project admin or Revoke project admin access to change their role.
Remove to take them off the project. All their past activity stays visible in the project.
Inviting companies to your project
In the Directory, select + Invite to project.
Search for the company by name.
Select existing members from the dropdown, or enter the email address of any new users, and assign their project roles.
Tip: Make sure at least one user from each company has the Admin (limited) role. This lets them manage their own company's members and teams on the project, and import and publish their own templates.
Can't find the company you're looking for?
If the company doesn't appear in search, select Invite new company in the banner at the bottom of the search results. The company name pre-fills based on what you typed. Then continue adding members and assigning their project roles.
Note: The first person from a new company to accept their invitation sets up their company in Visibuild.
Adding more members from an existing company
Once a company is on the project, open it from the Directory with View company, then select + Invite members in the Members section.
Checking pending invites
The Pending tab in the Directory shows everyone who has been invited but hasn't accepted yet, split into two lists:
Companies: companies invited to the project, with their project admin, number of pending members, and when they were last invited.
Members: individual users, with their company, role, and when they were last invited.
Expired invites are flagged in red, so you can see at a glance who needs following up. Select the ••• next to an invite to manage it.
You can also see a single company's pending invites in the Pending tab on that company's page.
Grouping members into teams
Each company page also has a Teams section. Use it to group members into teams such as Structures QA or Defecting Supervision, so Visis, template tasks and reviews can be assigned to the whole team rather than one person. Select + New team to create one.
For the full walkthrough, see How to create teams in Visibuild.
What's next
How to create teams in Visibuild: set up teams and assign work to them.
Understanding roles and permissions: a full breakdown of what each role can and can't do.
How to import and publish templates on a project: get your templates live.