By the end of this article you'll be able to add your own company members to a project, invite external companies and their teams, and manage roles and permissions across everyone on the project.

This can only be done by a Project Admin. See Understanding roles and permissions if you're unsure what role you have.

Adding members from your company

Go to Project Setup > Members and click Invite to project or + Invite to add new or existing Visibuild members using their name or email. You can add multiple users at once by clicking + Add another member.

Managing existing members and their roles

To upgrade a member to Project Admin or remove them from the project, click the three dots on their row. If removed, all their past activity remains visible in the project.

Inviting companies to your project

Go to Project Setup > Members and click + Invite to project. Search for the company by name.

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

Tip: Make sure at least one user from each company is assigned the Admin (limited) role. This lets them manage their own team members 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, click Invite new company in the banner at the bottom of the search results. The company name will pre-fill based on what you typed. Continue adding members and assigning their project roles from there.

Note: The first person from a new company to accept their invitation will be responsible for setting up their company in Visibuild.

Adding more members from an existing company

Once a company is on the project, you can add more of their team at any time by clicking Invite to project or + Invite in the company members list.