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If you are a subcontractor or working on someone else's project, see Subcontractor New Project Onboarding (https://help.visibuild.com/en/articles/9712549).
If you are a head contractor admin running a project, see Adding users and companies to your project (https://help.visibuild.com/en/articles/9319924) and Managing members in your company (https://help.visibuild.com/en/articles/9278058).
Visibuild has two layers of roles. Company-level roles control your access across your whole organisation. Project-level roles control what you can do on a specific project. Most users only need to think about one or two of them.
The Four Roles in Plain English
Company Admin. The top-of-tree role. A Company Admin can invite people to the company, build company-wide templates, manage every project the company is on, and access the Company Dashboard which gives an executive view across all live projects. Typically held by QA Managers, Construction Managers, or office-based coordinators.
Project Admin (Head Contractor). The project owner's senior role on a single project. A Project Admin can build the location tree, publish project templates, invite users and other companies to the project, and configure defect rounds. Typically held by the QA Lead or Project Manager on a project.
Partner Admin (Admin Limited). The senior role for a Partner company on a project, like a subcontractor's lead. A Partner Admin can manage their own company's people on the project, build and publish their company's templates (subject to the head contractor's Template Review Mandate, if enabled), and archive Visis their company created. They cannot edit the location tree or invite other companies. Every subcontractor on a project should have at least one person with this role.
Project Member. The general access role. Project Members can complete inspections and tasks assigned to them or their company, log issues, take photos, and use the mobile app to do their work. Most field users sit here. Project Members cannot perform admin functions.
WHAT EACH ROLE CANNOT DO
Project Member: Edit the location tree, invite users or companies, configure defect rounds, archive Visis from other companies, access Company Dashboard.
Partner Admin (Admin Limited): Edit the location tree, invite other companies to the project, configure project-wide settings, archive Visis other companies created.
Project Admin: Change Company-level settings (that is the Company Admin's job).
Company Admin: Project Admins can be granted Company Admin rights, but Company Admin alone does not automatically grant Project Admin rights on every project.
CHANGING SOMEONE'S ROLE
If you need to change someone's role, the right person to do it depends on which role:
Company Admin to give: another Company Admin in your company.
Project Admin or Partner Admin to give: an Admin on that project.
If you are a Partner and nobody from your company has Partner Admin rights: ask the head contractor's Project Admin to grant it. They control project-level permissions.
RELATED ARTICLES
Adding users and companies to your project: https://help.visibuild.com/en/articles/9319924
Managing members in your company: https://help.visibuild.com/en/articles/9278058
Subcontractor New Project Onboarding: https://help.visibuild.com/en/articles/9712549