Setting up your company or projects
How to get your company and projects setup in Visibuild
By Daniel and 2 others3 authors23 articles
For Setting Up a New Project
A collection of articles to assist in setting up a new project on Visibuild.
How to request a new projectStep by step guide on requesting a new project on Visibuild
Access your company template libraryA dedicated space to house your standardised quality templates, to maintain consistency and cohesion across all projects.
Generate templates from filesQuickly create Visibuild templates from your existing ITPs and ITCs.
How to build your project location treeHow to build a project location tree in Visibuild, either directly in the platform or via CSV upload, with examples covering piling, structure, fitout, infrastructure, and more.
How to add companies and users to your projectHow to add your own team members to a project, invite external companies, manage roles, and handle companies that aren't yet on Visibuild.
Importing from your company template libraryUsing and editing standardised templates from your company in your projects
Duplicate project templatesHow to copy an existing project template so you can adapt it for a different element or specification without starting from scratch.
Mandate project template reviewA project setting to mandate all templates created or imported by Project Partners to be reviewed before publishing.
Issue approval workflowsDesignate and automate reviewers to any newly created issues
Understanding roles and permissionsA plain-English breakdown of the four roles in Visibuild, what each one can and can't do, and how to change someone's role on a project or company.
How to manage your team members and their accessHow to invite new members to your company, add them to projects, grant or revoke company admin access, and remove members who have left.
Viewer Types in VisibuildThere are three types of viewers in Visibuild, each giving read-only access at a different level. This article explains what each one does, and how they work.
Creating a Project Implementation PlanCreating consistency around how you roll-out Visibuild on your projects is Vital to generating uniform and best practice outcomes.
Brand and LogosResources to help promote the use of Visibuild
How to configure SAML SSOHow to set up Single Sign-On for your company using SAML, including configuring your identity provider and enabling SSO in Visibuild.
SCIM User Provisioning SetupLearn how to set up SCIM user provisioning in Visibuild with your identity provider (Entra ID, Okta, or other SCIM 2.0 systems) to automatically create and deactivate user accounts.
How to build & edit a templateGuidance on building and editing a template for use.
How to build a multi-stakeholder inspection templateLearn how to link other templates to your project template to create a multi-stakeholder inspection.
How to build a template for a dynamic multi-phase inspection processHow to structure templates in Visibuild when your inspection process isn't linear, using nested overall and specific checklists to cover daily, per-element, and post-install checks under a single parent.
How to build a great Concrete Pre & Post Pour templateBest-practice guidance for structuring concrete pour inspection templates in Visibuild, including pre and post pour stages, hold points and subcontractor tasks.
How to initiate a Template ReviewA step by step guide to creating a new project template and sending it for head contractor review
Adding additional reviewers to templateLearn how to approve and send templates to additional reviewers in your project
Issue TemplatesWant to give structure to your Issues? Create an Issue Template to make sure you don't miss a thing!