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Create Team Members

Summary

This tutorial guides you through adding new team members to your BuilderPal account, either individually or by importing multiple at once. Adding team members is essential for collaborating on projects, assigning roles, and managing permissions effectively within your construction team.

How-To Video

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Prerequisites

  • You must have admin access or appropriate permissions to manage team members.
  • Prepare team member details like name, email, phone, and desired roles/groups in advance.

Steps

  1. Navigate to the Team Members page in https://app.builderpal.com.

  2. Select Create Team Member from the dropdown menu.

  3. Fill out the new team member's information, including name, email, and phone.

  4. Assign groups and permissions, then click Save.

  5. Click Save to confirm and add the new team member.

  6. To import multiple team members, select Import Team Members from the dropdown.

  7. Select Import Team Members from the dropdown menu.

  8. Write a message describing the team members you want to add, or upload a file with their info.

  9. Optionally, upload a file containing team member details instead of typing a description.

  10. Review and assign roles, verify information, then save the imported team members.

Confirmation

The new team member(s) appear in the Team Members list, with an invitation email sent if applicable, and they can now access assigned projects based on their roles and permissions.

FAQ

Q: What if I don't assign a group or permission during creation?
A: You can edit the team member's details later from the Team Members page to add or adjust groups and permissions.

Q: Can I import team members without a file?
A: Yes, by writing a descriptive message in the import field, BuilderPal will parse the details to pre-fill the information for review.

Q: Why isn't the new team member receiving an invitation email?
A: Ensure the email address is correct and check spam folders; invitations are sent automatically upon saving.

Q: How do I remove a team member after adding them?
A: From the Team Members page, select the member and choose the delete or deactivate option, as covered in related articles like Manage Team Member Permissions.

Q: Are there limits on how many team members I can add?
A: No limits on the free plan, but large imports may take longer to process; for bulk additions, use the file upload for efficiency.

  • Manage Team Member Permissions
  • Create Groups
  • Edit Company Profile
  • Manage Contacts
  • Time-tracking & Kiosk App Control Center

Metadata

Relevant Roles: Admin (GC), Admin (SUB), Admin (SHORTCUT), Team Project Manager, Team Finance Manager, Team Business Manager
Feature Area:
Article Type: Workflow / Tutorial

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