Project Team: Inviting Members

Collaboration Made Easy

Product selection can be a very time consuming part of a project, requiring back and forth around what matches the vision, budget, and building requirements. By inviting your Project Team into the Project Tool, your process can be streamlined while still making sure each user is set up with the proper rules and permissions as they engage on the Project.

Inviting Your Team

Once you have created your Project, you can invite key members you would like to collaborate with, such as your client, other members of your team, or a spouse. Team members are invited by email, and will be prompted to log into or create a build.com account before they can access the Project.

1. Navigate to the Team and Communication section of the Project Management Tools section on the right-hand side of your Project.
2. Click the Invite People to this Project button
3. Enter the email and set up permissions for who you want to invite
4. Click Send Invitation

Setting Up Permissions

Members of Project Team have different jobs, and you may want to set them up with different permission sets. When sending an invitation to a new member, you will have the following options to set up with a Yes/No toggle. Permissions are set to No automatically until you adjust them.

• See your discount: This permission allows invited members to see any discount applied by a sales associate, or your Pro pricing discount if applicable. Members invited with this permission will be able to order from this Project and receive the discounts shown.
• Edit the Project: This permission allows invited members to add and delete items and groups. If you want the invited member to take an active part in the product selection process it is important to have this turned on, but if you want them to be view-only leave this permission off.
• View or add comments: This permission allows invited members to see and add comments added to product items. If this option is not selected, they will not be able to see any comments on the Project.
• Invite other users: This permission will allow invited members to invite additional members. They will only be able to invite members with the same or less permissions than they already have. (For example, they cannot give a new member permission to view discounts unless they already have that permission)

Removing and Editing Members

Once a member is invited, you may adjust their permissions or remove them from the Project at any time.

1. Navigate to the Team and Communication section of the Project Management Tools section on the right-hand side of your Project.
2. To Edit their permissions click the edit link directly under their email address. They must have accepted the Project invite to become a Project member, if they have not you may simply remove and then re-invite them with updated permissions.
3. To Remove click the remove link directly under their email address. This will immediately remove them as a Project collaborator and they will not be able to enter this Project any longer.
4. If a member has not joined yet, you may Resend Invitation to send them a reminder email and a quick way to access your Project as a member.

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