Team & roles
Bring colleagues, consultants and contractors into a project, each with a role that controls what they can see and do.
Inviting someone
- Open the Team tab and choose Add member. Enter their name and email (email is required for admins).
- BuildFlow creates an invite link — send it by WhatsApp, SMS or email.
- They open the link, set a password, and land straight in the app.
People without login details can still be added by name — useful for assigning tasks to a contractor who doesn't use the app yet. Invite them properly later.
Letting someone else onboard people
Normally only workspace admins add and invite people. If you'd like an office manager or a senior team member to handle onboarding for you, turn on Can manage people next to their name in the Team panel.
They'll then be able to add members and send invites — but nothing else changes: they still can't see the money side, change workspace settings, or remove people they shouldn't. It's onboarding help, not full admin. A project's architect can also add and remove people on their own project without needing this switch.
Project roles
Each member gets a role on the project: director, project architect, architect, draftsman (in-house or external), QS (in-house or external), contractor, client. The role does two things:
- Shows everyone who's who on the project.
- Controls access, via the project's role-access settings.
Access levels
| Level | Means |
|---|---|
| Full edit | See everything, change everything. |
| Full view | See everything, change nothing. |
| Assigned only | See and update only their own tasks. |
Set the level per role in the project's Settings tab. A sensible default: consultants full view, contractors assigned-only.
Profiles
Click a member's name (or your own, from the sidebar) to open their profile — name and contact details. You can edit your own profile; firm admins can additionally edit other members, change their app role, or deactivate an account that should no longer sign in. Nobody can deactivate themselves.