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.
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.