Inviting your team
3 min read
You do not have to run BuildStandard on your own. Office admins, co-directors and finance staff can all have their own login, and you control what each person sees. Team members are unlimited on every plan, including Free.
How to invite someone
- Go to Team in the side nav. The page reads "Invite teammates and control what each person can access."
- Choose Invite teammate and enter their work email.
- Pick a role (see below). You can change it later.
- They get an email with an invite link. When they accept, they set their own name. You only need their email address.
The roles
- Admin: full access to every module except billing, deleting the organisation, or transferring ownership.
- Project Manager: Projects, ITPs and Handover, plus read only access to the Document Library with financial records excluded. Cannot see Corporate or Trust Center.
- Finance: Corporate, Document Library and Trust Center. Cannot see Projects or Handover.
Whoever signed the business up is the Owner. There is exactly one Owner, and they are the only person who can manage billing or transfer the business.
Pending invites and current members sit on the same page, so you can see at a glance who has accepted and who has not.
This page used to be called Settings. If you have an old bookmark, it still works and takes you to Team.
Still need a hand?
Email us with a short description and a screenshot if you've got one. We read every message.
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