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Inviting your team

3 min read

You don't have to run BuildStandard on your own. Office admins, co-directors and compliance staff can all have their own login, and you control what each person sees.

How to invite someone

  1. Go to Settings. The page is called Workspace — People and invites.
  2. Choose Invite teammate and enter their work email.
  3. Pick a role (see below). You can change it later.
  4. They'll get an email with a 7-day invite link. When they accept they set their own name. You only need their email.

The roles

  • Admin: full access to every module except billing, deleting the business, or transferring ownership.
  • Project Manager: Projects, ITPs and Handover. Can't see Financials, Compliance Baseline, Document Library or Trust Center.
  • Finance: Financial, Compliance Baseline, Document Library and Trust Center. Can't see Projects or Handover.

The original signer-up is the Owner. There's one Owner per business and they're the only person who can manage billing or transfer the business to someone else.

Pending invites and current members are both visible on the same page, so you can see at a glance who's accepted and who hasn't.

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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