Add a Team Member to a Project
To add a new team member to your project:
Open the project you want to work on.
Scroll down to the Team section on the project page.
Click Add Member.
Search for the internal user you want to add.
Select the user and click Save.
The selected user will now be added to the project team.
ℹ️ Note: You can find users by typing their name in the search bar or filtering users by their roles.
Preview Client Portal as a Team Member
Buildern also allows you to preview how the Client Portal appears for a specific team member. This helps you understand what information that user can see inside the project.
To preview the portal view:
Find the team member in the list.
Click the three-dot menu (⋯) in the Actions column.
Select Preview portal.
Buildern will open the Client Portal preview, showing the project exactly as that team member would see it.
💡 Tip: Project administrators can use the portal preview to verify user permissions and confirm which project information is visible to specific team members.
Remove a Team Member from a Project
If a user no longer needs access to the project, you can remove them from the team.
To remove a team member:
Find the user you want to remove from the list.
Click the 3-dot icon in the Actions column > Delete
Click Yes, Delete to confirm.
The user will be removed from the project team.
ℹ️ Note: Removing a user from the project will revoke their access to project data, but it will not delete the user from your Buildern company account.
The next articles will focus on additional features that can help you work more efficiently in Buildern.
Happy Building!