This article will walk you through adding, editing, and deleting users as well as assigning them to projects.
You can add, edit, and delete users, as well as assign them to projects, using the User Management feature.
To get started, log in to your Buildern account and click the People icon in the left-hand navigation menu to open the User Management section.
The User Management page is divided into three groups:
Users – Manage your internal team members and their access to Buildern.
Clients – Add and manage your clients and provide them with access to the Client Portal if needed.
Sub/Vendors – Manage your subcontractors and vendors in one place.
Add a User
To add a new user, go to Users and click the "Add user" button.
Add the following data:
Enter a full user name (Required)
Enter user email (Required)
Select the role for the user (Required)
Enter the user's phone number (Optional)
Timesheet default cost code (Optional)
User hourly cost (Optional)
User hourly price (Optional)
Select whether you would like to sync with Xero/Quickbooks Online
Add the user to projects
Once all information has been filled in click "Send invitation".
ℹ️ Please note - The new user will receive an invitation by email. Once the account is activated, you can see it in the enabled users list.
Managing a User
Once a user has been added, click the three-dot action menu next to their name to view the available actions.
Edit
Selecting Edit will open the user's profile.
From here, you can:
Set or update the user's default timesheet cost code.
Edit the user's hourly cost and hourly billing rate.
Add or remove the user from projects.
Configure or update the accounting software synchronization settings.
You can also open the Account Settings tab from the left-hand menu, where you can:
Change the user's role.
Enable or disable the user account.
Remove the user from your Buildern account.
Enable or disable Timesheet GPS tracking.
You can also navigate to the Notifications section to customize how the user receives notifications via mobile and email.
For each notification type, you can choose to receive:
All notifications
No notifications
Only direct messages and mentions
You can also specify when notifications should be delivered. Choose to receive them always or only after the user has been inactive for a specified period of time.
View
From the three-dot action menu, you can also open the user's profile. To make changes, click Edit in the upper-right corner of the page to enable editing mode.
Preview Portal
From the three-dot action menu, you can also select Preview Portal to see the account from the user's perspective. This allows you to review how the Client Portal is configured and verify what information and features are currently visible to the user.
Resend Invitation
If an invitation has already been sent to a user but they have not yet joined Buildern or can no longer find the invitation email, you can resend it from the three-dot action menu by selecting Resend Invitation.
Disable or Delete a User
You also have the ability to temporarily disable or delete users from the three-dot action menu.
When you disable a user, their account remains in the system but becomes inactive. This allows you to retain the user's information while preventing them from accessing the account. Moreover, you can enable the user from the three-dot action menu if the user's account needs to be restored.
If you would like to permanently remove the user from your Buildern account, select Delete from the action menu.
ℹ️ Please note - When a user is removed, the account is permanently deleted from the system. All items assigned to the user will automatically be re-assigned to the general admin and you will be able to manually re-assign them to the respective users.