--- title: How To Add, Edit & Delete Users description: This article will walk you through adding, editing, and deleting users as well as assigning them to projects. --- [Skip to content](https://help.buildern.com/en/articles/16053967-how-to-add-edit-delete-users#main-content) ![logo\_icon\_text](https://help.buildern.com/hubfs/Buildern%20logo.svg) - [My Account](https://app.buildern.com/signin) Open main navigation Close main navigation - [My Account](https://app.buildern.com/signin) - [Get Started Free](https://app.buildern.com/signup) [Get Started Free](https://app.buildern.com/signup) Welcome to Buildern Help Center! - There are no suggestions because the search field is empty. 1. [Buildern Help Center](https://help.buildern.com/en/articles?hsLang=en-gb) 2. [Users, Roles, Permissions](https://help.buildern.com/en/articles/users-roles-permissions?hsLang=en-gb) # How To Add, Edit & Delete Users ### How To Add, Edit & Delete Users This article will walk you through adding, editing, and deleting users as well as assigning them to projects. Updated over 3 weeks ago 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. [![](https://help.buildern.com/hubfs/Knowledge%20Base%20Import/94c9e2aa-d823-49bf-a825-0200fa238177.png)](https://downloads.intercomcdn.com/i/o/suco1tn6/2561627880/48a9ee135f9d3cf1e9c1d6a408f7/94c9e2aa-d823-49bf-a825-0200fa238177?expires=1792671300&signature=37f58b47a2ddffe983dfd78ad5e0bb5c3b96fc56aef42657056a3442335c2b2d&req=diUhF898molXWfMW1HO4zQDZJ%2F8NL5mgm5zZZSvSHnKprXk0NKVitHm9WwUT%0AZxdnXQS9Jylirg%2BzoDI%3D%0A) ### **Add a User** To add a new user, go to **Users** and click the **"Add user"** button. [![](https://help.buildern.com/hubfs/Knowledge%20Base%20Import/d7e7a026-7598-4281-8e92-6286d15080a5.png)](https://downloads.intercomcdn.com/i/o/suco1tn6/2561628422/fc6e525818b70390b3bad8e2f359/d7e7a026-7598-4281-8e92-6286d15080a5?expires=1792671300&signature=affbd423e22a0b92d47989846303194c7f8c43324a79732fd7270a93ca38adb6&req=diUhF898lYVdW%2FMW1HO4zT6etHGDaLyqLwr7fIsmwvNYJ106f%2FpzN3PY%2Br2Z%0ANkPbP7sSpjr4XK0V2LM%3D%0A) 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"**. [![](https://help.buildern.com/hubfs/Knowledge%20Base%20Import/a122555f-1282-4b95-9fd6-ee5f5e7da4c6.png)](https://downloads.intercomcdn.com/i/o/suco1tn6/2561628957/542ec00caf5a0ef72ef0642e1a84/a122555f-1282-4b95-9fd6-ee5f5e7da4c6?expires=1792671300&signature=668b714c413fb98786f4b461e16933edc3149d384fea3f4cc4dab5be4c67bb7d&req=diUhF898lYhaXvMW1HO4zZwp%2BBvXKRjWPkhkvp4ll5zWZTHg3m4e%2B5niqinx%0AbNQm0oNPwS%2FrO%2F78wDo%3D%0A) *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.* [![](https://help.buildern.com/hubfs/Knowledge%20Base%20Import/444a573f-84fe-4d6d-907e-9ff3077ffee5.png)](https://downloads.intercomcdn.com/i/o/suco1tn6/2561629294/be9b0fcdb52ef2f92a4fdcec96d1/444a573f-84fe-4d6d-907e-9ff3077ffee5?expires=1792671300&signature=b5b17268292ebb01f076eea9c1dd22cce8b5477d6602cbedc23b8f1dab681bb7&req=diUhF898lINWXfMW1HO4zdCe7x2Li9uGoswDY8bR8g65tOoyiGsS5FEvnxpZ%0ARfpAtJsfR9ehaaBn%2BoU%3D%0A) ### **Managing a User** Once a user has been added, click the **three-dot** action menu next to their name to view the available actions. [![](https://help.buildern.com/hubfs/Knowledge%20Base%20Import/20d06809-f3ee-4551-b9d9-f4170ece8f3d.png)](https://downloads.intercomcdn.com/i/o/suco1tn6/2561629736/79c470f246ad07658d0909e73bd7/20d06809-f3ee-4551-b9d9-f4170ece8f3d?expires=1792671300&signature=9b17961ddf8c5f60ba483496b3c3bb29adeb6e8d91de0b9c767c097c43ea6a60&req=diUhF898lIZcX%2FMW1HO4zeGQIhRuMQXty5dJQDKYQVnrmj3MbSLzPiATC0%2F%2F%0AKP3s0h1F%2Bl7fB9Oct7k%3D%0A) ### **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. [![](https://help.buildern.com/hubfs/Knowledge%20Base%20Import/30d036cb-933e-434c-ac9d-73a3d6264dbf.png)](https://downloads.intercomcdn.com/i/o/suco1tn6/2561630135/5037cef7fcdc255214f855c96903/30d036cb-933e-434c-ac9d-73a3d6264dbf?expires=1792671300&signature=47971faf151ed9a249e66374f6900195e7e035e6f4caab000c225874c3b8f326&req=diUhF899nYBcXPMW1HO4zfujKvm8jCSWnAfEgseQZqtGbH88w5fS3bMBgfvM%0A2Xwu4yPyb22lZgKS9ws%3D%0A) 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. [![](https://help.buildern.com/hubfs/Knowledge%20Base%20Import/8a1668eb-750e-4ae3-be82-8d408a3d0d71.png)](https://downloads.intercomcdn.com/i/o/suco1tn6/2561630622/3ad71f43187786f6b91f1fbabbe4/8a1668eb-750e-4ae3-be82-8d408a3d0d71?expires=1792671300&signature=b390c0eefbda0a62bb1cda5a737c975c3f1d600861ad582504f61bfd94f16716&req=diUhF899nYddW%2FMW1HO4zaH5kTiVuuTWr7mGVwe7v1CQdD0leDnrTCXuj2dr%0AG32b6aNHszXeXGOWvzU%3D%0A) 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**. [![](https://help.buildern.com/hubfs/Knowledge%20Base%20Import/59c831fe-3f27-4c38-827e-523b7a1888e2.png)](https://downloads.intercomcdn.com/i/o/suco1tn6/2561631032/1cfe128f28e4fb52a09c1c62268b/59c831fe-3f27-4c38-827e-523b7a1888e2?expires=1792671300&signature=c211c933c18340dec6d376f809d6f1a1a9992098ce443cf04121334531459e4b&req=diUhF899nIFcW%2FMW1HO4zZ2NpcsbSd035QmpebyOJAWeJcuKuTsbZePux9Ch%0Ay7E%2FZEeVDT3Z1zIplJU%3D%0A) ### **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. [![](https://help.buildern.com/hubfs/Knowledge%20Base%20Import/7d86eb8b-a326-4d3b-ae7e-0efb836a57d2.png)](https://downloads.intercomcdn.com/i/o/suco1tn6/2561631242/f6bd0deb20bd0389f77dc00dc302/7d86eb8b-a326-4d3b-ae7e-0efb836a57d2?expires=1792671300&signature=97401e33d7a94fd146d6f0f030b3260291cab043b448fdd7cff22b6b1edeac51&req=diUhF899nINbW%2FMW1HO4zfOZ2siHENDOOBsW5y0uqyBSvxTqn9pY8aA1rEwF%0AQ6kv%2FakXH01PXpPBcz0%3D%0A) ### **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.* - [Getting started](https://help.buildern.com/en/articles/getting-started?hsLang=en-gb) - [Projects](https://help.buildern.com/en/articles/projects?hsLang=en-gb#main-content) - [Getting Started with Projects](https://help.buildern.com/en/articles/projects?hsLang=en-gb#getting-started-with-projects) - [Projects Explained](https://help.buildern.com/en/articles/projects?hsLang=en-gb#projects-explained) - [Dashboards](https://help.buildern.com/en/articles/dashboards?hsLang=en-gb) - [Takeoff](https://help.buildern.com/en/articles/takeoff?hsLang=en-gb) - [Estimates](https://help.buildern.com/en/articles/estimates?hsLang=en-gb#main-content) - [Creating and Editing an Estimate](https://help.buildern.com/en/articles/estimates?hsLang=en-gb#creating-and-editing-an-estimate) - [Estimate Measurements](https://help.buildern.com/en/articles/estimates?hsLang=en-gb#estimate-measurements) - [Getting Started with Estimates](https://help.buildern.com/en/articles/estimates?hsLang=en-gb#getting-started-with-estimates) - [Importing Estimates](https://help.buildern.com/en/articles/estimates?hsLang=en-gb#importing-estimates) - [Cost Codes](https://help.buildern.com/en/articles/cost-codes?hsLang=en-gb#main-content) - [Getting Started with Cost Codes](https://help.buildern.com/en/articles/cost-codes?hsLang=en-gb#getting-started-with-cost-codes) - [Importing Cost codes](https://help.buildern.com/en/articles/cost-codes?hsLang=en-gb#importing-cost-codes) - [Proposals](https://help.buildern.com/en/articles/proposals?hsLang=en-gb) - [Schedule](https://help.buildern.com/en/articles/schedule?hsLang=en-gb#main-content) - [Schedule Board Explained](https://help.buildern.com/en/articles/schedule?hsLang=en-gb#schedule-board-explained) - [Importing Schedule](https://help.buildern.com/en/articles/schedule?hsLang=en-gb#importing-schedule) - [Getting Started Schedule](https://help.buildern.com/en/articles/schedule?hsLang=en-gb#getting-started-schedule) - [Bid Requests / Request for Quote](https://help.buildern.com/en/articles/bid-requests-request-for-quote?hsLang=en-gb) - [Selections and Allowances](https://help.buildern.com/en/articles/selections-and-allowances?hsLang=en-gb) - [Purchase Orders](https://help.buildern.com/en/articles/purchase-orders?hsLang=en-gb) - [Bills](https://help.buildern.com/en/articles/bills?hsLang=en-gb) - [Budget Tab](https://help.buildern.com/en/articles/budget-tab?hsLang=en-gb) - [Change Orders / Variations](https://help.buildern.com/en/articles/change-orders-variations?hsLang=en-gb) - [Quickbooks Online Integration](https://help.buildern.com/en/articles/quickbooks-online-integration?hsLang=en-gb) - [Xero Integration](https://help.buildern.com/en/articles/xero-integration?hsLang=en-gb) - [Client Invoices](https://help.buildern.com/en/articles/client-invoices?hsLang=en-gb#main-content) - [Client Invoices Explained](https://help.buildern.com/en/articles/client-invoices?hsLang=en-gb#client-invoices-explained) - [Getting Started with Invoices](https://help.buildern.com/en/articles/client-invoices?hsLang=en-gb#getting-started-with-invoices) - [To-Dos](https://help.buildern.com/en/articles/to-dos?hsLang=en-gb) - [Daily Logs / Site diary](https://help.buildern.com/en/articles/daily-logs-site-diary?hsLang=en-gb) - [Timesheets](https://help.buildern.com/en/articles/timesheets?hsLang=en-gb) - [Files](https://help.buildern.com/en/articles/files?hsLang=en-gb) - [Users, Roles, Permissions](https://help.buildern.com/en/articles/users-roles-permissions?hsLang=en-gb) - [Clients](https://help.buildern.com/en/articles/clients?hsLang=en-gb) - [Subcontractors & Vendors](https://help.buildern.com/en/articles/subcontractors-vendors?hsLang=en-gb) - [Templates](https://help.buildern.com/en/articles/templates?hsLang=en-gb) - [Settings and Configurations](https://help.buildern.com/en/articles/settings-and-configurations?hsLang=en-gb) - [Buildern AI](https://help.buildern.com/en/articles/buildern-ai?hsLang=en-gb) - [My Account](https://app.buildern.com/signin) [![logo\_icon\_text](https://help.buildern.com/hubfs/Buildern%20logo.svg "logo_icon_text")](https://buildern.com/) Copyright © 2026, Buildern Inc.