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What is Submittal Kit Your First Project Search Everything The Dashboard Help and What's New Abbreviations We Understand

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Equipment Register Basics Import a BOM Equipment Documents

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The Parts Library Part Documents Find Datasheets The Document Library Search Inside Documents

Submittals

Create a Submittal Configure Sections Choose Equipment Scope Compile a Submittal Checks Before You Submit O&M Manuals Submittal Numbering Cover Pages Package Layouts

Submissions & Review

Issue a Submission Submittal Log Returned Reviews Comment Response Log Record an External Submittal Share with an outside reviewer

RFIs

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Field & QA

Punch Lists As-Built Redlines

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Upload Specifications Spec Check

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Quotes and Purchase Orders Coverage and Lead Times Change Orders Budget and SOV

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Connect an Agent

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Team & Access

Invite teammates, set who is an admin, and know exactly what each role can change.

Nobody wants a new hire's first week spent asking "who can add me, and what am I even on?" Invites here name the projects, and the first dashboard they see is their own board.

Invite a teammate

Admins can invite from Settings, Team & access:

  1. Enter the coworker's email username. Invitations only work for addresses at your company's domain; an outside reviewer or sub who will never sign in belongs on the Personnel page as an external contact instead.
  2. Optionally open Put them on their projects and tick the projects they are joining. The invitation email names those projects, and they appear on the new member's dashboard the first time they sign in. They can add or drop projects themselves afterwards.
  3. Send. The emailed link stays valid for 7 days and works exactly once.

Roles: admin and member

The roster lists everyone with a login, with a role dropdown beside each name. Admins can change anyone's role or remove a member (a removed member has to be re-invited to get back in).

Admin unlocks the settings that govern the whole workspace: this Team & access page, Billing & plans, and administrative company settings such as the company name and the numbering formats behind submittal and RFI identifiers (see Company identity).

Members get everything else, which is to say the actual work: projects, the Equipment Register, submittals, RFIs, punch lists, the document library, and shared defaults like package layouts and vocabulary lists. You do not need admin to run a project end to end.

Walkthrough 5 steps · 0:33 video

  1. Team & Access, step 1: the screen with the control outlined
    Step 1 of 5 Admins invite from Team & access. Enter the email username; invites only work at your company's domain.
  2. Team & Access, step 2: the screen with the control outlined
    Step 2 of 5 Optionally open Put them on their projects.
  3. Team & Access, step 3: the screen with the control outlined
    Step 3 of 5 Tick the projects they are joining. They appear on the new member's dashboard the first time they sign in.
  4. Team & Access, step 4: the screen with the control outlined
    Step 4 of 5 Send Invite emails a link that stays valid for a year but works exactly once.
  5. Team & Access, step 5: the screen with the control outlined
    Step 5 of 5 The roster lists everyone with a login. Admins change a member's role from the dropdown beside their name.

Signing in

New members follow the invite link to join, enter their name, and choose a password. After that they sign in with email and password, or with a code we email them. Forgot the password? Forgot your password? on the login page emails a 6-digit code; type it on that tab, and it asks for a new one.

If a teammate's name shows an amber "Name is a guess" flag on the roster, it was taken from their email address and is what printed pages would use. Setting the real name clears it everywhere; see Personnel & certifications.

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Updated Oct 18, 2026

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