Managing People

Managing Team Members in 5 Easy Steps

Managing your team members on GoBuid is a straightforward process. Here's a step-by-step guide to get you started:

Step 1: Manage Members

• Click on the "Members" feature to access your team member management dashboard.
• Here, you can assign specific roles and responsibilities to each member.

Step 2: Invite New Members

• To invite new members, simply search user name of the individuals you want to invite then click the "+" icon.

Step 3: Invite to Project

• Choose any projects and the role for the member. Invite this member to projects by tapping “+”.

Step 4: Set Roles and Permissions

• Assign appropriate roles from” Internal”, “ Manager” or "External”  based on their responsibilities.

Step 5: Remove Someone

• To remove a team member from your account, navigate to the "Members" section.
• Locate the member you want to remove and click on the "Remove from project" option next to their name.
• Confirm the removal when prompted.

Step 6: Invited Members' Actions

• Invited members will promptly receive email invitations to join the project.
• To accept the invitation, they need to open the email and click on the provided link.
• Upon clicking the link, they will be directed to create a GoBuid account if they don't already have one, or they can log in if they are existing users.