1.1 How to Add Members to a Project

Add existing GoBuid members or invite new users to a project, then assign the appropriate Project Role and Team Tags so each person has the right access for their responsibilities.

In this article

Who can add project members?

The ability to add members depends on the user's Project Role and its permission settings.

By default, users with the Manager Project Role can add members to a project and manage their project access.

Note: Project permissions are separate from account-level Admin roles. A user's access to manage members within a project is determined by their Project Role.

Add members from a project

To add members to a project:

  1. Open the Project.
  2. Open the project member area or select the member/invite icon.
  3. Select Add Members.
  4. Select existing GoBuid members or enter the email addresses of new users.
  5. Assign a Project Role to each member.
  6. Add Team Tags where needed.
  7. Save the changes or send the invitation.

Tip: Assign the appropriate Project Role and Team Tags when adding a member so their project access and workflow assignment are set up from the start.

Choose roles and team tags

When adding a member, use Project Roles and Team Tags for different purposes.

Project Role

Determines what the member can do and access within the project, based on the role's permission settings.

Team Tags

Help organize members by team, trade, company, or workflow responsibility. They may also be used to determine access to certain project workflows, such as forms and submissions.

Tip: Use Project Roles to control access and permissions, and Team Tags to identify which team or workflow group the member belongs to.

What happens after adding members?

The next step depends on whether the person already has a GoBuid account.

Existing GoBuid members

They can access the project according to the Project Role assigned to them.

New members

They receive an invitation by email and need to join GoBuid before they can access the project.

Once members have joined, they can use the project features available to them based on their assigned permissions and workflow access.

Keep project access up to date

Review a member's Project Role and Team Tags whenever their responsibilities, team, or project assignment changes. This helps keep project access aligned with how your team works.