How general contractors can add coworkers to project teams

As a general contractor, you can add coworkers to project teams to provide them full access to view project tabs, invite bidders, and view submitted proposals.

To do so, begin by navigating to your “Projects” page.



Click on the project you would like to add a coworker to.



Click on the “Team” tab.



Click on the box on the right-hand side of the screen reading, “Coworker name or email.”



Enter your coworker’s name then click on their name or press “enter” on your keyboard.



You can also add a coworker by email. To do so, enter their email address in the box then click the “+” button, click on their email highlighted in orange, or press “enter” on your keyboard.



Once a coworker has been added to the project team, they will receive an email to notify them.



Their name and “Invited” status will also appear on the “Team” tab within the project. The team members you invite will have same full access as you to the project. 



If you would like to remove coworkers from project teams, please reference the article, “How general contractors can remove coworkers from project teams.”