BuildPass

Follow this step-by-step guide to set up company details and settings in BuildPass.

How to Set Up a Company Account

In this step-by-step guide, we will explain how to export data to a spreadsheet in BuildPass.

How do I export data to a spreadsheet?

Stay updated with real-time notifications and weekly project updates

How Do I Get Notifications For a Project?

Easily manage project access by assigning admin users to the right projects in BuildPass.

How to Assign Admin Users to Projects

Admin users have full access to project and safety management tools in BuildPass.

What is an Admin User

Learn about the different admin roles in BuildPass and how they impact project access and management.

What are Admin User Roles?

Understanding the roles of staff and admin users in BuildPass ensures the right people have the appropriate access and permissions.

What is the Difference Between Staff and Admin Users?

Download and install the BuildPass app to manage projects and tasks efficiently from anywhere.

How Do I Get the BuildPass App?

Access the BuildPass Admin App on your mobile device to manage projects and teams efficiently on the go.

How to Get the BuildPass Admin App

In this article, we will discuss the distinction between staff and admin users in the BuildPass platform.

What is the difference between staff and admin users?

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Critical path settings in Scheduling module

Critical Path in Scheduling (Gantt)

A dedicated space where your clients can view the project progress and files that you choose to share with them.

Client Portal

Joanna Zervakis

Admin Users

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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