Support / Account, team & billing
Invite and Manage Team Members
Owners manage membership from the home page. Click Members in the header of the "Portfolios & schedules" page. Other roles can see the member list but see "View only — owners manage membership".
The Members area has four tabs: Members, Invites, Disabled, and Audit.
Invite one person
- Under Invite, enter their Email.
- Choose a Role. It defaults to Viewer. See Roles and permissions.
- Optional: tick Limit to offices to restrict them to particular offices.
- Click Invite.
If the person already has a confirmed schedule.construction account, they're added right away. Otherwise they get an invitation email, and the invite link is copied to your clipboard so you can also send it yourself, by text for example.
Invite many people at once
Use Bulk invite. Paste addresses into Emails (one per line) (commas and semicolons work too), pick one role for all of them, and click Invite all.
Invitations expire after 14 days
On the Invites tab you can:
- Resend an invitation. This emails it again, copies the link, and restarts the 14 days.
- Revoke an invitation you no longer need. This frees the seat it was holding.
The invited person must accept while logged in with the same email address the invite was sent to. If they use a different address they'll see "This invite was sent to a different email address."
Seats and invitations
Pending invitations count against your seats. If you're out of seats of the right type, the form says "No PM seats left." or "No superintendent seats left." with an Add seats link. Viewers are free and never run out.
Change, disable, or remove a member
On the Members tab, search by name or email, then use the controls on the row:
- The role dropdown changes their role.
- Offices limits which offices' projects they can see. Choose Limit to selected offices, tick the offices, and click Save access. Owners always have company-wide access.
- Disable blocks their access without deleting them and frees their seat. Reactivate them later from the Disabled tab.
- Remove takes them out of the organization.
Select several rows to Set role, Disable, or Remove in bulk.
See who changed what
The Audit tab lists membership events: invitations, role changes, disables, and removals.