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Create a Project
Now that you have created your Webuild account, added your team members and imported contacts into your organisation’s address book, you are ready to create your first project.
This article will teach you how to create a project with your Webuild account.
After logging in to your account, go to your “Projects” area . Click the “NEW” button to start the create project wizard.
In the first step of the create project wizard, you have the option to select either the “Design”, “Pre-construction” or “Construction” phase project type.
After selecting your project type, click the “NEXT” button at the bottom of the screen.
Complete your project information, then click the “NEXT” button.
To add team members to your project, click the search field and select the team members you wish to add.
You can also invite new team members to join your organisation (and project) by clicking the search field and selecting the “ADD TEAM MEMBER” button.
After adding colleagues to your project team list, select their related permissions by clicking the menu to the right of their name and selecting either “Office staff” or “Site staff”.
After adding your team members, click the “CREATE” button to finish creating your project.
Any added team members will receive an email notification like the one below, with a button directing them to your project.
