User Management Overview

Creating users in Buildend is more than simply providing login access. This article explains the user management process and the key steps required to prepare users for collaboration on one or more projects.

Table of Contents

• Overview
• The User Management Lifecycle
  • Step 1 - Create User
  • Step 2 – Add User to a Project
  • Step 3 – Assign a Project Team Role (When Required)
• Additional User Configuration
• Best Practices

Overview

Before users can begin working in Buildend, they must be created, granted access to the appropriate projects, and, when required, assigned a Project Team Role.

Most user management tasks are performed by administrators. Understanding the overall lifecycle helps ensure users have the appropriate access and workflow responsibilities to collaborate effectively.

The User Management Lifecycle

Every Buildend user follows the same setup process before they are ready to work on a project.

Step 1 – Create User

Create a user account to provide login access to your organization's Buildend workspace.

At this stage, the user exists within the workspace but cannot access any projects.

Learn more: Creating a User [🚧 Coming Soon]

Step 2 – Add User to a Project

Add the user to one or more projects to provide project visibility and assign the appropriate Project Permissions.

Learn more: Adding a User to a Project

Step 3 – Assign a Project Team Role (When Required)

Assign a Project Team Role only to users who will participate in project workflows.

Project Team Roles allow Buildend to automatically route workflow assignments based on each user's responsibilities rather than assigning work directly to individuals.

Learn more:

• Understanding Project Team Roles
• Assigning a Project Team Role

Additional User Configuration

After completing the core user setup, some Buildend features include additional user-specific settings that can be configured as needed.

These settings are only required if your organization uses the related functionality.

Examples include:

• Time Card Approvers
• Capacity and Scheduling Exceptions

Each feature includes its own setup and configuration guidance where applicable.

Best Practices

• Create user accounts before project work begins.
• Give users access only to the projects they require.
• Assign Project Team Roles only to users who participate in workflows.
• Review user access and role assignments regularly.
• Remove project access when users are no longer involved.
• Disable Login Access when users no longer require access to Buildend.