Suggested Members are employees that have been added to you account from another clients BuildFlow Account. If they belong to you company please hit "Accept" to give them access to BuildFlow. If they do not belong to your company hit "Reject"

Anthony Neglia,

You are an administrator for the BuildFlow Construction account.

The following people need your permission to be added as an active user to this account.

Please click below to accept or reject membership.

Tip! Pay attention to any text highlighted in red. These are mandatory fields for proceeding. Additionally, the more information you fill in, the better the data will be for your company.

Please review to make sure all details in this section are correct.

Tip! A Rep is someone from outside your company that needs the same elevated permissions that an employee from within your company would have.

Company: Ensure that you enter the company the representative is from. This information is crucial for accurate data.

Click here and add in the new Rep's name.

Please make sure to change the address to the Rep's company's address.

AK
AL
AR
AZ
CA
CO
CT
DC
DE
FL
GA
HI
IA
ID
IL
IN
KS
KY
LA
MA
MD
ME
MI
MN
MO
MS
MT
NC
ND
NE
NH
NJ
NM
NV
NY
OH
OK
OR
PA
PR
RI
SC
SD
TN
TX
UT
VA
VT
WA
WI
WV
WY

If your company has user groups set up, please click which group this employee belongs to.

Project Templates: Full access will give the user the ability to create new projects with the preselected project template that are set up in BuildFlow. If you restrict their access they will not be able to create new projects.

Buildflow

This guide provides step-by-step instructions on how to add employees and reps to a Buildflow account. It includes detailed instructions on navigating the platform and filling out the necessary fields. By following this guide, users can easily add new team members and grant them access to the contact list.

Adding and Removing Employees and Reps

Adding Employees & Reps

Suggested Members

Adding an Employee

Adding a Rep

User Permissions and User Groups