Getting started
Team members and delegated access
Owner accounts can add team members who act on the account's behalf with only the permissions you grant. Useful for firms with several staff.
Where to find it: Top bar - My Team (owner accounts only).
Add a team member
- Open My Team and add the person's details to create their delegate login.
- Grant only the permissions they need (for example bids, checklists, or budget for a constructor).
- Delegates inherit your acceptance of the EULA and work within your account.
Manage access
- Change a delegate's permissions at any time; remove a delegate to revoke access immediately.