Use this guide to maintain the organization-wide companies and people that can be added to projects. Global Directory is the shared contact pool; adding someone here does not add them to a Project Team or grant project access.
Start here
- Find an existing contact: Find companies and people.
- Add an outside business: Add and maintain companies.
- Add an employee or outside contact: Add a person.
- Help someone sign in again: Reset a password and reinvite.
- Update access or offboard someone: Change a role or deactivate a person.
- Something is missing: Troubleshoot Global Directory.
Common task recipes
- Add an employee: Open Global Directory → People → Add Person, add them to your organization, choose a Permission Level, and optionally send the invitation.
- Add a subcontractor contact: Create or open the company under Companies, then add the person to that company.
- Reinvite someone who cannot sign in: Open their profile and select Actions → Reset password and reinvite.
- Remove someone who left a company: Open their directory profile and use Deactivate user.
Find and add directory records
Find companies and people
Search before creating a record so one company or person does not acquire duplicate histories.
To find a company, open Global Directory → Companies, search by name, filter by Type, and open the company profile. The grid includes Name, Trades, Type, Active Members, and Date Added.
To find a person, open Global Directory → People and search by name, email, or job title. The grid includes Name, Email, Role, Job Title, Company, and Status.
Contact details require the separate View contact information like email address and phone number permission.
Add and maintain companies
- Open Global Directory → Companies.
- Select Add Company.
- Enter the required Name.
- Add Type and Website when known.
- Review similar-company suggestions and duplicate-name warnings.
- Select Add Company.
- Open the profile to add details, trades, logo, compliance information, insurance, notes, and people.
If a company has no type when it is first added to a project, the selected Project Team category supplies its type.
Add a person
- Open Global Directory → People.
- Select Add Person.
- Choose whether the person belongs to your organization or an outside company.
- Enter First Name, Last Name, and Email Address.
- Add phone numbers and Job Title when known.
- Choose the required Permission Level.
- Leave Send Email Invitation selected to invite now, or clear it to create the membership without email.
- When inviting, select Next Step, review the email, keep the invitation-link field, and select Add and Send.
If the email already belongs to a Constructable account, the account's existing name and phone number are retained. A previously inactive membership can be reactivated through this flow.
Note: A person cannot have an active organization membership and an active company membership in the same organization. Deactivate the existing membership before moving them.
Maintain people and access
Reset a password and reinvite
- Open Global Directory → People.
- Open the person's profile.
- Select Actions → Reset password and reinvite.
- Review and send the invitation.
This action resets the password, clears last-login state, disables MFA, re-enables email delivery, and sends a new invitation. Use it only when the person needs a fresh sign-in path. Project access remains separate.
Change a role or deactivate a person
Change an internal person's organization role or an external person's Company Role on their directory profile. Changing an external company role also updates that person's role on active projects.
To deactivate:
- Open the person's profile.
- Select Actions → Deactivate user.
- Confirm.
Deactivation stops sign-in and removes the person from every project, while preserving their comments, records, and history. Removing someone from only one job belongs on that project's Team page.
Troubleshooting
Troubleshoot Global Directory
Global Directory is missing
Your role needs Access the global directory, view people and company profiles.
Email or phone information is hidden
Your role also needs View contact information like email address and phone number.
Add Company or Add Person is missing
Add Company requires company-directory write permission. Add Person appears only when you can add at least one eligible internal, external, or Admin role.
A duplicate-company warning appears
Compare the suggested company's name and website. Use the existing record when it represents the same business.
A person is already a member elsewhere
Open their current organization or company membership and deactivate it before adding them to the new place.
Someone accepted an invitation but cannot see a project
Directory membership and sign-in do not grant project access. Add the person from Management Tools → Team in the intended project.