14 articles
Teams and Directory Help
Manage project teams, companies, people, invitations, roles, and company profiles.
Quick reference
4The 60-second people model
Global Directory company/person → Project Team membership → invitation and project access → active collaboration
Read articleTeam, directory, role, invitation, and access
Learn about team, directory, role, invitation, and access in Constructable.
Read articlePermissions and platform availability
The relevant permission labels are:
Read articleTroubleshooting teams and directory
Your role needs Access the global directory, view people and company profiles. Ask an administrator to review Roles and Permissions.
Read articleBuild the Global Directory
4Understand Global Directory and Project Team
Choose the Global Directory or Project Team according to the scope of your task.
Read articleFind companies and people
The Global Directory has separate Companies and People tabs because a company record and a person's membership answer different questions.
Read articleAdd and maintain companies
Create a company once in the Global Directory, then reuse it on projects.
Read articleAdd an internal or external person
Add internal users to your organization and external users to the company they represent.
Read articleBuild a Project Team
3Add a company to a Project Team
Add the company first, then choose its participating people.
Read articleAdd people and grant project access
After a company or your organization is represented on the project, add the specific people who need to participate.
Read articleReview and export the Project Team
Open Management Tools → Team, then use the Project Team actions to find participants and prepare contact lists.
Read articleMaintain access
3Send or resend invitations
Invitations help a person establish or regain access; they do not replace role and project-access decisions.
Read articleChange roles
Directory roles and project roles have different scopes.
Read articleRemove project access or deactivate a person
Choose the narrowest action that matches the outcome you need.
Read article