Sh.07Team & roles
Everyone sees their part. Amounts, only those who should.
Each member’s role decides what they see and change, and the server enforces it. Where a role does not see amounts, they show as ••••: on screen, in reports and in emails.
- 6roles
- ••••where a role does not see amounts
- 7days an invitation stays valid
Six roles
- Owner: everything, including settings and team.
- Manager: projects, money, planning, site, files, reports and invitations.
- Accountant: Inbox, Money, Contacts and reports with export, across every company.
- Site lead: site, planning, schedule and files, with no amounts.
- Viewer: sees the structure, with every amount masked.
- Client: only what you share, such as photos and documents.
Security
- Two-step sign-in with an authenticator app and recovery codes. The workspace can require it per role.
- Sign in with a password or a Google account.
- A 4 to 6 digit lock PIN after idle time, for phones that stay on site.
- Access per company of the group, and one-time invitation links that expire in 7 days.
- Change history: who changed what and when, with filters.
Working together
- Team chat and direct messages, with @mentions and links to projects.
- A notice board with pinned posts and comments.
- Private notes with tags and checklists.
- Reminders: tomorrow, in one or two weeks, at month end or on a date.
- «My items»: tasks, RFIs, change orders, punch items, submittals and reports assigned to you.
- In-app notifications as they happen, and by email if you want.
Your workspace, in your own words
- Rename menu sections to match the way your office talks.
- Home cards you pick and order, and search across Builtfold with Ctrl+K.
- Light or dark theme, text size, Greek or English.
The rest of Builtfold
Sh.99Request a demo
See Builtfold with your own invoices.
New workspaces are opened after a conversation with us for now. Tell us which company you are, how many projects you run and which role you care about, and we will set up a demo with examples from your own work.
Prefer email? Write to us and we will reply as soon as we can.
Emailhello@builtfold.com