Inviting your team
Add teammates, choose the right permission level for each, and understand what Owner, Manager, Estimator, and Viewer can each see and do.
- • You're signed in as the workspace Owner
- • Your subscription includes seats for the people you want to invite (check Settings → Subscription)
BuiltUp is more useful when everyone in your office is in it together — your estimator is building scopes, your project manager is tracking progress, your office admin is sending invoices, and you can see all of it from one place. This guide covers how to invite teammates and which permission level fits each role.
Open Settings → Team
From your avatar in the top right, click Settings, then the Team tab. You'll see everyone currently in your workspace, with their role badge next to their name.
If this is your first time here, you'll only see yourself. That's about to change.
Team
Click Invite and add a teammate
Click the Invite button in the top right. You only need two things: their email address and their role. BuiltUp emails them an invitation link — they click it, set their password, and they're in.
A few things to know:
- Pending invites stay in the team list with a "pending" badge until accepted, so you can see who hasn't joined yet
- You can resend or revoke an invitation at any time from the same row
- Email typos are fixable — just revoke and resend
Team
Add a person to your workspace
- • Create & edit projects, scope, quotes
- • Send quotes & invoices
- • View financials
Pick the right role
BuiltUp has four built-in roles. Each one is a sensible bundle of permissions — pick the closest match and don't overthink it; you can change it any time.
- Owner — full control, including billing, seats, and deleting the workspace. Usually one or two per company.
- Manager — can do almost everything Owners can, but can't change billing or delete the workspace. Right for senior project managers, ops leads, and partners.
- Estimator — can create and edit projects, scopes, quotes, and invoices, and view financial reports. Right for estimators, quantity surveyors, and office staff who run the day-to-day.
- Viewer — read-only across the workspace. Right for accountants, advisors, and anyone who needs to see the numbers without touching them.
Set notification preferences
Each teammate controls their own notifications from Settings → My Profile → Notifications. By default they'll get emails for:
- Quotes accepted or rejected
- Invoices paid
- Messages from clients
- Project assignments
If your team is getting too many alerts, ask them to dial it back from there — you can't change another person's notification settings as the Owner.
Manage seats and billing
Every active teammate uses one seat from your subscription. Pending invites don't count until accepted. To check your current seat usage and add more, open Settings → Subscription.
If you remove a teammate, their seat frees up immediately and any work they did stays attached to the projects they touched (their name shows on activity logs and audit trails — nothing is lost).
Your team is in. Everyone has a role that matches what they actually do, and you can see the whole workspace from one screen. Next stop: creating a real project and putting BuiltUp to work.
Creating your first project
Projects are the container for everything BuiltUp does — scope, quotes, invoices, files, messages. This guide walks you through creating one, understanding the status workflow, and knowing what to fill in now vs. later.
More in Getting started
Quick start: a 10-minute tour of BuiltUp
Land in BuiltUp, find your way around the dashboard, create your first project, and generate a scope from a set of plans — all in about ten minutes.
Setting up your workspace
Branding, region, currency, and labor rates — the workspace settings that quietly show up on every quote, invoice, and scope you ever generate.