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Project Setup

Add project companies and people

Build the project team from known companies, contacts and invited users.

4 min read  ·  Last updated: August 2026

Add a reusable company contact
Add a reusable company contact
Invite people to the project
Invite people to the project
Search project contacts
Search project contacts
Review project access for a user
Review project access for a user

Add the project team

  1. Confirm the company or contact exists in PulseBuild.
  2. Open the project Members workspace.
  3. Select Send Invitation or search project contacts.
  4. Choose the person, company relationship and project role.
  5. Review access before sending the invitation.

After inviting

Check Invitation Records and confirm acceptance. Company membership and project membership are separate, so add only the people who need this project.