Understand projects, companies and roles

How access is organised

• Company: your organisation and its shared people and contacts.
• Project: a controlled workspace for one construction project.
• Company role: controls company-level administration.
• Project role and access: controls what a person can see or change in a specific project.

Typical sequence

1. Create or join a company.
2. Create a project or accept a project invitation.
3. Add the required companies and people.
4. Assign the minimum role and access needed.