Help Centre
5 articles in Project Setup
05→06→17→38→39→
Project Setup · 3 min read
Invite people to your project
Invite the right people into a project so they can access the workspace and begin contributing.
Project Setup · 4 min read
Set up project locations
Create a clear site hierarchy of floors and areas so project work can be assigned and reported in the right place.
Project Setup · 3 min read
Set project access
Give each project member the minimum access needed for their role.
Project Setup · 4 min read
Add project companies and people
Build the project team from known companies, contacts and invited users.
Project Setup · 5 min read
Project setup checklist
Complete an administrator-level readiness check before handing the project to the wider team.