What are Users?

What do we mean by "Users" in Builterra? Users are any individuals who are in your organization that use the platform. Users can vary in permissions required for their daily duties, for example, inspectors, contract administrators, and project managers to name a few examples.

Adding individuals to a Builterra account will automatically provide users with access to all of the projects and inspection forms on the account. To learn more about adding users and their permissions, keep reading below!
  

How to add users to your Builterra Account

    1. Go into the 'Account' portal

    2. Select the “Manage Users” tab option to start adding users to your Account.

    3. In the “email address” edit box, add email addresses and select the “Submit” option. This will send the user an email with instructions to log in and edit their profile.

    4. Permissions and Rights for the users can be set up as well in this grid – Admin, Project Manager, Editor, Viewer

    5. Selecting add-on functionality for Mobile Inspection and Tender Management is also done here.

Feel free to watch this video that visually covers these steps:

User Permissions

How to edit User's Permissions

On the 'Manage Users' tab, double left-click on any of the permission cells for that user 

Role Permissions

Internal User Permissions:

• Viewer: This allows the user to view and download data uploaded onto the Builterra account. 
• Editor: This allows the user to do basic creation and edits to the granted portal(s).
• Project Admin: This allows users to create and modify projects on the account.
• Account Admin: This allows users full access to the 'Account' portal and the configuration settings for ALL of the Buiterra Portals. This 'Role' is powerful so it is suggested to only grant this to heavily experienced and trusted users.

Note: The 'Roles' above are in order of hierarchy. 'Viewer' having the lowest permissions, and 'Account Admin' has the highest permissions available.

Inspect Permissions

• None: This makes it so the user cannot access or view anything in the 'Inspect' portal.
• Inspector: This allows those with the role of  'Editor' or above to make and modify their own inspections.
• Coordinator: This allows users to create and edit their own inspections and modify the inspection form/report.
• Supervisor: This allows users to create and edit their own inspections, and modify other users' inspections.
• Admin: This allows users to create their own inspections, edit other users' inspections, and make modifications to the inspection form/report.

Note: The 'Inspect' permissions above are in order of hierarchy. 'None' having the lowest permissions, and 'Admin' has the highest permissions available.

Tender Permissions

• None: This makes it so the user cannot access or view anything in the 'Tender' portal.
• User: This allows users to create and modify tenders in the tender portal.
• Manager: This allows users to Create and modify tenders, modify specifications, and modify tender configuration settings.

Note: The 'Tender' permissions above are in order of hierarchy. 'None' having the lowest permissions, and 'Manage' has the highest permissions available.

Next steps

• Add a new user on the Account Portal.
• Understand the difference between project users and internal users.
• Let us know if this article was helpful below.

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