14 articles
Teams and Directory Help
Manage project teams, companies, people, invitations, roles, and company profiles.
Quick reference
4The 60-second people model
Global Directory company/person → Project Team membership → invitation and project access → active collaboration
Read articleTeam, directory, role, invitation, and access
Learn about team, directory, role, invitation, and access in Constructable.
Read articlePermissions and platform availability
If an action is missing, ask an administrator to check these permission labels:
Read articleTroubleshooting teams and directory
Your role needs Access the global directory, view people and company profiles. Ask an administrator to review Roles and Permissions.
Read articleBuild the Global Directory
4Understand Global Directory and Project Team
Choose the Global Directory or Project Team based on where you need the change to apply.
Read articleFind companies and people
Use the Companies tab to find a business and the People tab to find someone's membership and contact details.
Read articleAdd and maintain companies
Create a company once in the Global Directory, then reuse it on projects.
Read articleAdd an internal or external person
Add coworkers directly to your organization. Add external partners to the company they represent so you can reuse the right relationship across projects.
Read articleBuild a Project Team
3Add a company to a Project Team
Add the company first, then choose its participating people.
Read articleAdd people and grant project access
After you add a company or your organization to the project, choose the specific people who need to participate.
Read articleReview and export the Project Team
Open Management Tools → Team, then use the Project Team actions to find participants and prepare contact lists.
Read articleMaintain access
3Send or resend invitations
Send an invitation when someone needs to establish or regain sign-in access. You still need to choose the right role and project access separately.
Read articleChange roles
Directory roles and project roles have different scopes.
Read articleRemove project access or deactivate a person
Choose the narrowest action that fits your goal so you do not remove access from unrelated projects.
Read article