Help Center/Team Management
Team Management
BuildChart is built for collaboration. Every project can include owners, subcontractors, and customers — each with their own level of access. These articles explain how roles work, how to invite people to your projects, and how to set up approval workflows so nothing gets marked done without your sign-off.
User Roles Explained
Understand the four roles in BuildChart and what each one can do.
Inviting a Subcontractor
Send an email invite so subs can see their tasks and mark them complete.
Inviting a Customer
Give homeowners a read-only portal to track project progress.
Acknowledgement Workflow
Require builder sign-off before tasks can be marked as complete.