Help Center

· 3 min read

How do I invite my team to Buildiante?

Send a role-scoped email invite from Settings → Users, and what the invitee sees when they accept it.

Only an Owner or Admin can invite people — see what each role controls if you're not sure which one you are.

  1. Go to Settings → Users.
  2. Click “Invite user.”
  3. Enter their email address, and choose a role from the dropdown — Admin, Estimator, Project Manager, or Field Supervisor. (Owner isn't an invitable role: there's exactly one per organization, and it only moves through a dedicated ownership transfer, not this dialog.)
  4. Click “Send invite.”

What the invitee actually receives

A real email with a link to /accept-invite. Opening it shows them the organization name, the role they're being invited at, and the email it was sent to. From there:

  • If they already have a Buildiante account, they click “Sign in” and then “Accept invitation.”
  • If they're brand new, they click “Create account” right there on the invite page — no separate signup detour first.

One catch worth knowing: the Clerk account that accepts the invite has to have the same email address the invite was sent to (case-insensitive). If someone tries to accept with a different email, it's rejected rather than silently added under the wrong identity.

Invite links expire

An invite is valid for 7 days. After that, or after it's already been accepted once, opening the link shows an explicit expired/already-accepted message instead of quietly failing — if someone missed their window, send them a fresh invite rather than trying to reuse the old link.

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