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Before your team can begin scheduling work, an Organisation Administrator needs to set up your organisation account and invite users. This typically happens during your onboarding session with the ConstructMind team.
Step 1 — Organisation Setup
During onboarding, ConstructMind configures your organisation account and activates your Org Admin credentials. The Org Admin is responsible for managing users, creating projects, and configuring organisation settings.
Step 2 — Invite Your Team
From the Organisation Settings panel, the Org Admin or Org Manager invites team members by email address. Each user is assigned an organisation-level role at the point of invitation. Invited users receive an email to activate their account.
TIP
External users (clients, subcontractors, authority reviewers) are not added at the organisation level. They are invited directly to a specific project by the Project Owner and receive read-only access to that project only.
Step 3 — Create Your First Project
Org Admins and Org Managers create projects from the Projects dashboard. When a project is created, the creator is automatically assigned as the Project Owner for that project. The Project Owner then adds team members and assigns project-level roles.
Step 4 — Upload Documents & Begin Scheduling
Once the project is set up, Contributors can begin uploading project documents. The Project Owner or Lead Planner then initiates the Generate workflow to produce the AI-assisted schedule draft and Basis of Schedule.