Construction project team management with roles, invites, and commercial access controls
Manage members, roles, trades, and invitations - so the right people see execution, commercial, or owner views without IT tickets or guessing.
Construction Software
Project team & permissions
This is a project roster and permissions management tool. It manages members, roles, trades, invitations, and commercial access controls - so the right people see execution, commercial, or owner views without IT tickets. Role templates (PM, super, sub, owner) control module visibility, and assignee pickers across tasks, RFIs, and inspections share the same roster for consistency.
WorkHub
Part of WorkHub
- Member directory with role, company, trade, and contact info
- Role templates (PM, super, owner rep, sub foreman) with commercial gates
- Email invitations for subs and consultants without IT escalation
- Activity attribution and assignee pickers shared across all modules
The problem
Wrong access slows every module
When supers see commercial numbers they should not, when owners wait for read access, when subs cannot find their invites - project velocity dies in permission confusion. Align roles and permissions at org level with commercial gates per project - onboard fast, scope clearly, and keep assignee pickers honest across every module.
From invite to assignment - without permission chaos
A clear path for onboarding, scoping access, and keeping rosters honest.
- 01
Set up the roster
Add team members with role, company, and trade. Role templates prefill permissions for PMs, supers, subs, and owners.
- 02
Send invitations
Email invites with scoped access. New users see the right modules on first login without manual permission review.
- 03
Assign work
Same people list powers assignee pickers in tasks, RFIs, and inspections - add once, assign everywhere.
- 04
Audit and adjust
Activity attribution shows who did what. Role changes apply across modules without per-tool reconfiguration.
People and access
Member directory
See who is on the job with role, company, and contact info - the same roster that powers assignee pickers in tasks, RFIs, and inspections.
Role templates
PM, super, owner rep, sub foreman - start from sensible defaults and customize per project without rebuilding permissions every time.
Commercial access
Financials respect commercial RBAC flags - sensitive numbers stay with authorized users without manual filtering.
Invitations
Onboard subs and consultants without IT tickets - email invites with scoped access so new users see what they need on first login.
Assignee pickers
Same people list powers tasks, RFIs, and inspections - add a user once, assign work everywhere without duplicate setup.
Activity attribution
Every action tied to a user for accountability - who closed what, who answered which RFI, who uploaded which drawing.
Deep dive
Org to project inheritance
Organization members flow into projects with overrides where needed - onboard once at org level, scope per project without duplicate setup.
- Settings integration with org-level role templates
- Per-project roster with invite and removal activity
- Export roster for compliance and closeout binders
Tasks · My work
T-067Punch - Level 4 waterproofing
MEP · Due Fri
T-068Close corridor firestop
You · Today
T-069Verify handrail torque
Done
Deep dive
Commercial gates that respect RBAC
Financials respect commercial flags - sensitive numbers stay with PMs and owners without manual filtering or separate logins.
- Commercial access toggle per user and role template
- Overview KPI cards hide budget and cost when unauthorized
- Activity attribution for commercial reads and writes
Tasks · Board
Open
Install door hardware
Paint touch-up L3
In progress
Punch package A
Done
Firestop corridor
Deep dive
Assignee pickers that scale
Tasks, RFIs, and inspections share the same people list - roster accuracy improves module usability without per-tool setup.
- Trade tags for filtering assignees by specialty
- Inactive members hidden from pickers but queryable for audit
- Contact info for email and phone reach-out from the roster
A-401 · Floor plan
2 open pins on this sheet
Rev C“We used to spend hours every project start setting up logins and permissions. WorkHub roles and invites take five minutes - and subs see the right queues without calling us to fix access.”
Built for everyone who manages project access
Project managers & admins
Set up rosters, send invites, and manage permissions with role templates - onboard subs and consultants without IT escalation.
Organization leaders
Inherit org-level members into projects with per-project overrides - onboard once, deploy everywhere with commercial gates where needed.
Superintendents & coordinators
Assign work from a roster you trust - same people list powers tasks, RFIs, and inspections without duplicate setup.
FAQ
Team & permissions FAQ
How project rosters and access controls work.
The Team module is the project roster and permissions area in WorkHub. It manages members, roles, trades, and invitations for a specific job - not the company homepage or org directory.
Role templates (PM, super, owner rep, sub foreman, and more) control what each person can see across tasks, RFIs, financials, and other modules - with commercial gates where needed.
Yes. Invitations onboard trade partners and consultants into the project workspace without IT tickets - scoped access ensures subs see what they need, not everything.
Yes. Commercial RBAC flags control who sees financials - sensitive numbers stay with PMs and owners without manual filtering.
Yes. Roster exports include role, company, contact info, and activity for compliance and closeout binders.
Yes. Tasks, RFIs, and inspections share the same people list - add a user once in Team, assign work everywhere without duplicate setup.
Related
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