Starting your NEW account (Step-by-step instructions)
General Information | Address Book | Messages | My Tasks
Create a Project | Project Dashboard | Transmittals Manager
Instruction Videos | Selecting Construction Management Software
Introduction
Your company legal name and any trading name that you use.
Your company’s registration number (e.g. ABN for Australia).
Your company logo in an image format (e.g. JEPG or PNG).
Your business address, phone number and general email.
The name, mobile number and email address for each of your internal team members.
The team members to whom you wish to give authority to administer your WeBuild account.
Step 1 - Create an account for your company
Welcome to Webuild! This article will teach you how to create a new company account for your organisation.
Note: If your organisation already has a WeBuild account and you would like to join your team, ask a colleague to invite you.
To register your email address click this link, type in your email address and password and click the “CREATE ACCOUNT” button.
Check your inbox for an email titled “Thanks for your registration!”, open the email and click the “Verify Your Email” button. You will then be directed to the registration wizard (see Step 3).
a) Start by completing your user profile, then click the “CONTINUE” button:
b) You can then click the “SELECT” button to the right of “Create your Company account”:
c) After typing in your Company name and Company registration number, click the “CONTINUE” button:
d) The final step is to complete your company branch information, including your office name (e.g. New York office), address and other information.
Click the “CREATE NEW BRANCH” button to finish creating your account.
Step 2 - Add team members to your company account
After you log in to your Webuild account, you can access your company profile by clicking your name on the top right-hand side of your screen.
Once you have navigated to your company profile, select the Users tab and click the INVITE button to invite team members to join your account.
Type in the email addresses of team members you would like to invite to join your company branch, then click the INVITE button.
Invited team members will receive an email notification.
After clicking the “Get me started” button, team members will be directed to a one-step wizard to confirm some information and add their password.
Once this is done, team members will have access to their account and start working on projects.
Step 3 - Assign admin rights to team members
Admin users can:
To assign admin rights to team members in your account, follow the below steps.
After you log in to your Webuild account, you can access your company profile by clicking your name on the top-right hand side of your screen
Once you have navigated to your company profile, select the USERS tab and click the INVITE button to invite team members to join your account.
Click the small button on the right-hand side of the related user and select “Make Admin” from the menu.
Sper 4 - Import your contacts into the Address Book
Complete the Address Book section by importing your contacts:
• Import your contacts from Outlook (native) – See THIS SECTION for details, OR
• Import your contacts from Gmail, LinkedIn, iCloud or other webmail – See THIS SECTION for details, OR
• Import your contacts from a CSV file – See THIS SECTION for details, OR
• Import your contacts via spreadsheet copy/paste – See THIS SECTION for details.
Step 5 - Create your first project
Now that you have created your Webuild account, added your team members and imported contacts into your organisation’s address book, you are ready to create your first project.
This article will teach you how to create a project with your Webuild account.
After logging in to your account, your “Projects” area will be displayed. Click the “NEW” button to start the create project wizard.
In the first step of the create project wizard, you have the option to select either the “Design”, “Pre-construction” or “Construction” phase project type.
To learn about the differences between project types and the handover process, go to Project Admin section.
After selecting your project type, click the “NEXT” button.
Complete your project information, then click the “NEXT” button.
To add team members to your project, click the search field and select the team members you wish to add.
You can also invite new team members to join your organisation (and project) by clicking the search field and selecting the “ADD TEAM MEMBER” button.
After adding colleagues to your project team list, select their related permissions by clicking the menu to the right of their name and selecting either “Office staff” or “Site staff”.
After adding your team members, click the “CREATE” button to finish creating your project.
Any added team members will receive an email notification like the one below, with a button directing them to your project.
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