To give your coworkers access to your company's Builtfirst profile, add them as team members. Once they join, your team members can then manage deals, your marketplace(s), and company settings within Builtfirst.
Granting Access
Clickpath: Profile Icon (top right menu) > Team Members
Use the top right menu (your initials or profile photo, if one was uploaded) to find the My Team Members link.
On the Manage Team page, you can see who's accessing your company's account at a glance. Invite new team members at any time by clicking "Invite Teammate" in the top righthand corner.
Enter your coworker's email address to send them a Builtfirst invitation.
Team members that have been invited to your organization live in the Pending section. They move to Active Members only after creating their Builtfirst account.
Organization Owners & Admins
You'll notice terms like "org owner" and "org admin" across Builtfirst. This is strictly for informational purposes - there is no difference between how these roles function on the platform. All team members can access and make edits on the same pages.
To us, the organization owner is recognized as your company's main point of contact if Builtfirst needs to reach out. By default, this role is assigned to the user that creates the company's account. Contact our support team if the owner needs to be changed.
Domain Updates/Additions
We'll remember which domains your team members use to help ensure users are routed to the correct place when logging in. If your organization changes domains or uses multiple, however, a change may be in order.
Manage your organization's domains using the policy button.
Need to update your organization's login emails? Send us a message at support@builtfirst.com.
Team Member Statuses
The statuses at the top of the Team Member page help to quickly parse who has access to your organization via the admin portal:
Active: Users that have access to your organization
Requests: Users that are awaiting approval to join your organization
Pending: Users that your team member has invited, but have not yet verified their email address
Inactive: Users that once had access to your organization, but don't anymore
Rejected: Users that have asked to join your organization, but were rejected