Managing the employees listed in your company's profile ensures that company information is up to date.
Please note that to add and remove coworkers from offices on BuildingConnected, you must belong to the office you are removing coworkers from and at least one individual must be designated as the office lead. For more information, please reference the article, “What are office 'Leads’ and how to designate them.”
To add a coworker
Click on the building icon on the menu on the left-hand side.
If you have multiple offices, click into the office where you want to add a coworker.
Enter your coworker's email address then click “Invite Coworker.”
Click “Send Invitation.”
-
If you receive a message stating "External Employment exists", contact support. We’d be happy to get your coworker set up under the correct company.
To contact support:
- Click the "?" button in the bottom left corner to access our virtual assistant
- Follow the prompts and describe your issue.
- You may be given some self-service options, and you can answer "Yes" or "No" when asked if they are helpful.
- If not helpful, you'll be able to choose to email or chat with our Support team.
Your coworker will receive an email notification containing a link to create an account. They will be asked to complete their profile and once they do so, their personal information like name and title will appear according on BuildingConnected.
To remove a coworker
Click on the building icon on the menu on the left-hand side.
If you have multiple offices, click into the office where the coworker you want removed is located.
Click "REMOVE" next to the desired coworker.
Note: If you receive the error "Cannot Remove Last Office Lead", there are two possible solutions:
- There is no one assigned as an office lead in the office you are trying to remove someone from. Assign another employee as the office lead and try again. Learn more
- If there is only one person in the office, you can remove the entire office by joining it and assigning yourself as the office lead. Learn more
You will be prompted to reassign their work to a coworker. This is to ensure no work within your company is lost.
Type the name of the coworker and click on the coworker’s name in the drop-down menu or press “Enter" to select the highlighted coworker.
Note: If the contact you are removing was a primary contact for bid invites or qualifications, you will also be prompted to provide a coworker to "Reassign primary contact to". Select a new primary contact from the drop-down menu.
Click "Remove Employee".
If the coworker belongs to multiple offices and you wish to remove them from the company entirely, you will need to remove them from each office separately.
Comments
0 comments
Article is closed for comments.