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1. Purpose

The Members Module centralizes user directory management across your workspace and individual projects. It enables administrators to manage who can access the system, assign team roles, and control permission levels.
Members Management Dashboard

Screenshot: Members Management Dashboard

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2. How It Works

Each user invited to CoBuild Manager is assigned a Global Role (e.g. Super Admin, Project Manager, Member, or Auditor) as well as project-specific permissions. When a member logs in, the platform dynamically displays features, financial buttons, and edit actions based on their assigned role in the active project.

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3. How It Helps

  • Prevents Unauthorized Access: Keeps financial ledgers and sensitive project documents secure.
  • Clear Team Hierarchy: Ensures team members see only the tools and data relevant to their responsibilities.
  • Seamless Collaboration: Easily search, contact, and delegate tasks to team members.

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4. Step-by-Step Actions

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A. How to Add / Invite a Member

1

Open Members Module

Click Members in the main sidebar menu.
2

Click Add Member

Click the + Add Member button in the top right corner.
Add Member Modal Window

Screenshot: Add Member Modal Window

3

Enter Details & Select Role

Fill in the member’s full name, email address, job title, and assign their default role.
4

Send Invitation

Click Send Invitation. An email containing their activation link will be dispatched immediately.

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B. How to Edit a Member’s Role or Details

1

Locate Member

Find the user in the members table and click the Actions (…) menu on the right.
2

Select Edit Profile / Permissions

Click Edit Details or Manage Permissions.
Editing Member Permissions

Screenshot: Editing Member Permissions

3

Save Updates

Modify their role or project access permissions and click Save Changes.

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C. How to Filter & Search Members

  • Search Bar: Type a name, email address, or job title in the search box to find specific team members instantly.
  • Role Filter: Use the role dropdown to filter members by Project Managers, Auditors, or Contractors.

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D. How to Remove / Deactivate a Member

1

Click Remove Member

In the member’s row action menu, select Deactivate Account or Remove from Project.
2

Confirm Action

Confirm removal in the popup modal. The user’s active session will end immediately, preserving their historical audit log contributions.