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HR - Adding User to Buildertrend

This guide walks you through the process of adding a new internal user to the Buildertrend platform.

Process Overview​

Adding new users to Buildertrend requires administrative access. This procedure covers creating a new internal user and assigning the appropriate OVI GC role.

Required Information​

  • New user's first name
  • New user's last name
  • New user's email address
  • New user's phone number
  • Appropriate OVI GC role for user

Step-by-Step Guide​

  1. Login to Buildertrend

    Navigate to the Buildertrend login page and sign in using your administrative credentials.

    Login to Buildertrend and click settings

  2. Access Internal Users Section

    From the settings menu, click "Internal Users" to view the user management area.

    Click "Internal Users"

  3. Create New User

    Click the "New Internal User" button to begin adding a new user.

    Click "New Internal User"

  4. Enter User Information

    Fill in the new user's personal information including first name, last name, email address, and phone number.

    Enter user information

  5. Select Role

    Click the "Role" dropdown field and select the appropriate OVI GC role for the new user.

    Select user role

  6. Choose Appropriate OVI-GC Role

    Select the appropriate role from the dropdown list. For example, "OVI-GC Field Crew".

    note

    The role selection determines what permissions and access levels the user will have in the system.

    Select OVI-GC Field Crew

  7. Complete User Creation

    After entering all required information and selecting the appropriate role, click the "Create" button to finalize the new user setup.

    Click Create button

Completion Checklist​

  • Logged into Buildertrend with administrative access
  • Navigated to Internal Users section
  • Created new internal user
  • Entered user's personal information
  • Selected appropriate OVI-GC role
  • Clicked Create button to finalize
success

The new user will receive an email invitation to complete their Buildertrend account setup. Once they accept the invitation and set up their account, they will have access according to their assigned role.