New tenant setup
- Create the contractor account and default administrator.
- Complete Stripe Checkout or an approved promotional access flow.
- Add users, assign licenses, and grant least-privilege permissions.
- Create projects, addresses, services, and assignments.
Project setup
- Create the project record.
- Add one or more project addresses and address types.
- Enable Files, Diagrams, Time, Mileage, or Tasks as needed.
- Assign users to the services they should use.
Invite users
- Open Users from the workspace navigation.
- Create the user, assign a license, and grant only the needed permissions.
- Confirm the welcome email was sent and resend it from the member detail if needed.
Upload files
- Select the project and address, then open Files.
- Upload files within the tenant limit and wait for scan status.
- Use retention and legal-hold controls only when your permission allows it.
Run reports
- Open Reports and choose the report type.
- Set project, user, reason, status, and date filters as needed.
- Run the report before exporting CSV, XLS, or PDF.
Configure MFA
- Open your profile to manage passkeys and multi-factor authentication.
- Use Tenant settings to enforce the tenant MFA policy when permitted.
- Keep at least one enabled default factor when tenant policy requires MFA.
Work with subcontractors
- Create or redeem relationship invite codes.
- Assign a subcontractor to a project address with selected collaboration scopes.
- Review pending actions, exchanged documents, and subproject status from Subcontractors.
Daily field work
- Open the portal, choose a project, then choose an address.
- Open the relevant service from the project detail panel.
- Refresh reports and audit logs when reviewing completed work.
- Use Help or Support when a permission, assignment, or billing state blocks access.