Inviting Your Team

Construction is a team sport. Your electrician, plumber, framing crew, homeowner, and project manager all need access to the right information at the right time. Baulit makes it simple to invite everyone to a project and control what each person can see and do.

The Four Roles

Every team member on a project has one of four roles. The role determines what they can access within that project.

Admin

Full access to everything. Admins can create and delete projects, manage team members, approve tasks, edit budgets, create change orders, configure settings, and access all reports. The person who created the project is automatically an Admin. Most general contractors or company owners use this role.

Manager

Same access as Admin within the project. Managers can edit tasks, manage budgets, approve work, and generate reports. The difference from Admin is organizational: Managers are typically project managers, superintendents, or senior team members who run day-to-day operations but did not create the account.

Contractor

Limited access, focused on assigned work. Contractors see only the tasks assigned to them, can update task status (including marking tasks Pending Approval), upload photos, and view project-level files shared with them. They cannot see budget details, other contractors' tasks, or administrative settings.

Stakeholder

Read-only access. Stakeholders can view the project overview, see progress updates, and browse shared files, but they cannot edit anything. This role is designed for homeowners, investors, architects, and anyone who needs visibility without the ability to change data.

Paid vs. Free Seats

Baulit counts seats for billing based on role type:

Each subscription tier includes a set number of paid seats (Admin + Manager combined):

• Free: 1 manager seat
• Pro: 3 manager seats (additional seats available as $19/month add-ons)
• Enterprise: 10 manager seats (additional seats available as $19/month add-ons)

If you hit your seat limit and need to invite another manager, you can either upgrade your plan or purchase additional seats from the Billing page.

How to Invite a Team Member

What Happens After You Invite Someone

The invitation process works differently depending on whether the person already has a Baulit account.

New user (no account yet)

Existing user (already has an account)

Managing Your Team

After inviting team members, you can manage them from the same Team modal.

• Change a role: Click the role badge next to a team member's name and select a new role from the dropdown. The change takes effect immediately.
• Remove a member: Click the remove button (X) next to their name. They lose access to the project instantly but their Baulit account remains active for other projects.

Assigning Tasks to Team Members

Once someone is on the team, you can assign tasks to them. Task assignment connects a specific person to a specific piece of work.

Assigned contractors see only their own tasks when they log in. This keeps their view clean and focused. An electrician does not need to see the plumbing schedule or the drywall timeline.

Task Notifications

Baulit sends email notifications to keep your team informed without requiring them to check the app constantly. Notifications are sent when:

• A task is assigned to someone
• An assigned task's status changes
• A task they submitted for approval is approved or rejected
• A note is added to a rejection (so they know what to fix)

These notifications go to the email address the team member used to sign up. They do not require any configuration — they work automatically as soon as someone is invited to a project.

Role Comparison Summary