Manage People in Your Project
Add project stakeholders and team members to your project, assign them custom roles, and give them access to the application. People can be assigned to specific organizations (companies) and their roles are used in project reporting and access control.
This guide is designed for construction-professional.
Steps
Step 1: Navigate to People
From the Data section, click the People tab. This shows all individuals associated with your project including team members, stakeholders, consultants, and other project participants. You can see name, contact info, assigned roles, and organization.
People are separate from Team Members. People are project stakeholders; Team Members are app users.
Step 2: View person details
Click on a person to open their detail panel. You can see: full name, contact information (email, phone), assigned organization/company, project role(s), job title, department, and any notes about their involvement in the project.
Different from team members - these are project stakeholders who may not have app access.
Step 3: Add a new person
Click Add Person button. Enter basic information: first name, last name, email, and phone (optional). Select the company/organization they work for. Enter their job title and department. These details help identify the person's role in your project's organizational structure.
Email is recommended for contact purposes and potential app access later.
Step 4: Assign project roles
From the person detail panel, click Assign Roles. Select one or more custom roles created in organization settings. Examples: Project Manager, Site Manager, Structural Engineer, Quantity Surveyor, Health & Safety Officer, etc. A person can have multiple roles.
Roles are customizable by your organization and define responsibilities.
Step 5: Grant application access
If the person should have access to the AgentCon application, click Grant App Access. They'll receive an invitation email and can create an account. Once they accept, they become a Team Member and can collaborate within the app.
Granting access converts them from a project stakeholder to an active app user.
Step 6: Assign to organization
From the person detail panel, you can assign or change their organization/company. Click Organization to select their company. A person can be assigned to one primary company, but their roles are used across all project reporting regardless of company affiliation.
Organization helps structure your project's teams and organizational charts.
Step 7: Use people in reports
When creating organizational charts, stakeholder reports, or team structure documents, the people and their assigned roles automatically populate the report. Use role filters to include specific team members (e.g., "All Engineers" or "All Safety Personnel").
Reports can filter by role, company, or custom criteria using people data.
Video Tutorial
Last updated: 2025-12-08