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Get a new project ready for site

A sage-green workflow banner above four steps, from creating a project to a permissioned, site-ready workspace.

Go from an empty workspace to a project your whole team can work in — set up, populated and permissioned — in one sitting.

Goal

A live project with the right people, roles and access in place.

What you walk away with

A configured project with your team invited, roles assigned and access scoped correctly — ready for documents, drawings and site activity from day one.

Time: ~15 minutes · Level: beginner · Steps: 4

Steps​

Step 1: Create the project​

Start with the essentials — name, location and key details — so the project exists and everything else has somewhere to live.

Full guide: Add a new project

Step 2: Complete the guided setup​

Work through the setup checklist so nothing foundational is missed before the team arrives and real work begins.

Full guide: Complete the project setup workflow

Step 3: Invite your team​

Bring in colleagues and external collaborators so the right people have access from the outset, not weeks into the job.

Full guide: Invite someone to your project

Step 4: Assign roles and access​

Set who can see and do what, so each person has exactly the access their role needs — and nothing they shouldn't.

Full guide: Assign Custom Roles and App Access to People

Last updated: 2026-06-07