Setting Up Your Team Members in Houzz Pro
Collaborating with team members on Houzz Pro has some differences to how you are used to working in ConX. In this article we are going to explain the differences and show you how to set up your team members on Houzz Pro.
On ConX, each team member is used to having their own work space where they can have their own projects, which can be accessed by the account admin.
On Houzz Pro, the focus is on project-based collaboration. To collaborate with team members on a project, they must be invited to the project and given the relevant permissions.
Inviting Team Members & Setting Roles in Houzz Pro
You can manage your current team members and invite new team members. Go to ‘Company’ in the Main Menu, and then select ‘Team Members’ as seen below. Within your team member page, you can manage your team members permissions and project access, and add a new team member by clicking Invite Team Member at the top right of your screen.
Once you select ‘Invite Team Member’, you will be able to input information about the team member, including their email address, role and general permissions.
There are 3 roles to choose from. The different roles have certain permissions automatically granted, but you can edit these permissions once you invite them to your team.
- Admin: Will have access to all features and projects
- Field Crew/Design Team: Will have access to Project Management features like Schedule, Takeoffs, Selections, etc.
- Finance: Will be able to use Estimates, Purchase Orders, Time and Expenses, etc.
Adding Team Members to a Project
From within a Project, you will have the option on the right-hand side to assign or invite team members. By clicking the dropdown, you can assign existing team members to this project, or you will have the option to invite new people to your Houzz account.
For more details about working with team members on Houzz Pro, read Inviting Your Team Members and Setting Permissions.