People tab allows you to organize all of your employees and contacts in one location. You can access your contacts throughout BuildingBlok when inviting users to a project or invitation to bid.
There are two types of records that can be created in People's tab:
Employees are users that are part of your company and have been invited to use BuildingBlok.
Contacts can either be:
- An existing user in BuildingBlok that is not linked to your company.
- A regular address book contact that is not linked to any user in BuildingBlok.
Once you Log in to your BuildingBlok account, select People on the left hand side bar:
To add a new employee, select + New and choose Employee as the type of contact:
Fill out the form and make sure to edit permissions:
To create a contact, select +New -> Contact: