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Team Members

Customers view their project team through the Team section.

Team Overview​

The team page shows:

  • Project Team - People working on the project
  • Roles - What each person does
  • Contact Options - Ways to reach team members

Team Information​

What Customers See​

Each team member displays:

  • Name - Team member's name
  • Role - Their position on the project
  • Photo - Profile picture (if available)
  • Contact - Message option (if enabled)

Team Roles​

Common roles shown:

RoleDescription
Sales PersonInitial contact, sales process
Project ManagerOversees project execution
DesignerDesign decisions and planning
Design AssistantSupports design work
Design CoordinatorCoordinates design activities
EstimatorPrepared the estimate
Lead CarpenterLeads carpentry work
Lead PainterLeads painting work
Master ElectricianElectrical work lead
Master PlumberPlumbing work lead

Viewing the Team​

Team List​

The team page displays:

  • All assigned team members
  • Organized by role
  • Photo and name
  • Role description

Searching Team​

Find specific members:

  • Search by name
  • Filter by role
  • Browse full list

Team Member Details​

Click a member to see:

  • Full name
  • Role on project
  • Message option (if available)

Contacting Team Members​

Portal Messaging​

If messaging is enabled:

  1. Click on team member
  2. Select Message or Contact
  3. Compose your message
  4. Send through portal

Direct Contact​

Some companies provide:

  • Email addresses
  • Phone numbers
  • Other contact methods

Note: Contact options depend on company settings.

Dashboard Team Widget​

Quick View​

The dashboard may show:

  • Key team members
  • Primary contacts
  • Quick message links

Who Appears​

Typically displays:

  • Project Manager
  • Sales Person
  • Designer
  • Other key roles

Team Assignment (For Staff)​

How Team Members Appear​

Team members show based on:

  • Project assignments in Readybuild
  • Role mappings configured
  • Team member settings

Assigning Team​

To add team members:

  1. Open project in Readybuild
  2. Go to project settings
  3. Assign team members
  4. Select their roles

Team Roles Setup​

Configure which roles appear:

  1. Set up role definitions
  2. Assign roles to team members
  3. Map to portal display

Privacy Controls​

What Customers See​

  • Names and roles
  • Profile photos
  • Message capability (if enabled)

What Remains Private​

  • Internal contact info (unless shared)
  • Personal details
  • Team member schedules
  • Internal notes

Enabling Team (For Staff)​

Portal Configuration​

  1. Go to Admin → Company Settings
  2. Find Client Portal section
  3. Enable Team
  4. Save settings

Team Member Visibility​

Ensure team members appear:

  1. Assign team to project
  2. Set appropriate roles
  3. Upload profile photos (recommended)
  4. Verify portal team feature enabled

Best Practices​

Complete Profiles​

  • Add profile photos
  • Use clear role descriptions
  • Keep assignments current
  • Update when team changes

Customer Communication​

  • Introduce team members
  • Explain who to contact for what
  • Keep messaging enabled
  • Respond promptly to inquiries

Team Updates​

When team changes:

  • Update assignments promptly
  • Notify customer of changes
  • Introduce new members
  • Explain role transitions

Common Questions​

Why is my team not showing?​

Check that:

  • Team feature is enabled
  • Team members are assigned
  • Roles are configured
  • Project is in correct stage

Can customers contact team directly?​

Depends on settings:

  • Messaging enabled = can message through portal
  • Contact info shared = can use directly
  • Neither = customers see team but contact company generally

What if a team member leaves?​

Update the project:

  1. Remove old team member
  2. Assign replacement
  3. Customer sees updated team

Troubleshooting​

No Team Members Showing​

Verify:

  • Team feature is enabled in portal settings
  • Team members assigned to project
  • Roles are properly configured
  • Project has correct stage

Missing Roles​

Check:

  • Role definitions exist
  • Team members have roles assigned
  • Mapping to portal roles correct

Photos Not Displaying​

Ensure:

  • Profile photos uploaded
  • File format supported
  • Image uploaded successfully