Invite Team Members to your Velora AI workspace

Invite team members to your Voice AI Construction Project Management workspace who will have access to the admin app and site app, including calling Alex, uploading site photos/videos, and contributing to your projects. This guide covers adding users who need app access, not just project contacts.

Prerequisites

Before you begin, ensure you have:

• Completed Quick Start: Set up your workspace and created your first project
• Owner/ Admin Access: You must have owner/ admin privileges in your workspace
• Project Access: You should be on your project dashboard

Understanding the Difference

Workspace Members vs Project Contacts:

• Workspace Members: Users who can sign into both the admin app and site app, with access to all features including calling Alex from the apps, uploading photos/videos, and construction project management
• Project Contacts: Vendors, subcontractors, or team members who are part of the project. Alex can call outbound to them for follow-ups, and if you provision a phone number for Alex, they can also call Alex directly (Alex will recognize them and have full context)

💡 Important Distinction:

• Workspace Members can call Alex from the admin app or site app interface
• Anyone can call Alex if you provision a phone number for Alex - and if the caller is already in your contacts or project contacts, Alex will automatically recognize them and have full context about their role and project involvement

This guide covers inviting Workspace Members who need app access for Voice AI Construction Project Management.

Step 1: Access the 'Invite User' Feature

1.1 Navigate to 'Invite User'

In the 'Members' tab of your admin app, click the "Invite User" button:

Step 2: Fill Out the Member Form

2.1 Open the 'Invite User' Dialog

Clicking "Invite User" will open a dialog form where you can enter the new member's information:

2.2 Enter Member Details

Fill in the following information for your new workspace member:

Required Fields:

• Email Address: Their business email address (this will be their login)
• Role: Choose between:
  • Admin: Elevated access to admin app, including adding new members, setting up or deleting projects etc.
  • Member: Access to projects and calling Alex from both admin and site apps, but limited admin privileges

💡 Tip: Typically, construction project managers would be suitable for admin role. Start with Member roles for most team members. We can help you promote them to Admin later if needed - simply contact us. Members will have access to all app features except workspace administration.

Step 3: Send Invitation

3.1 Submit the Form

After filling out all required fields:

1. Review the information for accuracy
2. Click "Send Invite" to submit the form

3.2 Email Invitation Sent

The new member will receive an email invitation to join your Voice AI Construction Project Management workspace:

📧 Invitation Sent: The member will receive an email with a link to accept the invitation and set up their account for Voice AI Construction Project Management.

Step 4: Member Account Setup

4.1 Member Accepts Invitation

The invited member will:

1. Click the invitation link in their email
2. Be redirected to the account setup page

4.2 Set Password

The new member will switch to the sign-up view to create their account password:

Password Requirements:

• Must include lowercase and uppercase letters
• Must include numbers and special characters
• Minimum length requirements (8+ characters)

4.3 Password Set Successfully

After setting their password, they'll see a confirmation:

✅ Success: The member's account is now set up and ready to use for Voice AI Construction Project Management.

Step 5: Member Sign In

5.1 First Sign In

The new member can now sign into the admin or site app:

Sign In Process:

1. Use their email address (the one you invited)
2. Enter the password they just created
3. Click "Sign In" to access the Voice AI Construction Project Management workspace

Step 6: Verify Member Access

6.1 Check Member Status

After the member signs in, you'll see them in your workspace members list with calling enabled:

✅ Full Access Enabled: The new member automatically has access to all features in both the admin app and site app, including calling Alex, uploading photos/videos, and contributing to construction projects.

What Happens Next?

After adding a workspace member, here's what they can do:

1. Access Projects: View and contribute to all workspace projects
2. Call Alex: Make direct calls to Alex from both admin and site apps
3. Upload Media: Add site photos and videos through the site app
4. View Updates: Access site updates and project information
5. Team Collaboration: Work with other workspace members
6. Dual Interface Access: Use either the admin app (for office work) or site app (for on-site updates)

Managing Workspace Members

Role Management

• Enable/ Disable Calling: By default, a newly added member has calling enabled. Owners/ Admins have the ability to enable/ disable calling for workspace members.
• Remove Members: Remove access for members who leave the organization
• Permission Control: Admins have full control, Members have limited access

Best Practices

• Start Small: Begin with essential team members who need calling access
• Role Clarity: Clearly communicate what each role can and cannot do
• Regular Review: Periodically review member access and roles

Need Help?

• Support Team: Contact us at support@velora.ai
• Documentation: Review our Quick Start Guide for basic setup
• Site App: Learn what your workspace members can do, with the site app (./site-app.mdx)
• Add Contacts: Learn about Adding Contacts from your team, vendors and subcontractors.
• Setup Project Contacts: Learn about Setting Up Project team, by pulling from your common contacts.

Ready to expand your construction project management team? Add workspace members and watch your project collaboration and site documentation grow with Voice AI technology!

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This guide helps General Contractors, Subcontractors, and Construction Project Managers set up team collaboration using Voice AI Construction Project Management Assistant.