Invite teammates
Invite teammates by email from your team settings, then add them to each project from its Team tab. Anyone can join during the free trial.
- Open the account menu (your profile picture in the header), then Settings, then All settings, and go to your team settings.
- Choose Invite by email and enter their work address.
- They get an email and join your account when they sign up.
Once someone is on the account, add them to a project from its Team tab. On an imported BuildingConnected project, a package lead who already has a Consight account becomes that package's assignee automatically.
Tip: During the 14-day free trial, any number of teammates can join. After you subscribe to Consight Pro for Solo Estimators, the plan covers one user, and inviting a teammate shows "Your Consight Pro plan covers one user" with a link to talk to sales. To add teammates, talk to sales about Consight Pro for Teams.
More in this section
Collaborate with your team
Collaborate in Consight by assigning bid packages to teammates, editing the same scope sheet together, and @mentioning people in comments to notify them.
Invite teammates
Invite teammates by email from your team settings, then add them to each project from its Team tab. Anyone can join during the free trial.
Who can do what
Consight roles: admins manage billing, integrations, and the team; members create packages and level bids; only estimators or admins soft award or delete bids.
Manage notifications and your to-do list
Your to-do list is on the home page, and the header bell alerts you when a package is assigned to you, Level Bids finishes, or someone mentions you.
Find key settings fast
Consight settings live in the account menu behind your profile picture: profile, theme, notifications, billing, and help. Apps sit in the header's app tray.
Still stuck after the steps? Email support@consight.ai.