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Adding Your Users and Controlling Access

Invite team members, assign roles, manage permissions, and control who can access what across your projects and financials in Structur.

Written by Support
Updated today

Overview

Effective team management and proper access control are essential for construction projects. Structur makes it easy to add team members, assign roles, control permissions, and collaborate across your organization while maintaining security and data integrity.

This guide shows you how to invite users, configure roles, and manage team access in Structur.


Why Users Management Matters

Security and Control

  • Limit access to sensitive financial data

  • Prevent unauthorized changes

  • Protect client information

Efficient Collaboration

  • Everyone sees what they need to see

  • No information overload

  • Clear responsibilities and ownership

Accountability

  • Track who did what and when

  • Audit trail for all changes

  • Clear project assignments


Accessing User Management

To manage your team:

  1. Click your profile picture in the top right

  2. Select Settings

  3. Click Users in the left sidebar

You'll see a list of all users in your organization.


Adding New Users

Invite a User

  1. Click New User

  2. Enter their first and last name

  3. Enter their email address

  4. Select their role (see roles below)

  5. If you want user to have access to Structur, enable the option Assign a license seat to this user

  6. Click Send Invite

The user will receive an email with instructions to create their account.


Assigning Users to Projects

Project-Level Assignments

When creating or editing a project:

  1. Open the project

  2. Go to Dashboard and then General

  3. Add team members to specific roles:

    • Sales Rep

    • Estimator

    • Project Manager

    • Superintendent


Managing Existing Users

Edit User Information

  1. Find the user in the user list

  2. Click on their name or the three-dot icon

  3. Update:

    • Hourly Rate

  4. Save changes

Change User Role

  1. Click on the user

  2. Select Edit

  3. Choose a new role from the dropdown

  4. Save changes

Note: Role changes take effect immediately. The user's access updates right away.

Deactivate or Remove Users

To remove a team member:

  1. Find the user in the list

  2. Click the three-dot menu or edit

  3. Select Deactivate User

  4. Confirm the action

Important Considerations:

  • Deactivated users lose access but their data remains

  • Removing users may affect billing

  • Historical data (daily logs, tasks created) stays in the system

  • Consider deactivating instead of deleting for data integrity


Best Practices for Team Management

Access Control

  1. Assign appropriate roles: Give users the minimum access needed for their job

  2. Review permissions regularly: Audit access quarterly

  3. Remove inactive users: Clean up accounts to manage costs and security

  4. Document role changes: Keep notes on why permissions changed

Onboarding

  1. Train new users: Ensure they understand their role and access

  2. Provide role-specific guidance: Create quick reference guides

  3. Start with limited access: Expand permissions as users prove competent

  4. Assign a mentor: Pair new users with experienced team members

Security

  1. Don't share login credentials: Each person gets their own account

  2. Deactivate promptly: Remove access for departed employees immediately

  3. Review admin access: Limit who has full admin rights

  4. Monitor activity: Check last active dates regularly


Billing Implications

Most plans charge per user or per seat:

What Counts:

  • Joined users count toward your subscription

  • Upgrading seats may change your plan cost

Managing Costs:

  • Remove inactive users

  • Use view-only for external stakeholders

  • Right-size roles (don't make everyone admin)

  • Review user list monthly

Check your plan details for exact billing rules.


Troubleshooting Common Issues

User Didn't Receive Invitation

Solutions:

  • Check spam/junk folders

  • Verify email address is correct

  • Resend the invitation

  • Try alternate email address

User Sees Features They Shouldn't

Fix:

  • Review their role assignment

  • Change role if needed

  • Check project-specific permissions

  • Contact support if issues persist

Can't Change Someone's Role

Possible Reasons:

  • Only admins can change roles

  • Can't demote the last admin

  • Billing restrictions on plan

  • User is account owner


Common Questions

Q: How many users can I add?
It depends on your plan. Check Settings > Billing for your user limit.

Q: Can I have multiple admins?
Yes. You can assign the Admin role to multiple users.

Q: What happens to a user's data when they're removed?
Their historical data (logs, tasks, comments) remains in the system for audit purposes.

Q: Can users change their own role?
No. Only admins can change user roles.

Q: How do I transfer ownership of items?
Contact support for assistance with transferring project ownership or assignments.

Q: Can deactivated users be reactivated?
Yes. You can reactivate a deactivated user at any time.


Common Mistakes to Avoid

❌ Don't

βœ… Do

Give everyone admin access "just in case"

Start with minimal permissions and expand as needed

Leave former employees with active accounts

Deactivate users immediately when they leave

Ignore the last active column

Review and clean up the user list quarterly

Forget to assign users to specific projects

Assign clear project roles and responsibilities

Share login credentials among team members

Ensure each person has their own account

Skip training on role-specific features

Provide role-appropriate training and documentation

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