🔷 Some settings are only accessible with Administrator level accounts for privacy and security reasons. If you cannot view the full suite of settings, contact your inBuild administrator for changes.
General Settings
To find your company settings you can click on your name in the top right corner and select settings ⚙️.
Company Settings 🔷
View and edit your company's contact information. Here you can add a company profile picture and adjust the following details that will be featured on exported pay applications and internal invoices:
Name
Address
Email
Website
Phone
Employer Identification Number
Profile Settings
Change your account details and reset your password.
Here you can make changes to the following details of your personal inBuild account:
Username
First Name
Last Name
Email
Password
Two-Factor Authentication (Coming Soon)
Users 🔷
Add team members and choose which projects they manage.
Here you can make the following changes to user accounts within your company:
Add new users
Remove existing users
Update permissions and roles within inBuild
Adjust user profile settings: First Name, Last Name, Email
Assign specific projects
Setup Settings
Payment Methods 🔷
Manage company credit cards and bank accounts. Add new payment methods or edit existing ones.
Email Forwarding 🔷
Configure all email accounts and forwarding into inBuild. Connect to your Gmail account via OAuth so your data is connected and store securely and safely.
Subscription and Billing 🔷
Manage or upgrade to a different subscription tier. Configure payment details for your inBuild subscription. Only applicable to enterprise-level customers.
Construction Settings
Projects
Create new projects, update existing jobs, and search through your job list. To add a new project click the "Add Project" button in the upper right-hand corner. If you are looking for a specific project and it is not showing, make sure to select the "Show Inactive" button, this will reveal any projects that have finished and been given the "Inactive" status. To edit a specific project, click the edit button next to that project entry in the project list.
Each job can have the following details edited:
Project Name
Billing Due Date
Billing Frequency
Project Status
Add Billing Period - Start and End Date
Adjust Current Billing Periods - Status and Dates
Vendors
Add or change your subcontractors and suppliers information. Click on any existing entry to make edits, or click the "Add Vendor" button in the upper right-hand corner to add a new entry.
The following details can be added or edited for vendor profiles:
Name
Address
Phone
Email
Sage ID
Cost Type
Account Sub Type
Cost Codes 🔷
Set up company cost code structures. Add, edit, and search through company cost codes. To add a new code, click the "Add Cost Code" button in the upper right-hand corner of the screen.
Cost codes have the following editable fields:
Code
Description
Parent - For layering and divisions within the project budgets
Expense Account
Income Account
External Reference