Organization profile

What is on the Organization screen

The Organization screen is built from cards, from top to bottom. Which cards you see depends on your permissions. The table below lists every part of the screen and who sees it.

1. The Edit button opens the Edit organization dialog. Only the company owner can save in it.
2. The Organization card shows the logo, name, Email, UIC and Phone of the company.
3. The Subscription and payments card shows the current plan; Change plan opens the plan picker.
4. The Storage card shows used space and the Expand storage button.
5. The BORO credits card shows the balance and the Top up credits button.

Confirming the company e-mail

When a company is created, BuildColab sends a confirmation e-mail to the company e-mail address. Until someone opens the link in that e-mail, the Organization screen shows the yellow banner "The organization's email is not verified" (Имейлът на организацията не е потвърден) with the text "Some features may be limited until you verify the email." You can use the company normally meanwhile, but you cannot activate a paid plan until the e-mail is confirmed.

How to resend the confirmation e-mail

1. Open Admin (Админ) → Organization (Организация).
2. In the yellow banner, click Resend email (Изпрати отново имейл). The toast "Sending verification email..." appears, then "The verification email has been sent. Please check your inbox."
3. Open the mailbox of the company e-mail address (not your personal one). The e-mail is titled "Confirm your organization's email for BuildColab" and is written in the language of the person who requested it (the language of their browser request, else their profile language).
4. Click Confirm the organization's email in the e-mail. BuildColab opens a page with "Verification successful!" and a Continue button.

Company data and logo

The Organization card shows the company logo (or its initials when there is no logo), the company name, Email (Имейл), UIC (ЕИК) and Phone (Телефон). A dash shows a field that is empty. The Edit (Редактирай) button is visible to every member, but only the company owner can save changes; for everyone else the dialog opens read-only and Save is disabled.

How to edit the company profile

1. On the Organization screen, click Edit (Редактирай) in the page header. The Edit organization (Редакция на организацията) dialog opens.
2. To change the logo, click the avatar at the top and choose a PNG or JPG image of up to 2 MB. The preview appears at once; the image is uploaded only when you save.
3. Change Organization name (Име на организация), UIC (ЕИК) or Phone (Телефон) as needed.
4. Click Save (Запази). The toast "You successfully updated company {name}" confirms the change and the dialog closes. Cancel (Отказ) closes without saving.

1. Click the logo to choose a new image (PNG or JPG, up to 2 MB).
2. Organization name is required and must be 2 to 50 characters.
3. Email is always read-only.
4. UIC is free text.
5. Phone is formatted as a Bulgarian number while you type.
6. Save stores the changes; it is enabled only for the company owner.

If the logo upload fails, the toast "Upload failed" (Неуспешно качване) appears, but the text changes are already saved; open Edit again and choose the image once more.

You can open the same company data from anywhere: click the organization switcher at the top of the sidebar and then the cog next to the company. The Organization details (Данни за организацията) dialog has the same fields, an Update (Обнови) button for the owner, and a red Leave company (Напусни компанията) button for members who want to leave. See Members, invitations and licences.

Subscription and payments card

The Subscription and payments (Абонамент и плащания) card shows the company's current plan and a Change plan (Промени плана) button that opens the plan picker. You see this card only if your role has Members (Членове) at View level or higher. If the company e-mail is not confirmed, clicking Change plan shows "Confirm your email first" (Първо потвърдете имейла си) with a Resend email button instead of the picker. Invoices, payment details and add-ons are on the Subscription (Абонамент) screen, which every member can open. See Subscription, plans and billing.

Storage and BORO credits cards

Two cards sit side by side and are visible to every member. They show the live state of the company.

• Storage (Съхранение): Storage used (Използвано пространство) as "{used} / {quota}" and a percentage, a progress bar (blue below 90 %, warning color from 90 %, red at 100 %), any Add-on packages (Допълнителни пакети) you bought, and a breakdown with the columns Project (Проект), Used (Използвано) and Files (Файлове). The first row, Company files (Фирмени файлове), is the company's own file manager. Expand storage (Увеличи пространството) opens the storage add-on dialog.
• BORO credits (BORO кредити): the Balance (Баланс), a bar with the included monthly credits still left ("{remaining} / {total} included"), the last six Credit transactions (Движение на кредитите), and Top up credits (Зареди кредити).

Storage add-ons are explained in Subscription, plans and billing; credits in Credits (BORO, file processing).

3D/CAD file processing setting

The 3D/CAD file processing (Обработка на 3D/CAD файлове) card has one switch, Process 3D/CAD files automatically (Автоматична обработка на 3D/CAD файлове). When it is on, every 3D/CAD model uploaded to the company's file managers (Revit, IFC, DWG and others) is processed for browser viewing right away, and each processing costs credits; if the balance runs short, the file stays unprocessed. When it is off (the default), BuildColab asks before every processing and shows the price first. You see the card only with File manager (Файлов мениджър) at Edit level. The toast "Setting saved." confirms the change. Files uploaded by BORO or by connected AI tools are never processed automatically. See 3D/BIM models and processing credits.

Members and Sent invitations cards

1. The Process 3D/CAD files automatically switch turns automatic processing on or off.
2. View all on the Members card opens the Employees screen.
3. The Members card lists every member by name and initials.
4. View invites opens the Sent invitations screen.

• Members (Членове) lists every member of the company by initials and name. It has no click actions. View all (Виж всички) opens the Employees (Служители) screen. Without the Members permission the card stays empty and View all shows the message "You do not have permission to access this feature. Contact an administrator."
• Sent invitations (Изпратени покани) shows the full invitation table: Date sent, Email, Role, Status (Sent, Accepted or Declined) and the Resend (Изпрати отново) button, which works only for invitations still in Sent status. View invites (Разгледай поканите) opens the full Sent invitations screen. When nothing was sent, the card says "No invitations sent".

The invitation flow is described in Members, invitations and licences.

Archived projects

The Archived projects (Архивирани проекти) card lists the company's archived projects with the columns Project (Проект; the name links to the project), Client (Възложител), Status (Статус; the project phase) and Restore (Възстановяване). When there are none, it says "No archived projects" (Няма архивирани проекти).

How to restore an archived project

1. On the Organization screen, find the project in Archived projects.
2. Click the restore button in the Restore column. A loader covers the screen while the project is restored.
3. BuildColab takes you to the project list, where the project is active again.

Restoring needs the Projects (Проекти) permission at Edit level; without it the button shows the missing-permission message. How to archive a project is explained in Project list and creating a project.

Contracting schedule — default lead times

The Contracting schedule — default lead times (График на договаряне — срокове по подразбиране) section sets how many working days each step of a new contracting package gets by default, in every project of the company. The contracting schedule counts backwards from the date a trade must start on site, so these durations decide when each offer request has to go out. The hint under the title reads: "Working days for each step. The company-wide row applies to every package; a category row replaces it for packages of that category. An empty cell inherits the value shown in grey."

1. The Restore column of the Archived projects card; each archived project has its restore button here (the demo company has none).
2. The step columns hold working days ("w.d."); a grey value is inherited.
3. The Whole company row applies to every package that has no category row.
4. Add a category adds a row that overrides the company row for one category.

How to set default lead times

1. On the Organization screen, scroll to Contracting schedule — default lead times.
2. Enter working days in the Whole company (За цялата фирма) row. Leave a cell empty to keep the BuildColab default shown in grey.
3. To use different durations for one kind of work, click Add a category (Добави категория), type the category name and fill in only the cells that differ. Empty cells inherit the company row.
4. To drop a category row, click Remove the row (Премахни реда).
5. Click Save (Запази) in the section header. Cancel (Отказ) discards the changes.

After a successful save the toast "The default lead times were saved." (Сроковете по подразбиране са записани.) appears. Save is active only when you changed something and every row is valid; Cancel appears only after a change.

Common questions

Related

• Company administration
• Members, invitations and licences
• Subscription, plans and billing
• Credits (BORO, file processing)
• Create or join a company