Create or join a company

The company selection screen

The company selection screen (/companies) opens after sign-in when you have no selected company, after you leave a company, and whenever you open a page that needs a company while none is selected. It has two states:

Your selected company is saved on your profile, so BuildColab opens the same company the next time you sign in, on any device. Some pages work without a selected company: your profile, the invitations page and the legal acceptance page.

How to create a company

1. On the company selection screen click Create company (Създай компания). If you already belong to a company, click the Organization chip at the top of the sidebar and choose Create a new organization (Създаване на нова организация) at the bottom of the menu.
2. In the Create a new organization dialog fill in the fields below.
3. Click Save (Запази). Cancel (Отказ) closes the dialog without creating anything.
4. A Confirmation (Потвърждение) dialog says "The verification email has been sent. Please check your inbox." (Имейлът за потвърждение беше изпратен. Моля, проверете своята поща.). Click Closing (Затваряне).
5. BuildColab selects the new company and opens its (empty) project list.

There is no logo upload in the create dialog. Add the logo afterwards in the Organization details dialog or on Admin → Organization.

What BuildColab sets up when you click Save:

• The company starts on the Free plan (BASIC - free). You can choose a paid plan later in Admin → Subscription (Абонамент).
• You become an employee with the Company owner (Собственик на компанията) role, which has every permission and a seat.
• The company gets a copy of the default roles: Manager (Мениджър), Technical supervisor (Технически ръководител), Project supervisor (Ръководител проект) and Offeror (Оферент). You can edit them or add your own; see Roles.
• The company's file storage is created, ready for the file manager.
• A confirmation e-mail goes to the company e-mail address (see the next section).

1. The Organization name field (required, 2–50 characters).
2. The UIC field for the company's registration number (optional).
3. The Email field for the company's contact e-mail (required, cannot be changed later in the app).
4. The Phone field (optional, Bulgarian format).
5. The Save button that creates the company and sends the confirmation e-mail.

Confirming the company e-mail

When you create a company, BuildColab sends an e-mail with the subject "Confirm your organization's email for BuildColab" (or "Потвърдете имейла на организацията си в BuildColab", in the language of the person who triggered it) to the company e-mail address. It contains the button Confirm the organization's email (Потвърди имейла на организацията). The link is valid for 48 hours and does not require signing in.

• Opening the link shows "Verification successful!" (Успешно потвърждаване!) or "Verification failed" (Неуспешно потвърждаване) and a Continue (Продължи) button that opens the company's projects. Opening it again on an already confirmed company still shows success.
• You can use the company straight away; you do not have to wait for the confirmation.
• Until the e-mail is confirmed, Admin → Organization shows the warning "The organization's email is not verified" (Имейлът на организацията не е потвърден) with a Resend email (Изпрати отново имейл) button, and the company cannot activate a paid plan: checkout asks you to "Confirm your email first" (Първо потвърдете имейла си).

This confirms the company's contact address. It is separate from confirming your personal login e-mail.

How to join a company by invitation

A company administrator invites you by e-mail address and chooses the role you will have (see Members, invitations and licences). You receive an e-mail with the subject "Invitation to join {company} on BuildColab" (Покана да се присъедините към {company} в BuildColab). It is in the language saved in your BuildColab profile if you already have an account, otherwise in the inviter's language. It links to the sign-in page and explains what to do: if you have an account, sign in and open the invitations; if not, register with exactly this e-mail address and the invitation will be waiting. The e-mail states that the invitation is valid for 7 days, so answer it promptly.

1. Sign in (or register and confirm your e-mail first). Invitations are matched to your confirmed e-mail address; an unconfirmed account sees no invitations.
2. Open the Invites from organizations (Покани от организации) page in one of these ways: the Invites button on the company selection screen; the Organization chip in the sidebar → INVITES (ПОКАНИ); or the avatar menu → My profile → View invites (Разгледай поканите).
3. Find the invitation with the status Pending (В изчакване) and click Accept invite (Приеми поканата).
4. The Confirm acceptance (Потвърдете приемане) dialog asks whether you want to join the company with the named role. Click Confirm acceptance (Потвърди приемане). Keep invite (Запази покана) closes the dialog and leaves the invitation pending.
5. The dialog shows "Accepted successfully" (Успешно приемане). Click Close (Затвори). The company becomes your selected company.

When you accept, you become an employee of the company with the invited role, and BuildColab tries to give you a licence seat: a free purchased seat first, otherwise one of the plan's included seats. If the company has no free seat, you still join, but without a licence; until an administrator assigns you a seat you can use only the features of the Free plan. See Members, invitations and licences.

Some invitations come together with an offer request: a contractor invited your e-mail to answer a request and BuildColab created the company invitation for you. Accepting such an invitation also records the two companies as partners and takes you straight to the offer request, so you can answer it. See Incoming offer requests (subcontractor side).

How to decline an invitation

1. On the Invites from organizations page click Decline (Откажи) on the pending invitation.
2. The Confirm decline (Потвърдете отказ) dialog warns that the sender will need to send a new invitation if you want to join later. Click Confirm decline (Потвърди отказ), or Keep invite to cancel.

The invitations page

1. The Company column shows who invited you.
2. The Role column shows the role you will receive.
3. The Status column shows Pending, Accepted or Declined.
4. The Actions column holds the Decline and Accept invite buttons of a pending invitation.

How to switch between companies

1. Click the Organization (Организация) chip at the top of the sidebar. It shows the selected company's logo or initials and name.
2. In the list, click the company you want. The selected one has a check mark.
3. BuildColab saves the choice on your profile and opens that company's project list.

If the current page has unsaved changes, BuildColab asks before switching. Notifications, the calendar, BORO and the project list always show the selected company only. Inside a project, the company list is in the flyout that opens when you hover over or click the company name at the top of the sidebar; see The interface: sidebar, top bar, switching. You can also switch from My profile → Organizations (Организации): each card shows the company and up to five of its projects, and clicking it selects the company.

1. The Organization chip with the selected company.
2. The list of your companies; the selected one is highlighted.
3. The settings (cog) icon next to a company opens its Organization details.
4. INVITES (ПОКАНИ) opens your received invitations.
5. Create a new organization opens the create dialog.

The Organization details dialog

Click the cog next to a company in the Organization menu to open Organization details (Данни за организацията).

The same company data, plus more settings, is on Admin → Organization; see Organization profile.

How to leave a company

1. Click the Organization chip and the cog next to the company.
2. In Organization details click Leave company (Напусни компанията).

The Company owner cannot leave: the attempt shows "The company owner cannot leave" (Собственикът на компанията не може да напусне). The owner must first hand the company to another member with Transfer role on Admin → Employees; see Members, invitations and licences.

Common questions

Related

• Members, invitations and licences
• Organization profile
• Subscription, plans and billing
• Create an account and sign in