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I got invited to join INGENIOUS and collaborate on a Project
I got invited to join INGENIOUS and collaborate on a Project

Getting started with collaborating on INGENIOUS.BUILD

JD Williams avatar
Written by JD Williams
Updated over a week ago

Welcome to INGENIOUS.BUILD! You have received an invitation from your client, consultant, or trade partner to join INGENIOUS.BUILD to collaborate on a project. To get started, you will create your account and a workspace for your company. Keep reading for some tips on how to get started!

Are you a bidder joining INGENIOUS to respond to an RFP? If so, check out this link for step-by-step instructions.

Registration

  1. You will receive the invitation to join via email (the exact language may differ slightly depending on what area of the platform you were invited from):

2. Click Accept Invitation to go through the registration process. Within the web page that appears, click the Continue button.

3. Enter your name and password, and agree to the Terms and Conditions.

4. If there are other members of your team who will be working with you on this project, invite them now during registration. You can also choose Skip and invite them later.

5. Enter your workspace/company information and click Continue.

6. Your workspace will be configured. This can take up to a minute; please do not refresh the screen or click the back button.

7. Congratulations! πŸŽ‰ Your workspace has been created. You will land in the project or item you were invited from.

8. Use our Help Center or chat with our customer success team by clicking the chat icon in the lower right corner of the screen. We are here to help!
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Helpful Hints

Here are a few helpful hints while you are getting started:

  1. We recommend using Google Chrome and bookmarking auth.ingenious.build/login for quick access to your workspace.

  2. Add us to your contacts to make sure you receive all emails and notifications from INGENIOUS.BUILD moving forward. The emails will come from postmaster@mail.ingenious.build.

  3. Because you are creating your Workspace for your Company, by default, your Account type will be an Administrator. This means you will have access to all the features and modules within your workspace. You will also be able to invite others from your company to join your workspace and set their permission level. For help inviting your internal team members, click here.

  4. Main Dashboard - When you log into your workspace, you will land on the Main Dashboard. Click Projects > Projects or See All in the Recent Projects tab to view all of your projects in your workspace.

  5. Notifications - Use the Notifications Center to view notifications related to the project.

  6. If you were invited from a Contract - From the Contract, click Start Project to unlock the ability to submit Change Orders, Invoices, and more!

You're now ready to collaborate on INGENIOUS. Questions? You can reach our Customer Support team by clicking on the 'Chat' icon in the bottom right corner. Don't be shy, drop us a πŸ‘‹ hey, and let us know what you think!

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