When your RedTeam Go site is ready, you receive an email with your sign-in details and your site's URL. Bookmark the URL in your web browser for quick access. When you sign in for the first time, you land on your Global Dashboard. Your first task is to add your company's employees.
Add an employee
Step 1: Click your name in the top-right corner, then click Company Settings.
Step 2: Above the employee list, click +.
Step 3: In the Add Employee window, enter the employee's First Name, Last Name and Email/Username. First and last name are required; the email address is the employee's username. The other fields are optional but recommended.
Step 4: Under User Access, leave Provide this employee a login account? selected if the employee needs to sign in to RedTeam Go.
Step 5: At the bottom of the window, select the employee's role, then select any responsibilities. See Roles and Responsibilities below.
Step 6: Click Done.
The employee is added to the list on the Company Settings page.
Invite the employee to sign in
Step 1: On the Company Settings page, click the employee's name.
Step 2: Under User Access, click Send Invite to Unified Login.
The Unified Login? column in the employee list shows each employee's sign-in status:
Green check: Active. The employee has accepted the invite.
Orange: Invite Expired. Send the invite again.
Red: Not Invited.
Roles
The role is the employee's first level of access and relates to their role on a project. Every employee has one of these roles:
Role | What they do |
Laborer | The default role, with the lowest access and no approval authority. Enters time cards and field expenses, uses the mobile app, and can start RFIs and meetings. |
Superintendent | Runs the field. Can do everything a Laborer can, plus start submittals, run meetings and assign to-dos. Has no approval authority. Named as the Superintendent on the project's Project Information page. |
Project Manager | Can do everything a Superintendent can, plus update the schedule; submit and approve RFIs, submittals and expenses; and approve daily logs and meetings. Controls the flow of communication once the project is In Progress. Named as the Project Manager on the Project Information page. |
Accountant | Accepts owner bills (and can notarize them if also a Notary) and subcontractor bills. Enters and accepts expenses, field POs and employee time. Accepting sends the record to QuickBooks Online. |
Note: Laborer and Superintendent can't be combined with any other role. Project Manager and Accountant can be combined: select both for an employee who does both jobs.
Responsibilities
After the role, select any responsibilities the employee needs. You can select as many as apply.
Responsibility | What it allows |
Estimator | Creates new projects and runs bidding: the estimate, scope of work and proposal. Named as the Estimator on the Project Information page. |
Insurance Receiver | Updates subcontractors' general liability and workers' compensation insurance certificates. |
Executive | Sees the Global Dashboard for the whole company instead of only their own projects, and has access to high-level financial reports. |
Administrator | Manages employees, roles and responsibilities, and company settings under Administration, such as markups, cost codes, estimate templates and trade types. Keep this to a small group of senior staff. |
Notary | Enters their notary information and can notarize owner bills and subcontractor lien waivers electronically. |
Hourly Employee | Can enter time cards. Selected by default. Select it for salaried staff too if they should code time to cost codes for job costing. |
Limited View | Sees only the projects where they are listed on the Project Information page. |