section-ee6619d
Assigning pins to guest/email users
Guest users are different from project members. There are times when you may not want to invite people into your project, so this option is available for those use cases. When you select “Guest user” at the time of a pin creation, you are prompted to add an email address. When a guest user pin is sent, your project name, plan page, pin information, task location and comment are all sent via email to this person. The Guest User is also provided with a link that shows them the pin location on your plan page. When a Guest User replies to their email, their response and photo, (If they send one), is redirected into Buildster and appears normally for you in your app. You will not receive an email reply. If pin followers make comments, the guest user will receive emails so they can stay informed about the task. If a guest user has a Buildster account registered under the same email address you entered, then they will only see the information you send them in their app. Guest users will be added to your team but will be labeled as a guest user. They cannot use the messaging portal or see anyone other than owners or managers. Guest users can not send pins to you and they can not complete pins, so if you send a pin to a guest user you will need to manually archive it. If you want to make a Guest User a ‘Project Member’ then simply invite them the same way you would invite any project member. Remember, the email address you enter in the invite portal has to be the same. They will receive an invite and their status will be updated to ‘Project Member’ once they accept your invite.
- Open a project that you own or manage and tap on the blueprint page of your choice
- Pinch zoom to find the area on your plan where you want to drop a pin
- Tap and hold to drop the pin. You can reposition the pin after dropping it
- Tap ‘Select person’ to display the people in your list
- Select the orange ‘Guest User’ button at the top of your screen
- Enter the email address and a name, or tap the orange ‘contacts’ text to browse your devices contact list. Tap next
- Select others in the ‘Add Followers” column if you want others to follow this pin. Tap ‘Next’ at the bottom
- Add an optional ‘Location/unit/room description
- Enter a comment or description of the reminder/task
- Tap the ‘add’ button to add and annotate a photo if desired
- You can re-tap the ‘Assign to’ selection box if you need to edit your assignees’
- Tap ‘Create Pin’ and your pin is created
- Everyone who was selected receives a notification
- Open a project that you own or manage and click on the blueprint page of your choice
- Use the + - buttons to zoom in and find the area on your plan where you want to drop a pin
- Click on your plan to drop the pin. You can reposition the pin after dropping it
- Tap ‘Select person’ to display the people in your list
- Select the orange ‘Add Guest User’ button near the top of the pop up box
- Enter the email address and a name of the person you would like then click ‘next’
- Select others in the ‘Add Followers” column if you want others to follow this pin. Click ‘Continue’
- Add an optional ‘Location/unit/room description
- Enter a comment or description of the reminder/task
- Click the + button to attach a photo if desired
- You can re-click the ‘Assign to’ selection box if you need to edit your assignees’
- Click ‘Create Pin’ and your pin is created
- Everyone who was selected receives a notification