To add parties, select „Parties“ from
the menu and click on the „+Add a party“ button. Upon creating a new party,
you must first name the party. Because a single party may include multiple
users, it is good to name the party as a term that brings together these users,
e.g. the name of the company. Each party can also be set as a
subcontractor or a client. This option allows you to specify contract terms of the
party and use Bauhub’s.
Next, you can add users to your party. Enter the e-mail address of the user you want to add in the
field and, select a predefined role (e.g. "Partner") and press „Add“. User e-mail is added to the list of users, where you can see user rights — none, read, write, admin — for each of the functionalities: drawings, documents, requisitions,
clicking on each of the respective rights, it is possible to further specify
the set of user rights.
Also, each user record shows his/her access to taks (or workboards). Upon adding users, it shows the number of accesses as of "0/0". This indicates that no workboards have been accessed yet. You can assign workboards in the last step of the setup (read below for more details).
NB! There is no need to add project
administrators as users of a party, as they have access to the entire project. Project
administrators are also listed separately.
The next step is to determine which
folders of drawings and documents will be visible to users of that party. Click on „Select Drawings“ / „Select Documents“ button and a modal will open showing the structure of drawings or documents. If there are
subfolders under main folders, you can open them by clicking the triangle icon
and displaying the complete structure. Check all the checkboxes in front of the folders you'd like to grant access to.
Lastly, you can choose whether to grant this party (and therefore its users) with any access to workboards. You can now create a totally new workboard for this very party. Or, you can also assign other previously created workboards for the party to let them access other workboards as well.
When you select a workboard for the party, then by default each and every user of this party will gain access. But if you want to cherry-pick users, you can now also click on the "Task" column cells of each user and remove workboards from that very given user one-by-one.
Once you've completed the setup, hit "Save" to finalise the party which also triggers user invites for those added to the party. If you want to change settings of an existing party, open
„Parties" from the menu and press „Edit" next to the desired party.
To remove an existing user, hover over
the user item and click on the red trashcan icon next to
the username. If you want to delete the whole party, find the corresponding
button on the same line with the party name.
When you add new folders, it might happen that you'd like to give existing users rights to see or edit them as well. For that, there are two options.
Firstly, choose "Parties" from the menu and click „Edit“ next to the party to whom you'd like to add new rights .
Under the section named „Access“, click on either drawings or documents
(depending where the new folder is located), locate your new folder and check the checkbox in front of it.
Secondly, you can give the access directly from the folder. You can find an eye-icon next to the breadcrumbs and add rights to a party directly from the modal view.
Each project contains a registry of user which can be accessed from the left hand-side menu under "Contacts". The
contact list is visible to all users with the exact same content.
NB! Adding new people to contacts
doesn’t add a new party to the project! Information about adding a new party to
the project can be found here.
By default, the contact list displays
all users of the project, including both administrators and other parties. The
contact list shows the information for each user that the user itself has entered upon registration and/or filled out on its profile page.
If needed, each entry can be removed. For example, if the project also lists company’s management personnel as administrators, but their contacts are not recommended for
public display. To remove a contact, hover over the
corresponding contact and a red trashcan icon will appear at the end of the line.
You can also add new contacts to the
list. For example, if you want to display contact information of the night guard, but there is
no good reason to add him as an actual Bauhub user (he is most likely not going to view drawings or set tasks). To do this, click „+Add new contact“ button at the
top of the contact list.
administrators can change the position, company and phone number fields for each users
contact entry. This feature comes handy if the user has not completed his/her profile, but his/her contacts are important to the rest of the team.
Company administrators have total control over company's projects and its users. Also, they can create new
projects, pre-define folder structures and parties.
Company administrators can be managed by other company administrators. If your company doesn’t have an account manager yet, then
contact us email@example.com.
To add a company administrator, open the first page where you can see the list of your other projects, click on "settings" and then click on "Users". To add a new
company administrator, click on „+Add administrator“. Insert the e-mail address of the new administrator and check the boxes if the new company administrator should also become only the account manager or will he/she be added to each project created in the future as well.
Removing a user from each and every project of your company — e.g. an employee leaves your company — can be done by company administrators.
Open the list of projects on the front page, click „Settings“ in the upper right corner and choose „Users“ icon. Scroll down to "Project users" list, find the users and click on the trash can icon down the line.
NB! It is important to note that this
removes all pending file approvals, signing invitations and assigns you all of the tasks that were previously assigned to the user.
You can reset your password by sending a renewal link to your email. Go to app.bauhub.ee, click on the link “Forgot password” and insert your email address (the one you’ve been using with Bauhub). Bauhub will send you personal email with password reset instructions.
Project administrators can change the security level of each project to control which authentication method has to be used by users to access the project. In case the project holds a higher security level than "password only", then each user has to make sure he/she has set up higher authentication levels.
Start off by logging into Bauhub with your password and open your profile settings from the upper right corner and you can find a content block labelled "Personification".
Two-factor authentication setup Firstly, click on "Check/Change" next to the phone label. Enter your phonenumber and click "Submit". Enter the control code received with SMS and click on "Confirm". Once you've successfully confirmed your phone number, you can check the checkbox next to "Two factor authentication (SMS)". NB! Once you've checked the two factor authentication, you will receive a confirmation SMS each time you log into Bauhub with password.
Smart-ID, Mobile-ID or ID-card authentication setup First, select which method you want use to set up the eID authentication. Each selection brings up a modal view where you need to fill out required fields and then hit "Identify". Once you've identified yourself with any of the eID method, you can sign into Bauhub using any one of the methods as your personal code is linked throughout each method.
NB! Regardless of projects settings, each user can always log into Bauhub with only his/her password but restrictions regarding authentication can arise when the user tries to enter given projects that hold higher security levels. This action prompts a notification from which the user can also navigate to setup further authentication methods.
The data entered while creating a user account can always be changed. To do this, log in to the service and from the top row in the menu, find the icon with your user initials. If your profile information is not filled in you will see a small exclamation point next to the initials. Click on the initials and click on "My profile".
Under the user profile you can choose your interface language, change your name, position, company and telephone. This information is also displayed in the project contact list. In addition, you can check what Bauhub related emails will be sent to you.
Based on the
project, each Bauhub user can determine which e-mail notifications will be sent
to him. Bauhub will send you a daily overview, workboard emails, signing
and confirmation emails and other e-mails that include messageboard texts.
As to the daily
overview, you can specify which folders are included for the daily e-mail. Also, you can opt-out of other project information — tasks and pending signing requests. You can also adjust what time your daily overview is sent to you.
As to e-mails regarding tasks, you will receive an e-mail each time a comment is added to the task or if there is a status updated on task. You can again adjust it for each of your project and select only those workboards that you are truly interested in.
Signing requests and other e-mails can be turned off per project.
If you have set the party as either a "Subcontractor" or a "Client" (read more about it over here) you can also manage its contract details and create acts. Although there are minor differences between their contracts, they have pretty much the same structure.
First, you will find the option to add
contacts in your contract, which is a good basis for noting the contacts that
are specific to your contract (which may differ from your actual users of the project).
Secondly, you can enter the contract number and the type of contract (e.g. concrete, roofing etc).
Next, you can specify the names,
registry codes and addresses of both parties to the contract. The values of
these fields are also automatically transferred toacts.
Moving forward, you can enter each and every work from you budget that is assigned to the party. Also, this is the information that is carried along to your acts and used as basis for them.
To finish it off, you can fill out other contract details and attach any necessary files. You can also insert additional works if these come up later on.
default, all project administrators can view and modify the contract. To ensure
that other users can
view or modify the contract, project administrators should assign appropriate rights to users.
If you are looking to split the works of a subcontractor/client into tens or hundreds of separate records, you can insert them from your Excel file with copy-paste method.
For that, you would need a pre-filled Excel spreadsheet with matching values from Bauhub : code, work, volume, unit, unit price (code is optional). To make it even better, matching names of the header would be even perfect. Simply select and copy rows from your spreadsheet and paste them under works (or extra works) section in Bauhub. This brings up a modal view where you can edit each cell and by clicking on the header cells, you can also rearrange the order of columns if needed.
In case you've set a party as a subcontractor or a client and once you've listed its works under the contract, you can also create and submit acts with the party.
To create a new act, select „Parties“ and on the correct
subcontractor/client line click on „Acts“. The following view shows all acts
already created and to add a new act,
select „+Add new act“.
Each act you create sums up values from previous
acts to ensure consistency (on ad hoc principle). Stemming from this principle, you can only delete the last act to ensures a gradual subtracting. Basically, Bauhub helps you ensure that you one can not alter or mathematically manipulate how acts are generated without deleting the newest act.
act is also converted into a PDF file that can be viewed and downloaded in
Bauhub, the corresponding button is in the header of the act as well as in the
list of acts.
default, all project administrators can create acts. In order to allow the user
of the subcontractor or client to create acts themselves and submit them for
signing (thereby reducing the time spent by the main contractor), one should assign given rights to each and every user. To do this, open the „Parties“ menu and click „Edit“
from the respective party. Users of this party are able to see the permissions
for each sub-functionality. From there, assign „read“ or „admin“ rights for each user if needed.
Each act displays those works that are inserted under the contract of the given party. As most of the values are mathematically calculated, one only need to fill out the column of "Certified this period". Additionally, one can edit fields presented in the header of the act (act number, date and period), deduct advanced payments, deposits and fill out singing users in the bottom of the act.
Bauhub offers act submission functionality which enables to first debate on the act before moving on to actually signing it.
Start off by selecting „Parties“ from the left menu and
click on „Acts" of a respective party. Choose the specific act you want to submit for approval. Once you've opened the act, locate the
„Submit“ button at the top. Clicking this will open a modal where you can write a message and select to whom you'd like to submit the act for reviewing.
Notifications regarding the approval process will be sent to the party by e-mail and within Bauhub. Reviewing parties can edit values of the act and leave comments for further information.