Skip to main content

How do I add/remove/edit a user in my Buildxact account?

You can set up new users, delete users, or amend an existing user's details in your account.

Matt Govett avatar
Written by Matt Govett
Updated over 9 months ago

In this article you can follow the steps to add, remove or edit an existing user in your Buildxact account.

You will need to be an account owner in Buildxact to perform the following changes.

Add a user

  1. In Buildxact from the left-hand navigation menu click "My Business".

  2. Under Business Account click on "Users", this will show you how many licenses you have available.

  3. Click the green "+" button to add a new user.

  4. Fill in the new users details in the pop up that appears and click OK, they will be sent an email with their username, prompting them to create a password, which they can then use to log into Buildxact.

NOTE FOR BILLING: If you click the "add new user" button and there are no available user logins, you'll be prompted to pay for an additional license/seat. Please be aware that it will take up to 15 minutes for a new user seat to be available after payment.

Delete a user

  1. In Buildxact from the left-hand navigation menu click "My Business".

  2. Under Business Account click on "Users".

  3. Click the trash can to delete the user.

  4. A warning pop up will appear asking you to confirm the deletion. Click "Confirm"

    NOTE FOR BILLING: If you are paying for additional licenses/seats in Buildxact above the standard number that come with each subscription (1 for Entry, 2 for Pro, 4 for Teams) you will need to update your subscription to ensure you are not paying for a licenses/seat you are not currently using. Follow the below steps to remove any extra licenses/seats.

Remove a license/seat from your billing

The following steps would apply to users that have additional licenses/seats above the 4 licenses included in our Teams subscription.

  1. In Buildxact from the left-hand navigation menu click "My Business".

  2. Under Business Account click on "Subscription".

  3. Click on "Change/Modify Plan".

  4. Find your Current Plan and click "Modify". Use the minus button to match the number of users you want with the number of users you currently have.

  5. Click "Change" and approve any confirmations.

Update a user's details

  1. In Buildxact from the left-hand navigation menu click "My Business".

  2. Under Business Account click on "Users".

  3. Click the users email to open up their account details.

  4. A pop up will appear, amend any details and click "OK" when complete.

Did this answer your question?