Users are automatically added when they perform meaningful actions on a project such as adding an expense, creating a task, posting an update, or running an analysis.
FlipperForce intelligently assigns users to the Project Team based on their activity, automatically recognizing when someone performs a meaningful action on a project and adding them without any manual setup. This means your Project Team builds itself as real work happens, rather than requiring someone to remember to update it.
Here's a list of the meaningful actions that can trigger a user being added to the Project Team:
- Deal Analysis:
- Manually adds a comp or runs recommended comps.
- Completes a Flip Analyzes.
- Completes a BRRRR Analyzer.
- Loads a template in the Repair Estimator.
- Project Management:
- Loads a template in the Scheduler.
- Creates a task list.
- Creates a task.
- Is assigned to their first task.
- Assigns a task to someone else.
- Accounting:
- Adds an expense.
- Adds income, or adds a receipt.
- General Project Activity:
- Posts a project update.
- Adds a photo to the Photo Log.
- Adds a project document.
- Creates a project Note.
Other Notes:
- When a project is first created, the user who created the project is automatically added to the Project Team.
- Users who are promoted to Team Admin are added to project access, but not automatically to the Project Team.
- Users who are demoted from Team Admin to Team Member are removed from all Project Teams.
