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How are users automatically added to the Project Team?

Users are added automatically when they perform meaningful actions such as adding an expense, creating a task, posting an update, or running an analysis.

FlipperForce assigns users to the Project Team based on their activity, recognizing when someone performs a meaningful action on a project and adding them without any manual setup. Your Project Team builds itself as real work happens.

Actions that add a user

Deal Analysis: manually adding a comp or running recommended comps, completing a Flip Analysis, completing a BRRRR Analysis, or loading a template in the Repair Estimator.

Project Management: loading a template in the Scheduler, creating a task list, creating a task, being assigned their first task, or assigning a task to someone else.

Accounting: adding an expense, adding income, or adding a receipt.

General project activity: posting a project update, adding a photo to the Photo Log, adding a project document, or creating a project Note.

Other notes

  • When a project is created, the user who created it is automatically added to the Project Team.

  • Users promoted to Team Admin are added to project access, but not automatically to the Project Team.

  • Users demoted from Team Admin to Team Member are removed from all Project Teams.

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