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The most common setup mistake in DirtView. Get this one right and you’ll avoid a week of confusion.

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The difference

Employees

People who log in. They have an account, a role, and they do work in DirtView — write RFIs, fill forms, approve tickets.Your own staff.

External Contacts

People you send things to. They’re a shared directory. No login, no role.The architect, the owner’s rep, suppliers, the GC’s PE.

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How to decide, every time

Ask one question: does this person need to log in and do work in DirtView?
  • Yes → Employee.
  • No, I just need to send them things and record that I did → External Contact.
When you’re not sure, make them an External Contact. Upgrading later is easy; you’re not paying for a seat they don’t use, and you haven’t given a login to somebody outside your company.

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What goes wrong

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Next

Add an employee

Pending Invite, Active, Inactive.

The six roles

Who to assign to whom.