Signup and first login checklist

This guide breaks down every click from invite email to your first successful project action so a new teammate can onboard without guessing.

Confirm invite email and account identity

Use the same email address from the invite to avoid creating a second account that has no access. If you already created the wrong account, ask an admin to resend the invite and use a private browser window to avoid session conflicts.

Verify role and project access before work starts

After login, open Home and Workspace. If projects are missing, ask a manager to add you to the project membership list before your first task assignment.

Prerequisites

• Confirm you can access the project and the page referenced in this workflow.
• Collect any drawing references, due dates, and ownership details before you start.

Expected outcome

By the end of this workflow, your team has one visible, repeatable process and cleaner handovers.

Common mistakes and prevention

• ✓

  Mistake 1: Skipping context fields (owner, due date, status notes), which makes follow-up harder.

• ✓

  Mistake 2: Treating chat updates as source of truth instead of recording the update in Beech.

Troubleshooting checklist

1. 1
   Troubleshooting step 1

   If a control is missing, verify your role has permission for the action.

2. 2
   Troubleshooting step 2

   If results look wrong, check filters and refresh to confirm latest synced data.