/ConstructFlow
Getting started

How ConstructFlow is organized

ConstructFlow is built around a single tenant — your Consultant Office. Everything else (clients, contractors, subcontractors, people, projects, permissions) lives under it. This page walks through the full flow so the system stops feeling messy.

01 · Tenant

One tenant = one Consultant Office

The consultant owns the system. Only the consultant can create organizations, invite people, start projects and grant authorities. Everyone else is a guest inside that tenant.

Consultant (you)

Super-admin of the tenant. Manages orgs, projects, roles and the ACL matrix.

Organizations

Clients, main contractors and their subcontractors. Each org has its own profile and people.

People

Members of an organization. They get access to projects via project membership.

02 · Structure

How things nest

Mental model — read it once and the rest of the app makes sense.

Consultant Office  (tenant — you)
│
├── Organizations
│   ├── Client            → has Client Reps
│   ├── Main Contractor   → has PM, QA/QC, Doc Controllers
│   │   └── Subcontractors (Electrical, HVAC, ELV, Civil…)
│   └── …
│
├── People                (belong to an organization)
│
└── Projects
    ├── 1 Client          (party)
    ├── 1 Main Contractor (party)
    ├── N Subcontractors  (parties)
    ├── Members           (people assigned with a project role)
    └── Authorities       (per-org ACL overrides)
03 · Flow

From zero to a running project

Six steps. Do them once per project.

  1. 01

    Create the client organization

    Add the project owner (e.g. Qatari Diar). Fill profile, CR number, address and primary contact.

    Organizations
  2. 02

    Add the main contractor

    Create the contractor org and its subcontractor children (Electrical, HVAC, etc.). Subs are nested under their contractor.

    Organizations
  3. 03

    Invite people

    Add people inside each organization (PM, reviewers, client reps, trade leads). They are not on any project yet.

    People directory
  4. 04

    Start a project

    Pick 1 client + 1 main contractor + the subs working on it. Assign a consultant lead. The project now exists.

    Projects
  5. 05

    Assign people to the project

    From the project's Team tab, pick which people from each org join, and give them a project role (can differ from their org default).

    Projects
  6. 06

    Tune authorities

    Open the project's Authorities tab and override per-org permissions where the default role template isn't enough.

    Projects
04 · Permissions

How access is resolved

Every action a person tries — view a submittal, approve an RFI, export a report — passes through the same 4-step resolver.

Step 1
Person override

Specific allow/deny on this person for this project. Highest priority.

Step 2
Org override

Authority set on the org for this project (Authorities tab).

Step 3
Role template

Default permissions for that role (editable in Settings → Roles).

Step 4
Deny by default

If nothing matched, the action is blocked.

Modules × Actions: 12 modules (Submittals, RFIs, NCRs, Drawings, Inspections, Documents, Reports, Punch List, Orgs, People, Projects, Settings) × 8 actions (view, create, edit, review, approve, close, export, delete).

05 · Roles

Default role templates

Start here. Override only when a specific org or person needs different access on a specific project.

Consultant PM
Full control across all modules.
Consultant Reviewer
View / review / approve. No deletes.
Main Contractor
Create & edit. Cannot approve.
Subcontractor
View + submit only on their trade.
Client
View + export. Read-only stakeholder.
Client Representative
View / review / export.
06 · Testing

Use the "Acting as" switcher

In the top header, swap between a consultant, a contractor PM, a client rep, etc. The whole UI re-evaluates — buttons disappear, tabs lock, exports hide. This is how you verify a role is correctly scoped before going live.

Try: switch to Faisal Al-Thani (Client) → the “New Submittal” button vanishes. Switch back to Ahmed Karim (Consultant PM) → you regain full control.
Ready?

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