← All articles
Help

Getting started

Sign up, create your workspace, invite your team — 5 minutes end to end.

1. Visit /register and create an account with your email + password.

2. The /onboarding step picks your workspace name. Pro plan is free for the first 14 days, no card required.

3. Add your first project. Projects are the parent of every task, snag, RFI, invoice, document — everything else.

4. Invite teammates from Settings → Workspace → Invite. They get an email link that expires in 7 days.

5. Each invite sets workspace access plus a construction persona. See "Team roles" below.

Need more help? Email support@cortexbuildpro.com