Users Flow Chart

This document provides a comprehensive visual representation of user flows and interactions in the 14Build platform, showing how different user types interact and collaborate on construction projects.

User Flow Overview

The 14Build platform supports three main user types that interact in a structured workflow:

Project Owner (Client) - Primary project initiators and controllers
In-House User - Team members with specific roles and permissions
Bidder - External contractors and service providers

Core User Flow Diagram

flowchart TD
    subgraph ProjectOwner ["Project Owner (Client)"]
        PO1[Create Projects] --> PO2[Invite In-House Users]
        PO2 --> PO3[Assign Roles & Permissions]
        PO1 --> PO4[Create RFPs/Tenders]
        PO4 --> PO5[Manage Bidding Process]
        PO5 --> PO6[Award Contracts]
        PO3 --> PO7[Manage Team Access]
    end

    subgraph InHouseUser ["In-House User"]
        IH1[Receive Invitation] --> IH2[Complete Registration]
        IH2 --> IH3[Access Assigned Projects]
        IH3 --> IH4[Perform Role-Based Tasks]
        IH4 --> IH5[Create SOQs]
        IH5 --> IH6[Manage Tenders]
        IH6 --> IH7[Track Project Progress]
    end

    subgraph Bidder ["Bidder (External User)"]
        B1[Browse Public Tenders] --> B2[Register Account]
        B2 --> B3[Submit Bids]
        B3 --> B4[Track Bid Status]
        B4 --> B5[Receive Contract Awards]
        B5 --> B6[Manage Own Projects]
    end

    %% Connections between user types
    PO2 --> IH1
    PO4 --> B1
    PO6 --> B5
    IH6 --> B3
    B6 --> PO1

Detailed User Interaction Flows

1. Project Owner Workflow

Project Creation and Team Setup:

flowchart LR
    A[Register as Project Owner] --> B[Create New Project]
    B --> C[Invite In-House Users]
    C --> D[Assign Roles & Permissions]
    D --> E[Configure Project Settings]
    E --> F[Launch Project]

Tender Management:

flowchart LR
    A[Create RFP] --> B[Set Tender Requirements]
    B --> C[Publish Tender]
    C --> D[Review Submitted Bids]
    D --> E[Evaluate Bidders]
    E --> F[Award Contract]

2. In-House User Workflow

User Onboarding:

flowchart LR
    A[Receive Email Invitation] --> B[Click Registration Link]
    B --> C[Complete Registration Form]
    C --> D[Set Password]
    D --> E[Access Platform]
    E --> F[View Assigned Projects]

Project Collaboration:

flowchart LR
    A[Access Project Dashboard] --> B[Review Assigned Tasks]
    B --> C[Create/Manage SOQs]
    C --> D[Handle Tender Management]
    D --> E[Track Project Progress]
    E --> F[Submit Reports]

3. Bidder Workflow

Tender Participation:

flowchart LR
    A[Browse Available Tenders] --> B[Register Account]
    B --> C[Complete Company Profile]
    C --> D[Submit Bid]
    D --> E[Track Bid Status]
    E --> F[Receive Award/Rejection]

Project Management (as Project Owner):

flowchart LR
    A[Create Own Projects] --> B[Invite Team Members]
    B --> C[Manage Project Execution]
    C --> D[Track Progress]
    D --> E[Handle Payments]

Permission and Access Flow

Role-Based Access Control:

flowchart TD
    subgraph Permissions ["Permission Levels"]
        P1[Full Access] --> P2[Project Owner]
        P3[Limited Access] --> P4[In-House User]
        P5[Public Access] --> P6[Bidder]
    end

    subgraph Features ["Platform Features"]
        F1[Project Creation] --> F2[User Management]
        F2 --> F3[Tender Management]
        F3 --> F4[Financial Control]
        F4 --> F5[Data Access]
    end

    P2 --> F1
    P2 --> F2
    P2 --> F3
    P2 --> F4
    P2 --> F5

    P4 --> F3
    P4 --> F5

    P6 --> F3

User Category Management Flow

Category Assignment and Filtering:

flowchart LR
    A[Create User Categories] --> B[Assign Users to Categories]
    B --> C[Filter Users by Category]
    C --> D[Targeted Invitations]
    D --> E[Category-Based Permissions]
    E --> F[Organized User Management]

Entity Management:

flowchart LR
    A[Create Entities/Companies] --> B[Assign Users to Entities]
    B --> C[Set Entity Permissions]
    C --> D[Manage Cross-Entity Access]
    D --> E[Entity-Based Reporting]

User Lifecycle Management

Complete User Journey:

flowchart TD
    A[User Invitation] --> B[Email Invitation Sent]
    B --> C[User Registration]
    C --> D[Account Activation]
    D --> E[Role Assignment]
    E --> F[Permission Configuration]
    F --> G[Active User]
    G --> H[Regular Access]
    H --> I[Permission Updates]
    I --> J[User Deactivation]

Integration Points

Cross-Platform Integration:

flowchart LR
    subgraph UserMgmt ["User Management"]
        UM1[User Profiles]
        UM2[Role Assignment]
        UM3[Permission Control]
    end

    subgraph ProjectMgmt ["Project Management"]
        PM1[Project Creation]
        PM2[Team Assignment]
        PM3[Progress Tracking]
    end

    subgraph TenderMgmt ["Tender Management"]
        TM1[RFP Creation]
        TM2[Bid Management]
        TM3[Contract Award]
    end

    subgraph FinancialMgmt ["Financial Management"]
        FM1[Budget Control]
        FM2[Payment Management]
        FM3[Financial Reporting]
    end

    UM2 --> PM2
    UM3 --> PM1
    UM3 --> TM1
    UM3 --> FM1
    PM2 --> TM2
    TM3 --> FM2

Key Interaction Points

1. Project Owner ↔ In-House User

Invitation Process: Project Owner invites In-House Users
Permission Assignment: Project Owner sets specific permissions
Project Access: In-House Users access assigned projects
Task Delegation: Project Owner delegates tasks to team members

2. Project Owner ↔ Bidder

Tender Publication: Project Owner publishes RFPs
Bid Submission: Bidders submit proposals
Contract Award: Project Owner awards contracts
Project Execution: Bidders execute awarded work

3. In-House User ↔ Bidder

Tender Management: In-House Users manage tender processes
Bid Evaluation: In-House Users evaluate submitted bids
Progress Monitoring: In-House Users monitor bidder progress
Quality Control: In-House Users ensure quality standards

Best Practices for User Flow Management

1. Clear Role Definition

Define specific roles and responsibilities for each user type
Establish clear permission boundaries
Document role expectations and limitations

2. Efficient Onboarding

Streamline the invitation and registration process
Provide clear guidance for new users
Set up appropriate permissions from the start

3. Regular Review and Updates

Periodically review user access and permissions
Update roles based on project needs
Maintain accurate user categorization

4. Security and Compliance

Implement proper access controls
Monitor user activity and access patterns
Ensure compliance with data protection requirements

Conclusion

The 14Build user flow system provides a structured approach to managing different user types and their interactions. By clearly defining user roles, permissions, and workflows, the platform ensures efficient collaboration while maintaining security and control.

Next Up: Learn about User Management Flows for detailed implementation guidance.