Add people to an application or consent

You can add people as participants to an application or consent to:

  • assign key roles in the process, such as agent, invoice payer, owner or owner contact

  • record a functional role in your building work, such as adding an architect, electrician or plumber

  • give them access to view, edit or manage the application, for example to upload required documents or to confirm information set on the application

When you add a person to an application with view or higher access levels and:

  • the person is an existing Objective Build user, the system notifies them they have been added to an application via the notification option set on their profile.

  • the person is not an Objective Build user, the system sends a notification by email. The person must register with Objective Build to access the application.

locked applications

When you submit an application, Objective Build locks the application to prevent change while the building consent authority (BCA) checks your application. In this case, you can change the key agent, invoice payer, owner contact or owner roles only when there is an active vetting request for information (RFI), as the system unlocks the application for editing during the vetting RFI process.

Once the application is lodged and accepted by the building consent authority (BCA), you can modify participants and roles as required.

To add people to an application or Consent and assign roles

  1. To add a participant:

    • On a draft application, select People and roles in the left navigation.

    • On a consent, select the project's Overview | People tab to open the People attached to the application list.

  2. Select Add other participants to open the Add a participant dialog.

    1. Select all the roles the participant plays in the project.

      Note:  If a role is a mandatory role that is already assigned to another participant, the system alerts you to the reassignment of a mandatory role and you must confirm the transition of the role to the new participant.

    2. Set the participant's access to the application.

      View

      Applicants are notified when added and can look at all content on an application including uploaded files.

      They cannot edit content or delete files or submit applications or RFI responses. They do not receive other application notifications.

      Edit

      Applicants are notified when added and can view all content including uploaded files. They can modify content, including modifying RFI responses. However they cannot submit applications or RFI responses.

      Manage

      Applicants are notified when added. They can view and modify all content. They can manage participants. They can submit applications and RFI responses.

      No access

      Use to include participant details in applications without inviting them.

      They cannot view the application or consent and do not receive any notifications.

      Note:  A minimum access level is required for the Agent, Registered owner and Additional owner roles, and so you cannot select a lower access level for participants with these roles.

    3. Select Contact details to continue.

  3. Add contact details for the participant:

    1. Use the Search for a person area to search for existing people in your Contact library or licensed building practitioners in the LBP Register.

      Select the source and then enter at least 3 haracters to start searching.

      Select a match from the search results and the system populates all available contact details, including license or qualifications, for the participant.

    2. Add or update contact details. Address defaults to be an address search. Select Enter address manually to add address details yourself.

    3. Select Owners group or License details to continue.

  4. Owners group is available only when you have assigned the Registered Owner role to the participant.

    Important note:  You must add details of all legal owners of the property on an application, as shown on the record of title.

    If there is more than one legal owner, you can either:

    • add each owner as a separate participant and give one the Registered Owner role and give the remainder the Additional owner role, or

    • use the Owners group step to enter a group of owners, listing the names of each owner separated by a comma. The primary contact for the group of owners is the person whose contact details you provide for the Registered Owner participant.

    Select License details to continue.

  5. Add trade license, qualification and registration details for the participant.

    If you populated contact details by searching the LBP Register, the participant's LBP license details are already displayed.

    Select Add a license, qualification or registration and select the license type. Some license types can be added once only.

  6. If the participant does not existing in your Contact library (matched on the email address), you can select Save this person to my Contact library to add the participant as your contact.

    If the participant's email address is in use on an existing contact in your Contact library and the participant's details differ from those of your contact, you can select Save changes to this contact in my Contact library.

  7. Select Finish to save your changes.