1. Sign in for the first time
TruBuild uses passwordless sign-in. There is no password to create, share, or rotate.Open TruBuild
Go to app.trubuild.io. Enter your corporate email in the Email address field and click Continue.
Check your inbox
TruBuild emails you a sign-in link. Open it within 10 minutes; after that it expires and you need a fresh one.
If your organization enforces single sign-on, the login page sends you to your company identity provider instead of emailing a link. Sign in there with your normal corporate credentials.
2. Create your organization
If you sign in and do not belong to any organization yet, TruBuild takes you to the Create Organization page.Name the organization
Enter the organization name. Use the legal entity or business-unit name that appears in your procurement reporting, so exports and audit records match your internal documents.
Select the country
Choose your country from the dropdown. This becomes the default country for new projects and drives regional defaults such as suggested package currency.
3. Assign organization administrators
Use organization roles sparingly:| Role | Assign to | Notes |
|---|---|---|
| Owner | Account owner or procurement systems owner | Keep this group small |
| Admin | Procurement administrator or IT admin | Use for day-to-day member and workspace setup |
| Member | Everyone else | Project and package roles grant actual tender access |
4. Confirm which modules are enabled
Feature modules are enabled at organization level. If a module is not enabled for your organization, its pages and navigation items do not appear at all.| Module | What it covers |
|---|---|
| Commercial Evaluation | BOQ extraction, bid leveling, and commercial comparison rounds |
| Technical Evaluation | Technical criteria scoring and clarification (PTC) rounds |
| Tender Queries | Bidder query management and the Knowledge Hub |
| Vendor Database | Vendor search and comparison |
| AI Chat | In-app AI assistance across enabled evaluation areas |
5. Invite the project team
Invite people from Settings in the sidebar, under the Members section.Send invitations
Enter each person’s email, choose an organization role (Owner, Admin, or Member), and click Send Invite.
Track pending invitations
Pending invitations list the email, inviter, and role. You can resend the invitation email or cancel an invite that is no longer needed.
| Person | Organization role | Project or package role |
|---|---|---|
| Procurement manager | Member | Project Lead |
| Package buyer | Member | Package Lead |
| Commercial lead / QS | Member | Commercial Team or Commercial Lead |
| Technical lead / discipline evaluator | Member | Technical Team or Technical Lead |
| Owner reviewer | Member | Project Viewer or Package Viewer |
| External advisor | Member | Package-scoped role only |
6. Create the first project and package
Only organization Owners and Admins can create projects. Create a real project that represents a tender program, development, or capital project.Create the project
Click Create Project. Enter the project name, then confirm the project country. The country defaults to your organization’s country and drives regional defaults for the project’s packages.
Create the first package
From the project, add a package. Set the package name and currency, then use the slider to set the technical weight. The commercial weight adjusts automatically so the two always total 100%.
Sign-in security
TruBuild applies account security controls automatically. Knowing them saves support tickets during rollout.Idle timeout
Idle timeout
Sessions end after 15 minutes of inactivity by default. You see “You were signed out after 15 minutes of inactivity.” on the login page. Sign in again to continue; no work is lost from completed actions.
Account lockout
Account lockout
Three failed sign-in attempts temporarily lock the account. Wait a few minutes and try again, or contact your administrator.
Expired sign-in link
Expired sign-in link
Sign-in links are single use and expire after 10 minutes. If you see “That sign-in link was already used or has expired,” enter your email again to get a fresh one.
SSO or MFA required
SSO or MFA required
Organizations can require single sign-on, multi-factor authentication, or both. If your organization requires SSO, email links are blocked and you must sign in through your company identity provider. If MFA is required, complete the MFA step with your identity provider and try again.
Enterprise sign-in controls
For enterprise workspaces, coordinate the following with TruBuild support and your internal identity team before a large rollout:- Single sign-on through your corporate identity provider
- Enforced SSO (blocks email-link sign-in for the whole organization)
- Enforced multi-factor authentication at the identity provider
- Member seat limits for the organization
Checklist
Organization
Organization
- Owner and Admin users are confirmed and kept to a small group.
- The enabled modules match what your teams expect.
- SSO or the email-link sign-in path is tested if applicable.
Members
Members
- Invitations are sent and pending invites are tracked.
- Evaluators are Member at organization level.
- Project and package roles separate commercial and technical access.
First project and package
First project and package
- Project name and country are set.
- Package currency is correct for the tender.
- Technical/commercial weighting matches the approved tender strategy.
- At least two contractors are added so comparison is meaningful.
Next
Enterprise rollout
Plan the full rollout model across projects and packages.
Document standards
Prepare tender files before the first commercial or technical round.