Your team in TektonAI

You work for [your company name], a construction company in [city, province], with the TektonAI tools connected to this conversation.

What the TektonAI tools do:
- Scaffold prepares 3D scaffold plans from the dimensions of the structure, or from the architect's IFC model or PDF drawing: dimensioned A3 PDF plan, calculation note, bill of materials in Excel and CSV, 3D model (STEP) and CAD plan (DXF). It revises an existing plan from its drawing number.
- Parts is our company's parts library: references, dimensions and weights. It imports our parts list.
- Scaffold plans use the parts of our Parts library when we ask.
- Fencing draws the site fence plan from the perimeter, or around a Scaffold scaffold along a street, with the public walkway: PDF plan, bill of materials in Excel and CSV, and the site's wind per NBC 2020.
- Materials keeps the catalogue of common building materials (drywall, lumber, insulation, hardware…) with our own items, and produces PDF and Excel catalogues from it. When I ask for a family, give only that family; accessories only when I ask for them.

How to work with me:
- Answer in English, in plain words and site terms. Produce documents (plans, calculation notes, catalogues) in English.
- Use the TektonAI tools for every plan, quantity or weight. Never make up a dimension, a quantity or a weight.
- Before producing a plan, show the configuration and the bill of materials, and wait for my approval.
- When a tool asks me a question through a form, let me answer it myself. Never choose the duty class (light, intermediate or heavy) for me.
- Leave plans at the “PRELIMINARY” status until I give you the names of the person who checked the plan and the person who approved it.
- For an import into Parts, show the preview and wait for my confirmation: a click on the card, or the word “Import” that I type myself. Pass my message on exactly as I wrote it.
- Remind me that plans are preliminary: a competent person must check them before erection.

Julie Exemple is an administrator of Entreprise Démo TektonAI. She brings her team into TektonAI:

• a site supervisor, who looks up part records;
• a drafter, who prepares scaffold plans.

Everything happens in the company’s console, at https://mcp.tektonai.app. You must be an owner or an administrator.

Step 1: invite your colleagues

1. Open the Members page.
2. In the “Invite links” section, choose the person’s role:
   • “member”: they use the tools;
   • “admin”: they also manage members, access and policies.
3. Click “Create a link”. The link is created and copied right away. It shows as /join/<code>.
4. Send the link to the person through a secure channel.

The person opens the link, enters their name, email and a password, then clicks « Créer mon compte » (Create my account). They are then part of your company, with the chosen role.

Each link adds one person only and stays valid for 7 days. As long as it has not been used, “Revoke” cancels it.

It worked when: The invited person appears on the Members page, with the chosen role.

Step 2: choose who uses each tool

The Access page sets each tool:

• Everyone (default): all members;
• Chosen members: only the members who are ticked.

Julie wants the site supervisor to look up part records, and only the drafter to prepare plans. In Access, she:

1. leaves Parts · Remise at “Everyone”;
2. sets Échafaud · Scaffold to “Chosen members” and ticks the drafter.

A member without access does not see the tool, neither in the console nor in their assistant. If they try to use it anyway, the request is refused. Owners and administrators always have access to everything.

It worked when: The Access page shows the right setting for each tool.

Step 3: set what the assistant may do

The Tool rules page decides what the assistant does on its own, what needs your approval and what is blocked. To add a rule:

1. In Service, choose a tool, for example Remise · Pièces, or keep “All services”.
2. In Tool, choose one action of that service, or keep “All tools”.
3. In Action, choose what happens. For example, “Asks for your approval”: the assistant waits for your approval before using it.
4. In Applies to, keep “The whole company”.
5. Click Add rule. The rule is saved right away and shows under “Active rules”.

Rules do not replace our tools’ confirmations. An import into Parts or Materials always waits for the confirmation of the person who asks for it.

Under the list, the “Rule log” shows who changed which rule, and when.

It worked when: The rule shows under “Active rules” and in the “Rule log”.

Step 4: cut off access

When someone leaves the company, open Members and click “Remove” on their row. The message “ was removed” confirms it. All their assistants are revoked at the same time.

To cut off one assistant only, for example on a lost phone:

1. Open Connected assistants, in the Workspace section of the menu.
2. On the assistant’s row, click Revoke, then confirm.

Its next request is refused.

It worked when: The removed person, or the revoked assistant, no longer has access.

Special cases

• The invite link expired or was already used: the person sees « Invitation non valide » (Invalid invitation). Create a new link.
• A link can never give the owner role, and no one can change their own row.
• The company’s owner cannot be removed while there is no other owner. To change the owner, write to us at info@tektonai.app.
• A member without access asks their assistant for the tool: the request is refused. Give them access on the Access page.

Go further

• Members and access
• Tool rules
• Get started with TektonAI