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Add users to your organization. Get started with adding user to your organization

Add users to your organization

Video guide

Learn how to manage user access in Bird. In this guide, you'll learn how to:

  • Invite new users to your organization
  • Assign roles and permissions
  • Add users to specific workspaces
  • Set up multiple roles for one user
  • Verify user settings

Step by step guide

How to invite a new user to Bird Open the Admin Console****Launch the Bird app and click the Admin Console in the bottom left corner.

  • Go to Settings****In the menu, click Settings.

  • Select Users****Click Users to manage accounts and permissions.

  • Click Invite new user****Click Invite new user to start adding a new team member.

  • Enter the user’s display name****Type a Display Name to personalize their profile.

  • Select a role****Choose a Role to define the user’s access.Example: Select Organization Viewer.

  • Choose a workspace****From the Workspace dropdown, select the workspace to give the user access to.**Note: This dropdown only appears if your account has multiple workspaces.

  • (Optional) Assign multiple roles****To give the user more roles, click Add role**.Select another Role (e.g., AI Employees Admin).

  • Choose the same or a different Workspace (e.g., B2C Master Demo).

  • Send the invite****Click Invite to email the user their invitation.

  • Manage users****Use the Search users field to find team members and update access.

  • View user details Click a user’s name (e.g., Hattie Howard) to see more details.

  • Update or remove access Use the dropdown to change access. Click the bin icon to remove the user’s access.

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