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Add users to your organization

Get started with adding user to your organization

Video guide

Video guide

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

Step by step guide

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.

  1. Go to Settings
    In the menu, click Settings.

  2. Select Users
    Click Users to manage accounts and permissions.

  3. Click Invite new user
    Click Invite new user to start adding a new team member.

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

  5. Select a role
    Choose a Role to define the user’s access.

    Example: Select Organization Viewer.

  6. 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.

  7. (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).

  8. Send the invite
    Click Invite to email the user their invitation.

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

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

  11. Update or remove access

    • Use the dropdown to change access.

    • Click the bin icon to remove the user’s access.

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.

  1. Go to Settings
    In the menu, click Settings.

  2. Select Users
    Click Users to manage accounts and permissions.

  3. Click Invite new user
    Click Invite new user to start adding a new team member.

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

  5. Select a role
    Choose a Role to define the user’s access.

    Example: Select Organization Viewer.

  6. 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.

  7. (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).

  8. Send the invite
    Click Invite to email the user their invitation.

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

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

  11. Update or remove access

    • Use the dropdown to change access.

    • Click the bin icon to remove the user’s access.

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.

  1. Go to Settings
    In the menu, click Settings.

  2. Select Users
    Click Users to manage accounts and permissions.

  3. Click Invite new user
    Click Invite new user to start adding a new team member.

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

  5. Select a role
    Choose a Role to define the user’s access.

    Example: Select Organization Viewer.

  6. 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.

  7. (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).

  8. Send the invite
    Click Invite to email the user their invitation.

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

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

  11. Update or remove access

    • Use the dropdown to change access.

    • Click the bin icon to remove the user’s access.

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Stay up to date with Bird through weekly updates to your inbox.

By submitting, you agree Bird may contact you about our products and services.

You can unsubscribe anytime. See Bird's Privacy Statement for details on data processing.

Let’s connect you with a Bird expert.
See the full power of the Bird in 30 minutes.

By submitting, you agree Bird may contact you about our products and services.

You can unsubscribe anytime. See Bird's Privacy Statement for details on data processing.

Newsletter

Stay up to date with Bird through weekly updates to your inbox.

By submitting, you agree Bird may contact you about our products and services.

You can unsubscribe anytime. See Bird's Privacy Statement for details on data processing.

Let’s connect you with a Bird expert.
See the full power of the Bird in 30 minutes.

By submitting, you agree Bird may contact you about our products and services.

You can unsubscribe anytime. See Bird's Privacy Statement for details on data processing.

R

Reach

G

Grow

M

Manage

A

Automate

Newsletter

Stay up to date with Bird through weekly updates to your inbox.

By submitting, you agree Bird may contact you about our products and services.

You can unsubscribe anytime. See Bird's Privacy Statement for details on data processing.