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.

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.