Managing users

BuddyBee makes it easy to manage who in your organisation can access the platform. This article explains how to add, remove, and manage user permissions so your team always has the right level of access.

Adding team members

1. Go to Settings - From the BuddyBee dashboard, click on the arrow next to your logo in the top left of the page.
2. Select Team Members - Click Team Members in the left-hand menu. You’ll see a list of members already added.
3. Add a New Member - Click Invite Member.
4. Enter Details - Enter the member's Full Name and Email Address. 
5. Set Access Level:
   1. Chat User - Can use chat features
   2. Admin - Can manage organization settings
   3. Owner - Full access to everything
6. Click Send Invitation

Removing team members

1. Go to Settings - From the BuddyBee dashboard, click on the arrow next to your logo in the top left of the page.
2. Find the team meber you want to remove. 
3. Click on the three dots in the Actions column.
4. Select Remove Member.

Updating roles

1. Go to Settings - From the BuddyBee dashboard, click on the arrow next to your logo in the top left of the page.
2. Find the team meber you want to update. 
3. Click on the three dots in the Actions column.
4. Select the new Access Level.

💡Note: Only an Owner can assign ownership rights to another user, while Admins can elevate a Chat User to Admin, but Chat Users themselves cannot manage permissions.

Frequently Asked Questions

Q. Is there a limit to how many users I can add?

No - the number of users is determined by your subscription tier.

Q. What happens if I remove an Admin?

At least one Admin must remain active. If you’re the last Admin, you’ll need to assign another Admin before removing yourself.

Need help with anything else?

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🌐 Knowledge Base

📧 Email: support@hutly.com