Adding, editing, and removing users along with assigning roles is integral to running your Builder Organization and Space.
To get the most out of this document, you should already be familiar with:
Users exist in Builder at two levels; the Organization and in any Spaces within that Organization. At each level, you give users roles.
When you create a user, follow this process:
- Add user to Organization.
- Add user to Space(s).
The rest of this document shows you the process of setting up users at each level.
To add a user to your Organization:
- Go to the Organization Account Settings.
- In the Users section, click the Add New User button.
- Enter their full name, email address, and select a role. At the Organization level, there are two roles; Admin and Standard. For a comparison of these two roles, see the Organization Roles table below.
- Click the Create button.
New users receive an email so they can continue setting up their account in your Organization.
To edit an existing user within your Organization:
- Go to the Organization Account Settings.
- In the Users section, click the user.
- Change the role or remove the user. To exit the dialogue without making changes, click away to close.
- When you've finished making edits, click the Update button.
These changes apply to the Organization. If you'd like to further adjust permissions for a user, go to the Space Account Settings and edit the user in that Space. For more detail, see Roles and Permissions.
The two types of roles available for Organization-level users are:
- Admin: has all access. Recommended for super users
- Standard: has specifically granted access. Recommended for most users.
The following table compares the two roles to help you determine the best role for your user:
| Type of Access | Admin Role | Standard Role |
|---|---|---|
Description | All-access super user | Access only to specified Spaces |
Invoice Access | Yes | No |
Payment and Billing Access | Yes | No |
View all Org's Spaces | Yes | No, can only access assigned Space |
Add User | Yes | Can add other users to a Space only if their own account was originally set up in the root org by the root org Admin. Note that if these requirements aren't met, Builder returns a message that you don't have permissions in the parent organization to add a new user. In this case, contact your root org Admin. |
Support request for Admin-level changes | Yes | No |
View of Organization tab | Access to all info | Includes only the Organization name and access to Spaces that the root org Admin has added this user to. |
Tip: A user must exist in the parent Organization before you can set them up in a Space. Additionally, Organizations have their own roles that impact Space permissions. For more information, see Types of roles at the Organization level.
To add a new user to a Space:
- Make sure an Organization Admin has already added the user to the parent Organization. For more information, see the Managing users section of Managing Your Organization.
- Go to the Space Account Settings.
- Scroll down to the Users section and click the Add New User button.
- Enter the user's name, email, and select a role.
- Click the Create button.
- Make sure the user follows the instructions in the email from Builder to complete their account setup.
To learn more, see Roles and Permissions, Account Settings, and Spaces.
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