Glossary Terms
Understanding users in Builder.io
In Builder.io, a User is a fundamental entity that plays a role in managing access and permissions within the platform. Users are individuals who have been granted access to work within a Builder.io Organization and its associated Spaces. Understanding how Users function is essential for effectively managing your Builder.io projects and team collaboration.
Organization and space levels
Users exist at two primary levels within Builder.io:
- Organization Level: This is the top-level structure in Builder.io. Users added at this level have access to the overall Organization settings and can be assigned roles that determine their permissions across all Spaces within that Organization.
- Space Level: Spaces are subsets of an Organization, often used for specific projects or teams. Users can be added to individual Spaces and assigned roles specific to those Spaces.
Adding users
To add a new User to your Builder.io setup, you typically follow a two-step process:
- Add the User to the Organization: An Organization Admin must first add the User at the Organization level.
- Add the User to specific Spaces: Once added to the Organization, the User can be invited to individual Spaces within that Organization.
Roles and permissions
Users are assigned roles that define their permissions and access levels. At the Organization level, there are two primary roles:
- Admin: Has full access to all Organization settings and capabilities.
- Standard: Has limited access, typically restricted to specific Spaces and functions.
At the Space level, more granular roles can be assigned, such as Editor, Developer, or custom roles created by Admins.
Managing users
Organization and Space Admins can manage Users through the respective settings panels. This includes:
- Adding new Users
- Editing User roles
- Removing Users from the Organization or specific Spaces
The role switcher
Builder.io provides a helpful feature called the role switcher, which allows Admins to preview the interface as it would appear to Users with different roles. This is particularly helpful for testing permissions and ensuring that the User experience aligns with intended access levels.
Importance of user management
Proper User management in Builder.io is crucial for:
- Maintaining security by controlling access to sensitive information and functions
- Streamlining workflows by assigning appropriate permissions to team members
- Ensuring accountability by tracking User actions within the platform
By understanding and effectively managing Users in Builder.io, you can create a more secure, efficient, and collaborative environment for your team's content creation and management efforts.
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