User management
How can I manage users in Buddy?
Buddy provides the user management tools that allow you to control access of your team to various projects. To collaborate with a teammate, invite them to the workspace and add them to the selected project. The exceptions are the administrators and the workspace owner, who have access to all workspace projects.
Adding new users
To add new members to the workspace, navigate to the People tab and click the Invite New People button.
Image loading...Inviting new members
Once the invitation is sent, the new user will be added upon clicking the URL in the email.
New user default settings
By default, new users only have access to the projects once he's invited to them or granted admin rights. New users can only see other members with whom he's sharing projects. Newly invited workspace members can create and manage new projects, unless changed in the workspace settings.
Adding users to the project
You can add new users directly to the project via the Team tab. You can do this by clicking the Invite New button. You can also invite entire groups.
Image loading...Inviting new members to the project
You can remove users from the project by pressing the bin icon in the Team tab.
Image loading...Removing members from the project
Adding users to the group
You can add new members directly to the group. You can do that by clicking the Add Member button in the group's Members tab. There, you will find an option to assign existing members to this group or Invite New.
Image loading...Inviting new members to the group
You can remove users from the group by pressing the bin icon in the Members tab of the group.
Password Reset / Resend Invitation
If a member of your workspace loses the account password, administrators can send reset instructions. To do that, select the user from the People tab and choose the Send pass reset instructions from the dropdown menu.
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Enforcing two-factor authentication
Workspace owners and administrators, can require users to have 2FA enabled in order to log into the workspace. You can do that from the Workspace Settings.
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Changing workspace ownership
If you want to transfer ownership to another member of your workspace, you can do that by clicking Transfer ownership in the Workspace Settings. The new owner will receive a confirmation email that has to be accepted for the change to take place.
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Sep 23, 2024