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.

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.

Inviting new members to the project

You can remove users from the project by pressing the bin icon in the Team tab.

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.

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.

Sending reset instructions

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.

Enforcing 2FA

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.

Ownership change