Overview
This guide explains how Organization Admins can invite new team members to a Bizdata organization. It outlines the navigation steps, required user details, and permission settings needed to successfully onboard new users.
Organization Admins can control user access, assign permissions, and manage Integration Bridges through the User Management section.
When to Use
Use this process when onboarding new team members or expanding organizational access.
- When inviting a new employee to the organization
- When assigning specific operational permissions
- When delegating Integration Bridge responsibilities
- When controlling access to logs and workflows
How It Works
An Organization Admin adds a new user, assigns appropriate permissions, and sends an automated email invitation. The invited user activates their account by setting a password.
- Access User Management
- Create a new user profile
- Assign permissions
- Send invitation
- User activates account via email
How to Add a New User
Step 1: Open the Side Menu
Click the three horizontal lines (hamburger icon) located at the top-left corner, next to the Bizdata logo.
Step 2: Go to User Management
From the side menu, navigate to:
- Management → Users
Step 3: Add a New User
Click the Add button at the top-right corner of the Users page.
Step 4: Fill in User Details
Enter the required information:
- First Name
- Last Name
- Email Address (This will serve as the login ID)
Step 5: Set Permissions
Select the appropriate permissions based on the user’s responsibilities.
1. User Management Access
Controls management of users within the organization:
- List: View the list of users
- Add: Invite new users
- Edit: Modify user details
- Delete: Remove users
- Details: View complete user information
2. Integration Bridge Access
Controls management of Integration Bridges:
- List, Add, Edit, Delete, Details: Manage Integration Bridges
- View Streaming Logs: Monitor live data flow
- Download Logs: Export logs for troubleshooting
- Start/Stop IB: Manually control bridge execution
Note: Assign only the permissions necessary for the user’s role to maintain security best practices.
Step 6: Save & Invite
Click the Add button at the bottom of the page.
The user will receive a welcome email with a link to set their password and activate their account.
Important Notes
- Only new email addresses can be added to the organization.
- Existing Bizdata accounts cannot be re-added.
- The user must activate their account via the email link.
- Permissions can be updated later if responsibilities change.
- Admins should review permissions regularly for security compliance.
Frequently Asked Questions
Who can add new users?
Only Organization Admins or users with sufficient permissions can add new users.
Can I change permissions after adding a user?
Yes. Permissions can be modified from the User Management section.
What happens after clicking Add?
The user receives an automated email invitation to set their password and activate their account.
Can I add an email that already exists in another Bizdata organization?
No. Only new email addresses can be added to the organization.
Can users start or stop Integration Bridges?
Yes, if the Start/Stop IB permission is granted under Integration Bridge Access.
Your teammate is now successfully added to the organization and ready to begin working.
