Overview
This guide explains how to add new users to your organization and assign Organization Admin privileges within the Bizdata platform. It outlines the navigation steps, permission settings, and access controls required to manage users effectively.
Organization Admin users have elevated privileges and can manage users, Integration Bridges, and logs within the organization.
When to Use
Use this process when onboarding new team members or granting administrative control within your organization.
- When adding a new user to the organization
- When granting admin-level privileges
- When assigning user or Integration Bridge permissions
- When managing access to logs and streaming data
How It Works
The process involves navigating to the Management section, creating a new user, configuring permissions, and optionally enabling admin privileges.
- Access the Management menu
- Add a new user
- Configure user details
- Assign access levels
- Enable Organization Admin privileges (optional)
- Submit and trigger email verification
How to Configure
Step 1: Open Navigation Menu
Click on the three horizontal lines located on the left side of the screen, next to the Bizdata logo.
Step 2: Navigate to User Management
Click on Management, then select User from the dropdown menu.
Step 3: Add New User
Click the Add button and enter all required user details.
Step 4: Grant Organization Admin Privileges
Toggle the Make Admin switch to grant Organization Admin privileges.
Step 5: Configure User Permissions
After entering First Name, Last Name, and Email, select the appropriate user permissions.
Access Levels
User Access
- LIST: View list of users under the organization
- ADD: Add new users
- EDIT: Modify user details
- DELETE: Remove users
- DETAILS: View detailed user information
Integration Bridge Access
- LIST: View Integration Bridges
- ADD: Create new Integration Bridges
- EDIT: Modify Integration Bridge configurations
- DELETE: Remove Integration Bridges
- DETAILS: View Integration Bridge details
- VIEW STREAMING LOGS: Access real-time logs
- DOWNLOAD LOGS: Download logs for analysis
Step 6: Submit
Click Add to create the user.
The newly added user will receive a verification email. They must verify their email, set a password, and then can begin using their account.
Important Notes
- Only new users can be added to the organization.
- Existing users cannot be re-added.
- Admin privileges grant full organizational control.
- Assign permissions carefully to maintain security.
- Users must verify their email before accessing the system.
Frequently Asked Questions
What does the “Make Admin” toggle do?
It grants Organization Admin privileges, allowing full control over users and Integration Bridges.
Can I edit permissions later?
Yes. Permissions can be modified from the User Management section.
Will the user receive login credentials automatically?
Yes. A verification email is sent to the user to set their password and activate their account.
Can existing users be added again?
No. Only new users can be added to the organization.
Who can add new users?
Only users with sufficient permissions or Organization Admin privileges can add new users.
