Setting Up Account Teams in Bot Badger
An account in Bot Badger represents a group of users who can access data and plays a crucial role in billing setup. This documentation will guide you through the process of defining an account team and how to set one up within Bot Badger.
Adding an Account Member
Setting up account teams in Bot Badger is a straightforward process that allows you to collaborate effectively and manage access to your data. By adding account members and defining their roles, you can streamline your workflow and ensure efficient data management within your organization or team.
To invite a new user to your existing account and allow them to collaborate with you, please follow these steps:
a. Go to Account Settings within your Bot Badger dashboard.
b. Navigate to the "Add an Account Member" section.
c. Enter the email address of the user you want to invite.
d. Select the user's Role from the following options:
Administrator: Administrators can perform any action within the account.
Editor: Editors have the ability to read, create, and update data within the account.
We recommend having a minimum of two Administrators for account management.
Pending Account Invitations
You can keep track of all pending invitations in the "Pending Account Invitations" section. If there are no pending invites, this section will not be visible.
Creating a Profile
The person you invite to your account will need to create a profile before accepting the invitation. This step is essential for granting access to multiple accounts, which is particularly useful in agency or enterprise settings.
Viewing Account Members
To view the list of account members within your Bot Badger account, please follow these steps:
a. Access the Account Settings in your Bot Badger dashboard.
b. Scroll down to the "Account Members" section.
In this section, you will be able to see all the individuals who are part of your account, along with their respective roles and permissions.
Adding an Account Member
Setting up account teams in Bot Badger is a straightforward process that allows you to collaborate effectively and manage access to your data. By adding account members and defining their roles, you can streamline your workflow and ensure efficient data management within your organization or team.
To invite a new user to your existing account and allow them to collaborate with you, please follow these steps:
a. Go to Account Settings within your Bot Badger dashboard.
b. Navigate to the "Add an Account Member" section.
c. Enter the email address of the user you want to invite.
d. Select the user's Role from the following options:
Administrator: Administrators can perform any action within the account.
Editor: Editors have the ability to read, create, and update data within the account.
We recommend having a minimum of two Administrators for account management.
Pending Account Invitations
You can keep track of all pending invitations in the "Pending Account Invitations" section. If there are no pending invites, this section will not be visible.
Creating a Profile
The person you invite to your account will need to create a profile before accepting the invitation. This step is essential for granting access to multiple accounts, which is particularly useful in agency or enterprise settings.
Viewing Account Members
To view the list of account members within your Bot Badger account, please follow these steps:
a. Access the Account Settings in your Bot Badger dashboard.
b. Scroll down to the "Account Members" section.
In this section, you will be able to see all the individuals who are part of your account, along with their respective roles and permissions.
Updated on: 29/01/2024
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