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  • Bird CRM docs
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    • About Bird CRM
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        • 📚1. The basics
        • ⏰2. Your availability status
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        • 💬4. Manage conversations
        • 👥5. View conversation participants
        • 👤6. View a contact's profile
  • Campaigns
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        • Send an email campaign
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      • Concepts
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      • How-to
        • Send an SMS campaign
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      • How-to
        • Send a push notification campaign
  • Automation
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    • Flows
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      • How-to
        • Route conversations based on language
        • Route conversations based on sentiment
        • Set up a business hours auto-responder
        • Create a simple auto-responder
        • Set up conversational marketing
        • Create an FAQ bot
    • Approval Flow
  • Audience & Contacts
    • Sign-up forms
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        • Create a sign-up form
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    • Lists and segments
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        • View contacts in a segment
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    • Contacts
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          • Suppressions
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            • Contacts with a 'blank' subscription status
      • How-to
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        • Export contacts
  • Content
    • Email templates
      • Concepts
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        • Advanced Email Templating
      • How-to
        • Create an email template
        • Import a custom HTML email
        • Use a prebuilt email template
        • Create personalized abandoned cart, browse and order placed emails
    • Message templates
      • Quickstarts
        • Create a message template
      • Concepts
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        • WhatsApp message templates
          • WhatsApp approved message templates
          • Reply to open conversation message template
          • Commerce messages
        • Apple Messages for Business
        • Push notifications
      • How-to
        • Localize a message template
        • Add variables to a message template
        • Create an SMS message template
        • Apple Messages for Business
          • Use dynamic variables in Apple Messages templates
          • Create a text Apple Messages template
          • Create an image Apple Messages template
          • Create a location Apple Messages template
          • Create a file Apple Messages template
          • Create a rich link Apple Messages template
          • Create a list picker Apple Messages template
          • Create authentication Apple Messages message types
          • Create a quick reply Apple Messages template
          • Create a time picker Apple Messages template
          • Create an iMessage App message template
          • Create a payment Apple Messages template
        • WhatsApp message templates
          • Create a WhatsApp approved message template
          • Create a reply to open conversation WhatsApp message template
          • Create a single product WhatsApp message template
          • Create a catalog WhatsApp message template
          • Create a coupon WhatsApp message template
          • Create an action WhatsApp message template
          • Create a limited time offer WhatsApp message template
          • Create a carousel WhatsApp message template
          • Create Approved WhatsApp Flows Template
          • Create reply to open conversation WhatsApp Flows Template
        • Create Push Notifications message templates
    • Chat widgets
      • Concepts
        • Send and receive messages
      • How-to
        • Build and install a chat widget on a Shopify store
        • Build and install a chat widget on your website
    • Media Library
      • How to Upload Images to the Media Library
    • Translation files
      • Creating and using translation files
    • External Data Sources
    • Lookup Tables
    • Discounts
    • Lookup tables
      • Managing lookup tables
      • Using lookup tables in Flows
    • Products
      • Custom Product Catalog Source
  • Analytics
    • Analytics
      • Concepts
        • Reporting metrics
        • Understanding the Attribution Model
        • List-unsubscribe in email headers
        • Understand Open Tracking
    • Channel analytics
      • Concepts
        • Channel logs
      • How-to
        • Analyze the performance of your channels
    • Campaign reports
      • Concepts
        • WhatsApp campaign reports
        • Email campaign reports
        • SMS campaign reports
      • How-to
        • View campaign reports
        • View A/B test campaign reports
        • See an overview campaign performance
  • Channels
    • Channels
      • Concepts
        • Quiet hours
      • Quickstarts
        • Find and install a channel
        • View information about an installed channel
        • View Channel Logs
      • Supported channels
        • Apple Messages for Business
          • Quickstarts
            • Install Apple Messages for Business
            • Use Apple Messages for Business
          • Concepts
            • Typing indicators
            • User device capabilities
          • How-to
            • Complete onboarding
            • Use entry points
            • Route messages
            • Send messages
            • Use Apple Pay
        • Email
          • Install email
          • Forwarding emails from Gmail
          • IP pools
          • Configure BIMI
        • Facebook Messenger
          • Install Facebook Messenger
          • Use Facebook Messenger
          • Facebook Messenger message types
        • Instagram Messaging
          • Install Instagram Messaging
          • Use Instagram Messaging
          • FAQs and Best Practices
          • Instagram message types
        • LINE
          • Install LINE
        • LinkedIn Pages Messaging
          • Install LinkedIn Pages messaging
          • Use LinkedIn Pages Messaging
          • LinkedIn Pages Messaging Types
        • Numbers
          • Quickstarts
            • Find and buy a new number
            • Activate a number
          • Concepts
            • Number types
            • Know-Your-Customer (KYC)
            • Activation, approval, and rejection
            • Number restrictions in China
          • How-to
            • Use a number
            • Cancel a number
            • Troubleshooting
            • FAQs
        • Push notifications
        • Google RCS
          • Create a Google RCS agent and install Google RCS as a channel
          • Testing and launching your agent
          • Create a Google RCS message template
          • RCS message template types
          • Create and send a Google RCS campaign
          • Create an RCS lead nurture journey with a fallback
          • Use RCS with an AI Agent
          • Grow RCS subscribers with a sign-up form
        • SMS
          • Quickstarts
            • Install SMS
            • Toubleshoot SMS Deliveries Faliures
            • (Missing) SMS delivery status
            • Troubleshoot Channel Health
          • Concepts
            • SMS parts and message length
            • SMS message types and compliance
            • Opt-in and opt-out compliance
            • Choose the right sender : Availability and restrictions by country
              • SMS Country Information Guide: Africa (A-L)
              • SMS Country Information Guide: Africa (M-Z)
                • South Africa
                • Nigeria
              • SMS Country Information Guide: Asia (A-K)
                • Japan
                • India
                • China
              • SMS Country Information Guide: Asia (L-Z)
                • Malaysia
                • Singapore
              • SMS Country Information Guide: Caribbean
              • SMS Country Information Guide: Central America
              • SMS Country Information Guide: Europe (A-M)
              • SMS Country Information Guide: Europe (N-Z)
              • SMS Country Information Guide: Middle East
                • United Arab Emirates
              • SMS Country Information Guide: North America
                • Messaging Best Practices - NORAM SMS / MMS
                • Canada
                • United States
                • Prohibited Content - NORAM SMS / MMS
              • SMS Country Information Guide: Oceania
                • New Zealand
                • Australia
              • SMS Country Information Guide: South America
            • MMS sizes and limitations
            • Automatic sender selection
            • SMS Registration
              • Use case requirements for SMS Registration
              • Setting up a consent gathering flow
              • SMS Privacy Policies
              • SMS Toll-free number
                • TFN Verification
                • Additional Costs for using TFN
                • How-to Guides
                  • Purchase a Toll Free Number via Bird
                  • Register a US or Canadian TFN for SMS via Bird
              • SMS 10DLC
                • How-to Guides
                  • Purchase a 10DLC number via Bird
                  • Register a 10DLC brand via Bird
                  • Register a 10DLC campaign via Bird
                  • Install SMS 10DLC
                  • Delete inactive 10DLC campaigns to avoid additional charges
                • Throughput and Daily Caps
                • Brand registration
                • Campaign registration
                • Additional costs for using 10DLC
                • 10DLC FAQs
            • Page 1
        • WhatsApp
          • Quickstarts
            • Before you start
            • Install WhatsApp
          • Concepts
            • WhatsApp for Business
            • Accounts and verification levels
              • Verified Facebook Business Manager Account
              • Official WhatsApp Business Account (Green tick)
            • Use WhatsApp
            • WhatsApp message types
            • WhatsApp's Customer Care Window
            • FAQs
          • How-to
            • Verify your Facebook Business Manager Account
            • Set up commerce messaging
              • Product inquiries
              • Product orders
            • Create a WhatsApp Flow
              • Create a flow
              • Testing your flow
              • Publishing and sending your flow
              • Handling Flow submission
            • Enable conversational components
            • Become a WhatsApp Tech Provider
              • Onboard as a Tech Provider
              • Connecting to Bird as solutions provider
              • Meta Tech Partner Migration 2024
        • Telegram
          • Install Telegram
          • Bot commands setup
  • AI
    • AI
      • Quickstarts
        • Create an FAQ model
        • Build a detect intent model
      • Concepts
        • AI Assistants
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          • Flows Assistant
          • Studio Assistant
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          • Audience Assistant
        • AI flow actions
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        • Detect language: Supported languages
      • How-to
        • Set up and deploy automated FAQs
        • Set up and deploy detect intent models
    • AI Agents
      • Concepts
        • Knowledge bases
        • OpenAI token usage
      • How-to
        • Build a knowledge base
        • Set up an AI Agent
        • Deploy an AI Agent
  • Payments
    • Bird Pay (Beta)
      • Quick Start
        • How to get Bird Pay access?
      • Concepts
        • Onboarding
        • Payment Link
        • Wallet
          • Transfer
          • Recipient
        • Payments
          • Disputes
        • My customers
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        • Payment methods
        • Bird Pay Coverage
        • Strong Customer Authentication (SCA)
      • How-to
        • Create a Payment link
        • Refund a Payment
        • Manage Payout
        • Respond to a Dispute
        • How to set up MFA using the Authenticator app?
      • FAQs
        • Why was my onboarding unsuccessful?
        • How do I update my business address?
        • What are foreign currency fees on my Bird Payments?
        • How to raise an issue with Bird Pay with support?
  • Integrations
    • Integrations
      • Quickstarts
        • Find and install an integration
      • Concepts
        • Integration data sync
      • Supported integrations
        • ActiveCampaign
        • OPERA Cloud
        • Calendly
        • Easyship
        • Google Cloud Translation AI
        • HubSpot
        • Magento 1
        • Magento 2
        • Monday.com
        • Notion
        • OpenAI
        • Rebrandly
        • Salesforce
        • Shopify
        • SugarCRM
        • Zoho CRM
        • TikTok Ads
        • Typeform
        • WooCommerce
        • Zendesk Support
        • Google BigQuery
        • Snowflake
        • Amazon S3
        • Salesforce Marketing Cloud
        • Meta ads
        • Google Ads
  • Account & Billing
    • Account
      • Organization settings
        • General
        • Single-Sign On (SSO)
          • Set up Single-Sign On (SSO)
          • Enforce Single-Sign On (SSO)
          • Entra ID
          • Google Workspaces
          • Okta
        • SCIM
          • Okta setup
          • Entra ID
        • Security Settings
        • Business profile
        • Workspaces
        • Plans & Billing
        • Wallets
        • Users
        • Access policies
        • Access roles
        • Access keys
        • How to find your Organization ID
        • How to find a Workspace ID
        • How to limit a user's access to a single workspace
        • How to download usage report?
        • How to pay (settle) invoices via wallet?
  • Help & Reference
    • Bird support
      • Invite Bird support
    • Deliverability & compliance
      • Email compliance - Bulk sending
      • United States SMS/MMS compliance
        • Key US Regulations
        • General US content restrictions
        • US SMS/MMS compliance
        • US Voice compliance
        • US state-level laws and regulations
        • US compliance & best practices checklist
        • US compliance FAQs
      • Singapore SMS Compliance
    • Data protection
      • Approved subprocessors
    • Release notes
    • Glossary
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On this page
  • Add a user to your Organization
  • Revoke an invitation
  • View and edit a user's information
  • Remove a user from your organization

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  1. Account & Billing
  2. Account
  3. Organization settings

Users

Last updated 11 months ago

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Users are individuals who have been granted access to your organization. Depending on the access role and policies you set for them, they will be able to see and do different things based on their responsibilities and requirements.

are different from users, as they only have access to Inbox.

Add a user to your Organization

Please note that free email addresses like Gmail, Hotmail, etc. are not supported.

  1. Go to your Organization settings.

  2. Click Users.

  3. Click Invite new user.

  4. On the next screen, add the display name, and email address of the person that you want to invite to be a user.

  5. Under Roles, select the role that you want this user to have. If you want to assign multiple roles, click Add new role and select an additional role from the drop-down.

  6. Click Invite new to send them an invitation by email. Once you’ve sent a user invitation, they will have a set amount of time to accept your invitation.

Revoke an invitation

If a user hasn’t yet accepted the invitation to join your organization, you can revoke the invitation:

  1. Go to your Organization settings.

  2. Click Users.

  3. Locate the user, hover over their entry, then click the three dots on the right-hand side of the screen.

  4. Click Edit user.

  5. Click the Revoke invitation button.

  6. Confirm that you want to revoke the invitation by clicking Yes, remove this user.

View and edit a user's information

You can only make edits to a user's roles. You can't change their name or email.

  1. Go to your Organization settings.

  2. Click Users.

  3. Locate the user, hover over their entry, then click the three dots on the right-hand side of the screen.

  4. Click Edit user.

  5. Make any edits that you need to then click Update roles.

Remove a user from your organization

  1. Go to your Organization settings.

  2. Click Users.

  3. Locate the user, hover over their entry, then click the three dots on the right-hand side of the screen.

  4. Click Edit user.

  5. At the bottom of the page, click Remove user from organization.

  6. Confirm the removal by clicking Yes, remove this user.

All users must have at least one assigned to them.

Revoking an invitation is irreversible. To add a user again, you will need to from scratch.

Removing a user is irreversible. To add a user again, you will need to from scratch.

access role
invite them
invite them
Inbox agents