Adding Users as an Organization Admin (Step-by-Step Guide)

Here is an easy way to invite new team members to your Bizdata organization.

Step 1: Open the Side Menu

Click the three horizontal lines (hamburger icon) on the top-left, right next to the Bizdata logo.

Step 2: Go to User Management

From the menu that opens: Management → Users

Step 3: Add a New User

Click the blue Add button at the top-right of the Users page.

Step 4: Fill in User Details

Enter the following information:

• First Name
• Last Name
• Email Address (this will be their login ID)

Step 5: Set Permissions

Choose what the new user should be allowed to do. You can give them access to two main areas:

1. User Management Access

Controls who can manage people in the organization:

• List: See the list of users

• Add: Invite new users
• Edit: Change user details
• Delete: Remove users
• Details: View full user information

2. Integration Bridge Access

Controls what they can do with Integration Bridges:

• List, Add, Edit, Delete, Details: Same as above, but for bridges
• View Streaming Logs: Watch live data flow
• Download Logs: Export logs for troubleshooting
• Start/Stop IB: Manually start or stop any bridge

Note: Give only the permissions the person actually needs.

Step 6: Save & Invite

Click the Add button at the bottom.

The new user will instantly receive a welcome email with a link to set their password and log in for the first time.

Important Notes

• Only new email addresses can be added (you can’t re-add someone who already has a Bizdata account elsewhere).
• The user must click the link in the email to activate their account.

All set! Your teammate is now part of the organization and ready to work.