Adding a new User to Bild
First you will need to navigate to your account level settings
Select User Management from the menu on the left
Click Add Users
Enter the users email address and click enter on your keyboard
Select the first dropdown to select the users permission level
Admin: Full access to Bild including company level settings. These users are automatically added to any workspaces that get created
Member: Access to all workflows in Bild, these users need to be added to workspaces as they get created
Viewer: View only access in Bild
Select the workspace level permissions
Collaborator: All permissions except the ability to move feedback across columns
Editor: Full permissions within Bild
Viewer: View only access
No Access: User won't have access to this workspace
Click Add
Adding a new Role
There are three roles in Bild, Viewer, Editor and Collaborator. You are unable to change the permissions of these roles, if a custom role is needed follow the steps below to add a new role
Click on the Roles tab
Select Add Role
Enter a name for the role
Scroll through the permissions to customize the role. Unselect the checkbox for any permission the role does not need
Click Create
This newly added role with then be available in the dropdown for workspace level permissions.
Select this role from the dropdown next to a workspace and then select add to assign this role level permissions to a users workspace permissions.
Adding a new Group
Groups are a good way to group users with similar permissions. Groups can then be added to workspaces or approvals.
Click on the Groups tab
Select Add Group
Enter a name for the group
Click in the members search bar and type in the users name
Click Add User
Click Create
