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Adding and Removing Users

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Inviting Users to Bild

Only Admins can add users to Bild. As an admin:

  1. Go to Company Settings in your global settings in the top right-hand corner

  2. Click on the Users & Roles tab

  3. Click Add Users

  4. Type out the email address(es) of anyone you'd like to invite

    1. Press Enter after every email address so a bubble forms around their email address

  5. Specify that new user's role - Admin, Member, or Viewer

  6. Specify the new user's workspace access - No Access, Viewer, Collaborator, or Editor

  7. Click Add


Adding Users To Workspaces

Managing Workspace Access via Account Setting

  1. Navigate to Company Settings via your account settings (top right-hand corner)

  2. Click on the Users & Roles tab

  3. Click on the user you would like to edit workspace access to

  4. Via the workspace drop-down, you can add them to a workspace they previously had no access to or update their role for a workspace(s)

  5. Select Update

Adding Users via Workspace Settings

An alternative way to grant existing users access to Workspaces is in the Workspace Settings tab.

  1. Navigate to the specific Workspace you'd like to add users to

  2. Click on the Settings icon on the left-hand side

  3. Select the Users tab

  4. Start typing out the email address of the user you'd like to add, then click on that User

  5. Specify their access level - Editor, Collaborator, or Viewer

  6. Click Add

Users must be invited by admins to join your Bild account first, and must complete their profile creation for them to appear as options for users to add to Workspaces.


Exporting User List

You can now export your user list with roles and permissions into Excel with a single click. This makes it easy to audit access, review permissions, or share user management data with other departments.

Admin users can navigate to the User Management section of your account settings and under the users tab you can now directly export an Excel of the current Bild users. The list will show user name, user email, company role in Bild i.e Admin, Member or Viewer and the workspace level access the user has.


Removing Users from Bild

Similar to adding users, only Admins can remove users. This will completely remove the user from the Bild account.

  1. Navigate to the Users tab in your Admin Settings

  2. Click on the user to delete

  3. Click Delete

  4. Type out the name of the user as specified in the dialog window, and click Delete


Removing Users From Workspaces

Removing Users From a Workspace - Account Setting

  1. Navigate to Company Settings via your account settings (top right-hand corner)

  2. Click on the Users & Roles tab

  3. Click on the user you would like to update workspace access for

  4. Via the workspace drop-down select "No Access"

  5. Select Update

Removing Users From a Workspace - Workspace Setting

Admins on the account are automatic Editors on all Workspaces, and cannot be removed. All other Members and Viewers, who can have Editor, Collaborator, or Viewer access to a Workspace, can be removed from a Workspace.

Insert an element

  1. Navigate to the Workspace

  2. Go to Workspace Settings

  3. Click on the Users tab

  4. Click on the "X" next to the user

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