Managing Users
Efficiently manage all users associated with your BuilderPad projects from a single, centralized location. This article will guide you through the process of adding, editing, and deactivating users, as well as assigning roles and permissions to ensure everyone has the appropriate level of access.
Written By Stefan S.
Last updated About 1 month ago
To manage all users associated with your projects, access the User settings.
Click on the profile icon located in the top-right corner of the page, and then select → Users.
You can search for users from the list or apply filters to display Active, Pending, or Inactive users:
To deactivate a user, click on the respective icon and confirm the deactivation when prompted:
For editing user information, click on this Pencil icon right here:
From there, you can modify the user's role, assign or unassign them from specific projects or all projects simultaneously.
Deactivate the user by clicking on the "Deactivate":
Save changes and click on "Back" to return to the users' list.
If you need to add a new user, simply click on the "Add User" button:
In the opened modal, you can add new users. Enter their email addresses, select their title and role, and determine which project(s) they should be included in by clicking on this specified icon: We will send an invitation to their emails.
If you happen to be using the mobile app, you can also manage your Users within it.
To access your User Permissions on the mobile app, tap on your Profile icon, and select the Users & Roles option.
You will then be able to Filter by All, Active, Pending and Inactive users.
To invite a new user, simply select the + Add User button.
Enter the correct email address of the new user,
Select their Job Title,
And their Role (Admin, Employee, Client, etc.),
Then, choose the Projects you wish to add the user to.
That’s it, you’ve just successfully invited the user to your project(s) and you can manage their access further at any time, as needed.