Accessing Team Settings
Navigate to Settings → Team from the sidebar.Team Members
View all users in your organization:| Column | Description |
|---|---|
| Name | Team member’s full name |
| Login email address | |
| Role | Permission level |
| Status | Active, Pending, or Inactive |
| Last Active | Most recent login |
Inviting Team Members
1
Click Invite Member
Click the Invite Member button
2
Enter Email
Enter the person’s email address
3
Select Role
Choose their permission level
4
Send Invitation
Click Send Invite to email them
- Create their account (if new to Buddy)
- Accept the invitation
- Access your organization
Invitations expire after 7 days. You can resend them from the Team page.
User Roles
Admin
Full access to everything
Editor
Create and edit records
Viewer
Read-only access
Role Permissions
| Permission | Admin | Editor | Viewer |
|---|---|---|---|
| View customers | ✓ | ✓ | ✓ |
| View products | ✓ | ✓ | ✓ |
| View orders | ✓ | ✓ | ✓ |
| Create orders | ✓ | ✓ | ✗ |
| Edit orders | ✓ | ✓ | ✗ |
| Create customers | ✓ | ✓ | ✗ |
| Edit customers | ✓ | ✓ | ✗ |
| Create products | ✓ | ✓ | ✗ |
| Edit products | ✓ | ✓ | ✗ |
| Manage pricing | ✓ | ✓ | ✗ |
| Resolve reviews | ✓ | ✓ | ✗ |
| View settings | ✓ | ✗ | ✗ |
| Edit settings | ✓ | ✗ | ✗ |
| Manage team | ✓ | ✗ | ✗ |
| Manage billing | ✓ | ✗ | ✗ |
| Connect integrations | ✓ | ✗ | ✗ |
| Delete records | ✓ | ✗ | ✗ |
Changing Roles
To change a team member’s role:- Find them in the team list
- Click the Role dropdown
- Select the new role
- Confirm the change
Removing Team Members
To remove someone from your organization:- Find them in the team list
- Click the ⋯ menu
- Select Remove from organization
- Confirm the removal
- They lose access immediately
- Their past activity remains in the log
- They can be re-invited later
Pending Invitations
View and manage outstanding invitations:| Action | Description |
|---|---|
| Resend | Send another invitation email |
| Copy Link | Copy the invite link directly |
| Cancel | Revoke the invitation |
Best Practices
Principle of Least Privilege
Give users only the access they need for their role
Multiple Admins
Have at least 2 admins in case one is unavailable
Recommended Role Assignments
| Job Function | Recommended Role |
|---|---|
| Business Owner | Admin |
| Operations Manager | Admin |
| Sales Representative | Editor |
| Customer Service | Editor |
| Accountant | Viewer or Editor |
| External Auditor | Viewer |
Activity Tracking
All team member actions are logged in the Activity Log:- Who made changes
- When changes were made
- What was changed
- Track accountability
- Debug issues
- Meet compliance requirements