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Manage your team members, their roles, and access permissions.

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Accessing Team Settings

Navigate to Settings → Team from the sidebar.

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Team Members

View all users in your organization:

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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
The invited person will receive an email with a link to:
  1. Create their account (if new to Buddy)
  2. Accept the invitation
  3. Access your organization
Invitations expire after 7 days. You can resend them from the Team page.

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User Roles

Admin

Full access to everything

Editor

Create and edit records

Viewer

Read-only access

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Role Permissions

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Changing Roles

To change a team member’s role:
  1. Find them in the team list
  2. Click the Role dropdown
  3. Select the new role
  4. Confirm the change
Demoting yourself from Admin requires at least one other Admin in the organization.

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Removing Team Members

To remove someone from your organization:
  1. Find them in the team list
  2. Click the ⋯ menu
  3. Select Remove from organization
  4. Confirm the removal
When removed:
  • They lose access immediately
  • Their past activity remains in the log
  • They can be re-invited later

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Pending Invitations

View and manage outstanding invitations:

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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

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Activity Tracking

All team member actions are logged in the Activity Log:
  • Who made changes
  • When changes were made
  • What was changed
This helps you:
  • Track accountability
  • Debug issues
  • Meet compliance requirements
Review the Activity Log regularly to ensure team members are following proper procedures.