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How to invite other users to Birdie / Como Convidar Usuários para Birdie
How to invite other users to Birdie / Como Convidar Usuários para Birdie

Add other teammates to collaborate with you and build a more customer-centric culture.

CS Team avatar
Written by CS Team
Updated over a week ago

Artigo versão em Português

User feedback and perception need to be seen by different areas in an organization. That's why we made it easy for you to invite other users to collaborate with you in the platform. Here is how it works:

1. Send the invitation

On the top right corner of Birdie, click on the + icon right by your name.

It will open an area where you can type your colleague's email to send them an invitation.

Your teammate will then receive an email from Birdie to finish setting up their account.

2. Check their access and account status

You can go back to the same area to view if your colleague has already accepted the invite to create their account - if not, you'll be able to resend the invite.

Important: Every new user will automatically be added with a View-only type of access, which means they won't be able to edit topics or connect sources. To change someone's permissions, click on their current permission button and select your new choice.

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