Users

Manage users, roles, groups, and workspace permissions in Birdie.

Overview

Use Users to control who can access Birdie and what they can do.

Access is built from two layers:

• Roles define which features and actions a user can use.

• Workspace permissions define which workspaces a user can access.

In Birdie, the resource you grant access to is a workspace.

A user’s effective access combines:

• their Role

• their workspace permissions

• any inherited access from Groups

Roles vs. workspace permissions

Concept	Controls	Example
Role	Features and actions	Creating dashboards, exporting data, managing taxonomy, inviting users
Workspace permission	Visibility and editing rights inside a workspace	Viewer, Editor, or Admin access to a workspace
Group	Shared workspace permissions for multiple users	Give an entire team access to the same workspaces

Viewing and searching users

Go to Settings → Users to view everyone in your organization.

The user list shows:

Column	Description
User	Name, email, and avatar
Access	Whether access comes from groups or direct workspace assignments
Group	Current group memberships

Use the search bar to filter the list by name or email.

Select a user to open their detail page. This page includes:

• Workspace Permissions for direct workspace access

• Groups for inherited access

Roles

Roles control what a user can do across Birdie.

Birdie has three predefined roles:

Admin

Admins can do everything in Birdie.

This includes:

• managing workspaces

• managing users and permissions

• managing organization settings

• using all other product features

Editor

Editors can use most product features and edit taxonomy.

They cannot:

• manage workspaces

• manage user permissions

• manage organization settings

Viewer

Viewers have read-only access.

They can view data and existing content, but they cannot make editing or configuration changes.

How roles work

• Every user has one role for each resource.

• Roles are currently predefined as Admin, Editor, and Viewer.

• Changing a role does not change workspace visibility.

Role management best practices

• Start with least privilege.

• Give Admin only to users who need full administrative control.

• Use Editor for users who need to work in Birdie without managing settings or access.

• Use Viewer for read-only access.

• Review role assignments during onboarding and access reviews.

• Keep feature permissions and workspace permissions separate.

Inviting a user

1

Open Users

Go to Settings → Users and click Invite user.

2

Enter identity and role

Enter the user’s email address and choose their role.

3

Choose the access method

Choose one of these options:

• Add to a Group for inherited workspace permissions

• Individual access to assign workspaces manually

4

Send the invite

Review the setup and click Send invite.

Use groups whenever possible. They scale better and reduce manual permission drift.

Admin onboarding flow

Use this flow when setting up access for a new admin or a new team.

1

Choose the right role

Assign the right predefined role:

• Viewer for read-only access

• Editor for day-to-day work without admin controls

• Admin for full administrative access

2

Create groups by team or function

Set up groups for teams that should share the same workspace access.

3

Configure workspace permissions

Grant each group or user the right workspace level:

• Viewer

• Editor

• Admin

4

Invite users

Invite users with the correct role, then assign them to the right group.

5

Validate effective access

Confirm that each user can see the right workspaces and the right features.

Modifying a user

Open Settings → Users and select the user.

From the detail page, you can:

• change their role

• edit direct workspace permissions

• add or remove group memberships

Changes apply immediately.

Removing a user

To remove a user:

1. Go to Settings → Users.

2. Open the ⋮ menu next to the user.

3. Click Remove user.

4. Confirm the action.

Removing a user revokes access immediately. Dashboards and other content they created remain in Birdie.

Related page

• Groups