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Manage your workspace team members, send invitations, and control user access in BuildBetter.

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Accessing Member Management

Navigate to Settings > Organization > Members to view and manage your team.

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Member List

The members page displays two tabs:
  • Accepted Members
  • Invited Members
View all active team members who have accepted their invitations:
  • Name and email
  • Role (Admin, Member)
  • Login status (active/inactive)
  • Actions (activate/deactivate, change role)

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Inviting Team Members

1

Navigate to Members

Go to Settings > Organization > Members
2

Click Invite

Click “Invite Member” or “Invite” button
3

Enter Email

Add team member’s email address Domain must match your organization’s allowed domains
4

Send Invitation

Click Send - invitation email is sent immediately Member will receive email with join link
Only users with admin permissions can invite new team members. Contact your workspace admin if you need to invite someone.

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Managing Invitations

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Pending Invitations

For invitations that haven’t been accepted: Resend Invitation:
  • Click “Resend” to send the invitation email again
  • Useful if original email was missed or expired
  • Same invitation link remains valid
Rescind Invitation:
  • Click “Rescind” to cancel a pending invitation
  • Invitation link becomes invalid
  • Email address can be re-invited later

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Domain Restrictions

Invitations are limited to specific email domains:
  • Admins can configure allowed domains in organization settings
  • Only emails from allowed domains can be invited
  • Prevents unauthorized access to workspace
  • Common for company email requirements
If you need to invite someone from a different domain, contact your workspace admin to add the domain to the allowed list.

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Member Roles

BuildBetter supports role-based permissions:

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Admin

  • Full workspace access
  • Can invite/remove members
  • Manage organization settings
  • Configure integrations
  • Set recording rules

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Member

  • Access workspace content
  • Create recordings and documents
  • Use AI features
  • Limited settings access
Role management requires the organization roles feature to be enabled. Contact support if you need role-based access controls.

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Member Actions

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Activate/Deactivate Users

Deactivate:
  • Prevents user from accessing workspace
  • Preserves all their created content
  • Can be reactivated later
  • Use for temporary access suspension
Activate:
  • Restores access to deactivated user
  • All content and permissions restored
  • User can log in immediately
Deactivating a user does not delete their data. Use this for temporary access removal.

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Change Member Role

If roles are enabled:
  • Click role dropdown next to member name
  • Select new role (Admin or Member)
  • Changes apply immediately
  • User’s permissions update on next login

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Best Practices

Invite with purpose: Only add team members who need access to customer data
Use appropriate roles: Grant admin access sparingly for security
Regular cleanup: Deactivate members who no longer need access
Monitor invitations: Rescind pending invites for people who won’t join
Domain control: Keep allowed domains list current and restrictive

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Troubleshooting

  • Verify you have admin permissions
  • Check email domain is in allowed list
  • Ensure email address format is valid
  • Try a different email if domain blocked
  • Check spam/junk folders
  • Verify email address is correct
  • Resend invitation
  • Contact support if persistent issues
  • Verify roles feature is enabled for your organization
  • Ensure you have admin permissions
  • Check user is accepted member (not pending invite)
  • Contact support to enable roles if needed
For detailed invitation workflows and examples, see Inviting Team Members.