Managing Your Team

This guide provides instructions on how to manage team members, roles, and permissions within your Bourd account and workspaces. Effective team management is key to collaborating on AI search analysis and maintaining data security.

Roles and Permissions

Bourd uses a role-based access control (RBAC) model with roles existing at two distinct levels: Account and Workspace. This allows for granular control over user permissions across your entire organization.

A user’s role at the account level governs their permissions related to billing, account-wide user management, and overall account settings.

Workspace-level roles control a user’s access to specific actions within a workspace, such as managing prompts, brands, and schedules.

It’s important to note that a user can have different roles in different workspaces, and their account-level role can differ from their workspace-level roles. For example, a user might be a Guest at the account level, but an Admin in a specific workspace they are responsible for.

While Bourd provides default permissions for Admin, Member, and Guest roles, role permissions are fully customizable on all plans to fit your organization’s specific needs.

Default Account-Level Permissions

Permission	Admin	Member
Account Management
`accounts.delete`	✓
Role Management
`account_roles.create`	✓
`account_roles.update`	✓
`account_roles.delete`	✓
`account_roles.view`	✓	✓
Billing
`billing.update_subscription`	✓
`billing.update_payment_method`	✓
`billing.view_invoices`	✓
`billing.update_billing_info`	✓
User Management
`users.invite`	✓	✓
`users.remove`	✓
`users.assign_account_role`	✓
`users.view_all_users`	✓	✓
Workspace Management
`workspaces.create`	✓	✓
`workspaces.delete`	✓
`workspaces.update`	✓

Default Workspace-Level Permissions

Permission	Admin	Member	Guest
Workspace Settings
`workspace.delete`	✓
`workspace.settings.update`	✓
Member Management
`workspace.members.invite`	✓
`workspace.members.remove`	✓
`workspace.members.update_role`	✓
`workspace.members.list`	✓	✓
Prompts
`prompts.create`	✓	✓
`prompts.read`	✓	✓	✓
`prompts.update`	✓	✓
`prompts.delete`	✓	✓
`prompts.run`	✓	✓
Brands
`brands.create`	✓	✓
`brands.read`	✓	✓	✓
`brands.update`	✓	✓
`brands.delete`	✓	✓
Competitors
`competitors.create`	✓	✓
`competitors.read`	✓	✓	✓
`competitors.update`	✓	✓
`competitors.delete`	✓	✓
Schedules
`schedules.create`	✓	✓
`schedules.read`	✓	✓	✓
`schedules.update`	✓	✓
`schedules.delete`	✓	✓
Reports & Citations
`citations.read`	✓	✓	✓
`reports.read`	✓	✓	✓

Accessing Team Settings

Team management functions are split between Workspace and Account settings, depending on the scope of the action you wish to perform.

Workspace Settings: To manage members of a specific workspace, navigate to Settings in the main navigation menu and select the Team tab. You must have the required permissions in that workspace to see this option.
Account Settings: To manage all users in your account, invite new users to the account, or manage billing, click on your name and email at the bottom of the main navigation menu to open the account settings page.

Inviting Team Members

The process for inviting a team member depends on whether they are already part of your Bourd account.

Inviting New Users to Your Account

If you want to invite someone who is not yet a member of your account, you must first add them at the account level.

Navigate to Account Settings by clicking your user profile at the bottom of the main menu.
From the user management page, click the Invite User button.
Enter the user’s Email Address.
Assign an Account-level role (Admin, Member, or Guest).
Optionally, you can invite them to one or more workspaces at the same time. Select the desired workspaces and assign a Workspace-level role for each.
Click Send Invitation.

The recipient will receive an email. Upon accepting, they will be prompted to create a Bourd account if they don’t have one, and will then be added to the account and any workspaces you pre-assigned.

Adding an Existing Account User to a Workspace

If a user is already part of your account, you can grant them access to a specific workspace.

Navigate to Workspace Settings from the main menu.
Select the Team tab.
Click the Invite Member button.
Select the user from the list of existing account members.
Assign the desired Workspace-level role (Admin, Member, or Guest).
Click Invite. The user will now have access to the workspace with their assigned role.

Managing Existing Members

You can change roles or remove members from either the Account or Workspace level.

Managing Workspace Members

Navigate to Workspace Settings and select the Team tab.
Locate the member in the list.
To change a role: Click on their current role and select a new one from the dropdown. The change is applied immediately.
To remove a member: Click the Remove (trash) icon next to their name. This revokes their access to the workspace but does not remove them from the account.

Managing Account Users

Navigate to Account Settings.
Locate the user in the list.
From here, you can change their Account-level role or remove them from the account entirely. Removing a user from the account revokes their access to all workspaces within that account.

Managing Pending Invitations

You can resend or revoke invitations that have not yet been accepted from the Account Settings page.

Resend: If an invitation was not received or has expired, click the Resend button to send a new invitation email.
Revoke: To cancel an invitation, click the Revoke button. The invitation link will be immediately invalidated.

Best Practices

Principle of Least Privilege: Assign roles with the minimum necessary permissions at both the account and workspace levels.
Regular Audits: Review your account and workspace member lists quarterly to remove users who no longer need access.
Use Work Emails: For security and management purposes, always invite users with their corporate email addresses.

Troubleshooting

Invitation Not Received: Ask the user to check their spam/junk folder. Verify the email address for typos and resend the invitation if necessary.
Cannot Manage Team: If you cannot see Team in workspace settings or cannot manage account users, you likely do not have the required Admin permissions at the appropriate level.

Next Steps

With your team set up, you can now collaborate on your AI search analysis.