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Manage Account Roles and Permission Levels
Manage Account Roles and Permission Levels

How to manage the account permission levels of your team

Hannah Weidman avatar
Written by Hannah Weidman
Updated over 3 months ago

There are three designated permission levels for users in Buildr:

  1. Admin - Admin users can view and access all tools, edit account settings, add or remove users, and manage user permission levels.

  2. Standard Permissions - Standard users can access all tools in Buildr, but cannot access account settings.

  3. Limited Permissions - Users with Limited Permissions can only access specific tools - CRM, Insights, and/or Workforce. Limited users cannot access account settings.


How to Edit User Permission Levels

Navigate to the Team Members tab in the Account Settings. Select the pencil icon on the user you wish to edit.

Select Admin, Standard Permissions, or Limited Permissions. Click "Update" to save your changes.

Limited Permissions

If you select Limited Permissions, Buildr will provide you with a list of Tool Permissions - CRM, Insights, and Workforce.

Checkmark the tools your team member will need to access and uncheck any tools to restrict access. Finally, click "Update" to save your changes.

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