Adding or Updating Users and Product Access

Account Owners and Billing Managers can add new users, update user roles, and manage product licenses from the Users settings.

Each user in Broker Buddha AI has:

• One role (which determines what they can manage)
• Assigned products (which determine what they can access)

This guide explains how roles work and how to add or update users.

🔐 Understanding User Roles

User roles determine what someone can control within your organization.

Below is a comparison of available roles:

🔎 User Role Comparison

👤 User

Standard access to assigned products.

Cannot manage billing, users, or product licenses.

💳 Billing Manager

Can:

• Manage billing and subscriptions
• Add or update the credit card on file
• Create new users
• Assign or remove product licenses
• Change users between User and Billing Manager

👑 Account Owner

Full administrative access.

Can perform all Billing Manager actions plus organization-wide controls.

💡 Best practice: Limit Account Owner access to trusted individuals only.

➕ Adding a New User

Step 1: Open User Settings

1. Click the Settings ⚙️ icon in the bottom-left corner
2. You will automatically land on the Users tab
3. Click Manage Users & Products

Step 2: Start a New User Invitation

1. Click + Add New User

   Complete the required fields:

   • First Name
   • Last Name
   • Email
   • Role
2. (Optional) Add a Welcome Message

Step 3: Assign Product Access (Licenses)

Select which products this user should have access to.

You can:

• Choose specific products
• Or select all available products

Each product assigned provides a license for that user.

Step 4: Apply Changes

1. Click Apply Changes
2. Click Finish

The user will receive an invitation email to create their account.

✏️ Updating an Existing User

Account Owners and Billing Managers can update a user’s role or product access at any time.

Changing a User’s Role

1. Go to Settings → Users
2. Locate the user

3. Click the three-dot (⋯) menu next to their name

   Select the new role:

   • User
   • Billing Manager
   • Account Owner

Role changes take effect immediately.

Changing Product Access (Licenses)

1. Click Manage Users & Products
2. Search for the user (type at least 2 characters)
3. Click Next
4. Add or remove products
5. Click Apply Changes
6. Click Finish

Product license updates take effect immediately.

📬 What Happens Next?

For Users

• New users receive an email invitation to create their account
• Existing users gain access to newly assigned products immediately
• Users who lose product access are notified by email

For Account Owners and Billing Managers

• Monitor user activity from the User Management dashboard
• Adjust product access at any time
• Review billing-related updates in the subscription summary
• Reassign licenses as needed

💡 Best Practices

• Limit Account Owner access to essential administrators
• Periodically review user roles and product assignments
• Remove product licenses for users who no longer require access
• Ensure Billing Managers are trusted to manage subscriptions