[BOLDR] Adding Team Members and Permissions

BOLDR Pro allows you to add team members to your organization and assign different permission levels based on their role to allow for real-time collaboration. Manage your team from the Settings menu to control access and collaboration.

Accessing Team Members

On Desktop

Open Settings from the top navigation and select "Team Members" from the sidebar to view and manage your users. The page displays a table with member name, last activity, role, and who invited them, along with options to filter members and add new ones.

On Mobile

In the BOLDR Pro mobile app, go to Settings > Organization, then tap your organization name to open the Team Management screen. Here you’ll see a list of team members with their status and role, plus options to invite new members, switch organizations, or leave the current organization.

Inviting New Members

To invite a new team member:

1. Click the "+ Team Member" or "Invite" button
2. Enter the email address of the person you want to invite
3. Click "Send Invite"

The invited person will receive an email with instructions to join your organization. Once they accept, they'll appear in your team members list.

User Roles and Permissions

BOLDR Pro offers four permission levels:

• Admin: Full access to all settings, can invite/remove members, manage billing, and control all organization data
• Full: Can create, edit, and delete projects, templates, and measurements. Cannot access billing or team management
• Contributor: Can create and edit content, but has limited deletion rights
• Viewer: Read-only access to view projects and measurements without editing capabilities

Managing Member Roles

To change a team member's role, click on their current role in the team members list and select a new permission level from the dropdown menu. Changes take effect immediately.