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How to Invite and Edit Team Members in Your Bebop Organization

Managing your organization in Bebop Teams is simple. As an account admin, you can invite new members, edit their details, and manage access directly from your dashboard.

Inviting Members

  1. Log in to your Bebop organization via https://bebop.ai/

  2. From the sidebar menu, go to My Bebop  > Teams > New Team Member

  3. Choose the 'team' you would like the user associated with. You can select multiple in the user should have multi-access

  4. Enter the person’s email address and ENTER, TAB or , to confirm the email address. You can enter multiple email addresses in this manner

  5. Click 'Send Invite' - The invited person will receive an email to accept and join your organization.
  6. Once the user has accepted the invite, you can assign them a role (Admin, Manager or Member).

    • Admin: Full access to manage billing, members, and settings.

    • Manager: Access to edit and update your My Bebop profile for training Bebop
    • Member: Access to view My Bebop's training profile, but unable to edit

    • All roles have full access to prospecting tools and creating sales playbooks.

 


Editing Members

  1. Go to My Bebop  > Teams > Select the team whose members you wish to edit

  2. Find the user you want to update and click the ... and select edit (pencil icon) next to their name.

  3. You can:

    • Change Role (e.g., from Member to Admin).

    • Reassign their team access if they need different access to different sales kits or documents

    • Remove Member if they should no longer have access.


Best Practices

  • Always assign Admin rights sparingly. Only to those who need to manage billing or team-wide settings.

  • Review your member list regularly to keep your organization secure and up to date.

  • If a user leaves your company, remove their access promptly to protect your data.


✅ That’s it! You’ve successfully managed your Bebop Teams organization members.

If you need more help, reach out to support@bebop.ai