User Management

Manage who has access to your Bizzy business by inviting team members, assigning roles, and controlling seat allocation.

​

Prerequisites

• You must be an Owner or Admin to manage users
• Available seats on your account

​

Inviting team members

To invite a new team member:

1. Navigate to Settings > Business > Members
2. Click Invite Member
3. Enter the invitee’s email address
4. Select a role: Admin or User (Owners cannot be invited—ownership must be transferred)
5. Click Send Invite

The invitee receives an email with a unique invitation link. They must create a Bizzy account (or sign in to an existing one) to join your business.

​

Invitation statuses

​

Managing team members

​

Viewing members

The Members page displays all business members with:

• Name and email
• Role (Owner, Admin, User)
• Join date
• Status

​

Changing roles

Only Owners can change member roles:

1. Find the member in the list
2. Click the role dropdown
3. Select the new role

​

Role capabilities

See Roles & Permissions for detailed permission information.

​

Removing members

Only Owners can remove members from the business. To remove a member:

1. Navigate to Settings > Business > Members
2. Find the member to remove
3. Click the Remove button (trash icon)
4. Confirm the removal

​

What happens when a member is removed

• Immediate loss of access to that business
• Active sessions are terminated
• Personal API keys are revoked
• Email connections remain active (business-owned)
• Assigned tasks may need reassignment
• They keep their seat — it frees when you remove them from the account

​

Seat management

Your plan sets one seat maximum for your whole account, shared by every business on it. Each person takes one seat no matter how many of your businesses they belong to.

​

Checking seat usage

View your current seat allocation in Settings > Business > Members:

• Used seats: People with an active membership on your account
• Available seats: Remaining capacity

​

Seat limits

​

Transferring ownership

Business ownership can be transferred to another Admin:

1. Navigate to Settings > Business > Members
2. Find the Admin to promote
3. Click Transfer Ownership
4. Confirm the transfer

After transfer:

• The new Owner has full control
• You become an Admin
• This action cannot be undone without the new Owner’s consent

​

Next steps