Reach

Grow

Manage

Automate

Reach

Grow

Manage

Automate

G

M

Get started

Manage your workspace

G

M

Get started

Manage your workspace

How to set up a new organization

Learn how to create and configure a new organization in Bird. In this guide, you'll learn how to:

  • Navigate to the organization settings and creating a new organization

  • Fill in company details such as name, website, and workplaces

  • Configure localization settings, including country, data storage region, and time zone

  • Set the default country code for contacts

  • Edit organization details later through Company Settings

Add users to your organization

Learn how to manage user access in Bird. In this guide, you'll learn how to:

  • Invite new users to your organization

  • Assign roles and permissions

  • Add users to specific workspaces

  • Set up multiple roles for one user

  • Verify user settings

Install a connector

Learn how to connect new platforms to Bird. In this guide, you'll learn how to:

Find available integrations
Install new connectors
Complete platform authorization
Monitor connector status and syncs

Raise a support case from Bird

Learn how to create and manage support cases in Bird. In this guide, you'll learn how to:

  • Access the support center

  • Create new support cases

  • Set case priorities and product types

  • Add descriptions and attachments

  • Track case status and responses

  • Manage multiple cases