If your B2B sales team is trying to get real work done in Bhuman, but keeps bumping into permission headaches or confusion about who owns what, this guide is for you. We’ll walk through how to set up solid collaboration and permissions that actually help your team close deals—without causing more headaches than they solve.
For the uninitiated, Bhuman is an AI-driven platform for creating personalized video outreach at scale. But if your whole team’s involved, you’ll need to do more than just upload a list and hit send.
Let’s get your sales team collaborating smoothly, with just enough security and structure to keep things moving.
Step 1: Understand Bhuman’s Collaboration Model (and Its Limits)
Before you start adding users, know what Bhuman can and can’t do when it comes to team management.
What Bhuman does well: - Lets you add multiple users to a workspace. - Basic roles: usually “Admin” and “Member,” sometimes a “Viewer” role depending on your plan. - Shared access to video templates, campaigns, contacts, and analytics.
Where it falls short: - No super-granular, “custom role” permissions. You can’t, for example, let someone edit only certain templates or restrict access to specific contacts. - Audit logs and activity tracking are limited—if you need airtight compliance records, you may be disappointed. - SSO (Single Sign-On) and advanced security? Only on higher-tier plans, and sometimes not at all.
Bottom line: Bhuman’s permissions are good enough for most small-to-midsize B2B teams, but don’t expect Salesforce-level controls. If you’re working in a highly regulated industry, or need to lock down every interaction, Bhuman’s probably not the best fit.
Step 2: Map Out Who Needs Access to What
Before you start clicking “invite,” get clear on who actually needs to use Bhuman—and why.
Ask yourself: - Who’s creating and editing videos? (Usually SDRs/BDRs or marketing) - Who needs to see reports and analytics? (Sales managers, leadership) - Who’s managing contact lists and integrations? (Ops, admins) - Any external contractors or agencies involved?
Pro tip: Don’t add everyone “just in case.” Fewer users means less confusion and less risk of someone accidentally nuking a campaign.
Quick checklist: - List your core team members and their roles. - Identify anyone who only needs read-only access. - Note if anyone should be restricted from certain features (if possible).
Step 3: Set Up Your Bhuman Workspace
Now, get your workspace ready for team use.
- Create or access your workspace.
- If you’re starting from scratch, create a new workspace with your company name.
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Already have one? Make sure you’re the admin before inviting others.
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Name things clearly.
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Use clear, simple names for workspaces, campaigns, and templates. (“Q2 Outbound,” not “Test123”)
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Set your defaults.
- Decide if new campaigns and templates should be public (visible to all in the workspace) or private by default.
- If Bhuman supports folders, organize templates and campaigns by team or use case.
Honest take: Bhuman’s UI is friendly, but it’s easy for things to get messy fast. A little naming structure up front saves a ton of time later.
Step 4: Add Team Members and Assign Roles
Time to actually invite your sales team.
- Go to your workspace’s “Team” or “Users” section.
- Click “Invite user.”
- Enter their work email, choose a role (Admin, Member, or Viewer).
- Double-check that you’re not inviting someone with personal email out of habit.
- Set expectations:
- Tell your team what they can/can’t do in Bhuman, based on their role.
- If your plan allows, restrict “Admin” to actual decision-makers only.
Roles explained (as of early 2024): - Admin: Full access. Can change billing, invite/remove users, edit/delete anything. - Member: Can create and edit campaigns, contacts, and templates. Can’t mess with billing or team management. - Viewer: Can see stuff, but can’t edit.
What to ignore: Don’t waste time trying to create custom roles or restrict access to specific campaigns—Bhuman doesn’t offer this (yet). Use the simplest permission that does the job.
Step 5: Organize Assets for Collaboration (Templates, Campaigns, Contacts)
If you want your team to work together instead of stepping on each other’s toes, set up some structure.
Best practices: - Templates: Create a shared library of “approved” video templates. Make it clear which ones are for general use and which are experimental. - Campaigns: Use naming conventions (e.g., “TeamName-CampaignName”) so people know what’s what. - Contacts: Keep your contact lists organized by territory, segment, or owner. If Bhuman allows, restrict editing to reduce accidental overwrites. - Folders (if available): Use them! If not, rely on naming to keep things findable.
Honest take: Bhuman doesn’t have the world’s best asset management. If your team is big or runs lots of campaigns, consider keeping a simple spreadsheet or Notion page to track what’s what.
Step 6: Set Up Permission-Driven Workflows
Now that your team is in and your stuff’s organized, build some basic processes so you don’t get chaos.
Suggested workflows: - Template approval: Only Admins (or a trusted lead) create or approve templates that go live. Members suggest or draft them. - Campaign launches: Require a second set of eyes before sending a big campaign—at least for the first few runs. - Analytics access: If you don’t want everyone seeing all results, restrict analytics to managers or use exported reports.
What actually works: - Keep processes light. Too many approval steps and people will go back to using their own tools. - Make feedback easy—set up a Slack channel or group chat for campaign reviews.
What to ignore: Over-engineering. Bhuman isn’t built for complex approval chains or multi-stage sign-offs. If you need that, you’re better off elsewhere.
Step 7: Manage Integrations and External Access
If you’re syncing contacts, sending data to your CRM, or letting outside agencies into Bhuman, keep things tight.
Tips: - Integrations: Only Admins should set up CRM or email integrations. Make sure API keys or OAuth tokens aren’t shared in public docs. - External users: If you need to add agencies or freelancers, give them Viewer or Member access, not Admin. - Offboarding: When someone leaves the team, remove their access immediately. Bhuman doesn’t always force logouts, so don’t delay.
Pro tip: Keep a list (yes, a boring spreadsheet) of who has access to what integrations. You’ll thank yourself later.
Step 8: Review and Adjust as You Grow
Permissions aren’t “set and forget.” Your team, campaigns, and security needs will change.
- Audit user access every quarter (or after big hires/fires).
- Clean up old templates and campaigns—clutter leads to mistakes.
- Stay on top of Bhuman’s feature updates. Sometimes, new permission controls roll out quietly.
What works: Schedule a quick “Bhuman hygiene” review every so often. It’s not glamorous, but it keeps things working.
Common Pitfalls (and How to Dodge Them)
- Everyone’s an Admin: Don’t do this. Only give Admin rights to those who actually need them.
- Messy asset library: Put some structure in place early. Otherwise, it’s chaos by month three.
- Unclear ownership: Assign clear owners to campaigns and templates.
- Over-restricting: Too many guardrails, and your team will find workarounds (usually by exporting lists to Google Sheets).
Real Talk: What to Expect (and When to Look Elsewhere)
Bhuman’s team collaboration and permissions are decent for most B2B sales teams—especially if you want to move fast and don’t need military-grade controls. It’s simple, which means less to break, but also less flexibility.
If you need: - Super-granular permissions (e.g., “only see these contacts”), - Detailed audit logs, - Or complex multi-team structures,
…Bhuman isn’t built for that (yet). Look at more mature sales engagement platforms if those are must-haves.
Wrap-Up: Keep It Simple, Iterate As You Go
Don’t overthink your setup. Get your team in, set sensible roles, keep things organized, and adjust as you go. The biggest mistake is making things so complicated that nobody uses the system.
Start simple, communicate clearly, and don’t be afraid to clean up and tighten permissions as your sales motion evolves. That’s how you keep Bhuman working for your team—instead of the other way around.