Team Member

A collaborative role that provides team members with project creation and editing permissions while restricting access to admin settings and billing.

The Team Members role in Blue provides users more access compared to a basic Client User, while still restricting certain sensitive actions. As the name suggests, it is ideal for actual team members collaborating within a project.

Permissions

Team Members can:

  • Add other Team Members and lower-level roles
  • Create new projects
  • Add, edit, mark complete, and delete records in a project
  • Add new lists
  • Edit wiki and project documents
  • Edit forms
  • Upload files and add comments

Restrictions

However, Team Members are limited in that they cannot:

  • Delete projects
  • Copy projects or create project templates
  • Edit project settings
  • Manage custom fields or automations
  • Import or export CSV data
  • Access admin and billing settings
  • Access other users’ personal projects

Use Cases

The Team Member role empowers actual team members to collaborate while limiting destructive permissions:

  • Contributing to shared project work
  • Creating and managing their own tasks and records
  • Building new projects
  • Commenting and editing most items
  • Editing wiki pages and documents

Setup

To grant the Team Member role:

  1. Go to the People section in the workspace.
  2. Add a new member.
  3. Enter their email and send the invite.