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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
• Create new projects
• Make project templates from existing projects
• Have a personal project for task management
• Add, edit, mark complete, and delete most items in a project

Restrictions

However, Team Members are limited in that they cannot:

• Delete projects
• Access admin and billing settings
• Upgrade account plan
• Access other user's personal projects
• Delete other user's items

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
• Building new projects using existing templates
• Populating personal task manager
• Commenting and editing most items

Setup

To grant the Team Member role:

• Go to People tab in project
• Add team member
• Enter their email and sent invite!