Blue offers six pre-defined roles: Organization Administrator (full system access), Workspace Administrator (manages workspaces), Team Member (creates and edits content), Client (monitors progress), Vendor (limited creation rights), Comment-Only (can only comment), and View-Only (read-only access). You can also create unlimited custom roles.

Organization Administrators have complete control over the Blue workspace. They can manage billing, create and delete workspaces, invite users, configure integrations, access all workspaces and data, and modify organization-wide settings. This is the highest level of access in Blue.

Workspace Administrators have full control within their assigned workspaces. They can manage workspace settings, invite and remove team members, configure permissions, create and modify all content, set up automations, and access workspace analytics. They cannot access organization-level settings or billing.

Team Members can create, edit, and delete records within their permission scope. They can collaborate on tasks, upload files, participate in discussions, and view workspace progress. They cannot modify workspace settings, manage other users, or access administrative features.

Client Users have limited but important access. They can view workspace progress, create new items like tasks or requests, comment on existing items, and receive notifications. They cannot delete content, modify workspace structure, or access internal team discussions.

Comment-Only Users can view all content they have access to and add comments for collaboration. They cannot create new records, edit existing content, or delete anything. This role is perfect for stakeholders who need visibility and the ability to provide feedback without making changes.

To assign a role, go to the People tab in your workspace, click on a user's name, and select their role from the dropdown menu. Organization Administrators can assign any role, while Workspace Administrators can only assign roles within their workspaces. Changes take effect immediately.

Yes, user roles can be changed at any time by administrators. Simply navigate to the user's profile in the People tab and select a new role. The user will immediately gain or lose permissions based on their new role assignment.

When removed from a workspace, users immediately lose access to all workspace data, including records, files, and discussions. Their historical contributions (comments, created records) remain but are attributed to their name. They can be re-added at any time with the same or different permissions.

Yes, Blue supports workspace-specific roles. You might be a Workspace Administrator in one workspace but a Team Member in another. This flexibility allows organizations to maintain proper access control across different teams and initiatives.

Custom roles allow you to create permission sets tailored to your organization's specific needs. You can define exactly what users can see and do, from list-level access to individual field permissions, creating roles that perfectly match your workflow and security requirements.

Navigate to Settings > User Roles and click 'Create New Role'. Name your role, then configure permissions including: list access (view/edit/delete), custom field visibility, record-level restrictions, and specific feature access. Save the role to make it available for assignment.

Custom roles provide precise access control, enhanced security for sensitive data, improved focus by showing only relevant information, compliance with data protection regulations, and the flexibility to match your exact organizational structure. They eliminate the compromise of using generic roles.

No, each user can only have one role per workspace in Blue. However, custom roles can combine permissions from multiple standard roles, giving you the flexibility to create hybrid roles that meet complex permission requirements.

The People tab is your central hub for user management within a workspace. It displays all workspace members, their roles, last active status, and allows administrators to invite new users, modify permissions, or remove access. It's accessible from the workspace sidebar.

Organization Administrators and Workspace Administrators can invite new users to workspaces. They can send invitations via email, set initial roles, and optionally include a welcome message. Team Members and other roles cannot invite new users.

Only Organization Administrators and Workspace Administrators can remove users from workspaces. Organization Administrators can remove anyone, while Workspace Administrators can only remove users from workspaces they manage. Users cannot remove themselves from workspaces.