Enterprise-Grade
Access Control.

Granular permissions down to the field level.Give everyone exactly the access they need.

Company
Contact
Deal Value
Tier
Phone
Close Date
Commission
Account Mgr
Region
Score
Acme Corp
[email protected]
$125,000
Enterprise
+1 555-0123
Q4 2024
$45,000
James Wilson
California
4.8
TechStart Inc
[email protected]
$89,500
Growth
+1 555-0456
Jan 2025
$28,500
Emily Chen
New York
4.2
Global Media
[email protected]
$234,000
Enterprise
+1 555-0789
Mar 2025
$67,200
Alex Rivera
Texas
4.9
DataFlow LLC
[email protected]
$156,750
Startup
+1 555-0321
Feb 2025
$52,100
Maria Santos
Florida
3.9
CloudNine
[email protected]
$78,200
Growth
+1 555-0654
Q1 2025
$31,800
David Park
Washington
4.5
Nexus Labs
[email protected]
$312,000
Enterprise
+1 555-0987
Apr 2025
$89,400
Rachel Kim
Colorado
4.7
Pulse Digital
[email protected]
$198,000
Enterprise
+1 555-0147
May 2025
$58,600
Chris Taylor
Oregon
4.3
Vertex AI
[email protected]
$445,000
Enterprise
+1 555-0258
Jun 2025
$124,200
Sophie Lee
Nevada
5.0
Streamline
[email protected]
$67,300
Startup
+1 555-0369
Jul 2025
$19,800
Nick Adams
Arizona
4.1
Quantum Inc
[email protected]
$289,500
Growth
+1 555-0741
Aug 2025
$82,100
Laura White
Illinois
4.6

Permissions for every scenario

Whether you're managing clients, teams, or sensitive data — Blue gives you the control you need.

Keep clients in the loop without exposing your margins, your process, or your other clients.
Clients see task status and deadlines
Internal feedback and revision rounds hidden
Hourly rates and profit margins protected
Clients approve and comment in one place

Simple to configure

Configure granular permissions in a visual interface. Try it yourself below.

Basic Information

Name and description for this role

Permissions

What actions users with this role can perform

Delete records
Allow deleting records
Delete files
Allow deleting files and folders
Invite others
Can invite users with same role
Mark as done
Can mark records as completed

Module Access

Which features users with this role can access

Activity
View activity feed
Records
Access records/tasks
Chat
Access chat feature
Docs
Access documents
Files
Access file storage
Forms
Access forms
Wiki
Access wiki pages
People
View team members

View Filters

Restrict what data users with this role can see

Show only assigned
Only see records assigned to them
Show only mentioned
Only see comments where mentioned

Tag Filter

Restrict which records users can see based on tags

VIP Client
New Lead
Example: If you select "Urgent" and "Client A", users with this role will only see records that have the "Urgent" OR "Client A" tag. Records without any of these tags will be hidden.

Field Permissions

Control which fields users can view and edit

Default FieldsViewEdit
Select all
Due Date
Assignee
Tags
Description
Dependencies
Checklist
Time Tracking
Created Date
read-only
Custom FieldsTypeViewEdit
Select all
Deal Value
Currency
Priority
Select (single)
Approved
Checkbox
Account Manager
ASSIGNEE
Commission Rate
PERCENTAGE
Close Date
Date

List Permissions

Control access to specific lists

ListViewEditDelete
Select all
Sales Pipeline
Customer Onboarding
Support Tickets
Marketing Campaigns
Product Roadmap

Note: Edit and Delete require View. Lists with View disabled will be hidden from users with this role.