Advanced Permissions
Advanced User Permissions
Take control — decide who can see what, when.
With columns and row-level access control.
User Roles
Define roles, empower teams.
- Project Admin
- Manages all aspects of the project, including settings, permissions, and data oversight.
- Team Member
- Can create, edit, and delete project content within assigned permissions to actively drive project progress.
- Client
- Can create new items and monitor project progress, can't delete or modify the project's structure.
- Vendor
- Can create new items and monitor project progress, can't delete or modify the project's structure.
- Comment-Only
- Can create new items and monitor project progress, can't delete or modify the project's structure.
- View-Only
- Provides access to observe project information and status updates without any editing privileges.
Revolutionize team collaboration with unparalleled access control.
Blue allows you to create custom user roles to fit your precise data control and privacy needs so you know exactly who can see what.
Custom Role Management
Define precise access levels and permissions for your team members. Create roles that align perfectly with your organizational structure and security requirements.
Create new role
Give this new role a descriptive name.
Set access to individual lists
Set access to individual lists
Assign permissions to view, edit, or delete specific lists within projects. This level of detail allows roles to be precisely managed according to the unique needs of each project phase.
Custom Fields
Select whether this role can view or edit specific custom fields.
Custom Field Permissions
Control access to sensitive data by managing view and edit permissions for each custom field. Perfect for protecting confidential information like financial data or personal details.
Assigned Leads Only
Allow this role to view only assigned Leads inside this project.
Record-Level Visibility
Enhance focus and productivity by limiting users to only see records assigned to them. Perfect for sales teams managing their own leads or support staff handling their specific cases.
Boost your productivity. Start using Blue today.
Blue organizes work, ensuring teams know what to do, how to do it — and why it matters.
