Overview
The following table shows the difference between the various user roles within Blue.
Action | Admin | Team Member | Client | Comment | View |
---|---|---|---|---|---|
Create New Project | |||||
Copy Project | |||||
Create Project Template | |||||
Archive Project | |||||
Delete Project | |||||
Edit Project | |||||
Edit Wiki | |||||
Edit Documents | |||||
Import/Export CSV | |||||
Add New Records | |||||
Add New Lists | |||||
Delete Any Record | |||||
Delete Own Record | |||||
Manage Automations | |||||
Manage Custom Fields | |||||
Upload Files | |||||
Edit Forms | |||||
Comment | |||||
Invite Other Members* |
*Users can only invite other users at their own level or with lower levels of permissions.
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