The following table shows the difference between the various user roles within Blue.

ActionAdminTeam MemberClientCommentView

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


Invite Other Members*

*Users can only invite other users at their own level or with lower levels of permissions.

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