Team Member
The Team Members role in Blue provides users more access compared to a basic Client User, while still restricting certain sensitive actions. As the name suggests, it is ideal for actual team members collaborating within a project.
Permissions
Team Members can:
Add other Team Members
Create new projects
Make project templates from existing projects
Have a personal project for task management
Add, edit, mark complete, and delete most items in a project
Restrictions
However, Team Members are limited in that they cannot:
Delete projects
Access admin and billing settings
Upgrade account plan
Access other user's personal projects
Delete other user's items
Use Cases
The Team Member role empowers actual team members to collaborate while limiting destructive permissions:
Contributing to shared project work
Creating and managing their own tasks
Building new projects using existing templates
Populating personal task manager
Commenting and editing most items
Setup
To grant the Team Member role:
Go to People tab in project
Add team member
Enter their email and sent invite!
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