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Adding your team to BluBash is the first step to getting everyone working together on customer conversations. Each user receives a specific permission level that controls what they can see and do inside the platform, keeping your workspace secure and well-organised.
1

Open the Members area

In the left-hand BluBash menu, click Members. You will see a list of all users already registered in your workspace.
2

Click Add Member

In the top-right corner of the page, select Add Member.
3

Fill in the new member's details

Complete the following fields:
  • Full name — the name of the person you are adding.
  • Email — enter a valid address that the person can access. They will receive their invitation at this address.
  • Role — choose the permission level that matches their responsibilities:
RoleDescription
AdministratorFull access to the platform, including advanced settings and team management.
ManagerCan manage teams, view reports, and monitor conversations in their department. Does not have access to all administrative functions.
MemberBasic profile for agents who handle day-to-day service and see only their own conversations.
4

Send the invitation

Click Add Member. The user will receive an email with instructions to create their password and log in to the platform.
The new member now has access to BluBash with the permissions you assigned.

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Important tips

  • Use the Administrator role only for trusted users.
  • Assign the Manager role to team leads or anyone who needs access to reports.
  • Use the Member role for agents who focus on daily service tasks and do not need visibility into other conversations.
  • Review access permissions periodically to keep your workspace secure.