Skip to main content
This page shows the full process for bringing a person into the workspace, from the administrator’s side and from the invited person’s side. The step-by-step for the invitation form is in Add a member →.
In BluBash, everyone with access to the workspace is a member. “Adding users” and “adding members” are the same flow: an Administrator invites the person from the Members page.

​
Overview

​
Before inviting

1

Set up the teams

The invitation requires at least one team. Create the teams and link each team’s channels and Pipelines. See Create and configure teams →.
2

Decide each person's role

List who will be an Administrator, Manager, or Member. See Roles and permissions →.
3

Check your plan

The number of users depends on your plan. Check Billing & Usage before inviting your whole team.

​
Invite

Follow Add a member →: enter the Email, the Role, and the teams, and click Add Member. The person appears in the list with Invitation Sent.

​
What the invited person sees

  1. The person opens the BluBash invitation email.
  2. On the Setup Password screen, they enter their Name, New Password, and Confirm Password.
  3. The password must have at least 8 characters, including an uppercase letter, a lowercase letter, a number, and a special character.
  4. When they finish, they enter the workspace with the role and teams set in the invitation.
The Administrator must use exactly the same email as the person’s account. A different email creates a separate invitation and the waiting screen does not grant access.
Someone who chose Join an existing workspace by mistake can go back and use Create my own workspace. To work with their team, however, the person must be added to the company’s workspace.

​
After the person joins

​
Common issues

​
Next steps

Add a member

Step-by-step for the invitation form.

Create and configure teams

Prepare the teams before inviting.

Roles and permissions

Choose the right role for each person.

Implementation guide

See the recommended order to get BluBash running.