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Adding a member means sending an email invitation with the person’s role and teams. They set their own name and password on first access and, from then on, receive the conversations the AI agent transfers to their teams.
Only Administrators can add members. The Add Member button is not shown to Managers and Members.

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Before you start

  • Create teams first. The invitation requires at least one team. If the workspace has no teams yet, BluBash shows No teams available. Create a team before adding members. See Create and configure teams →.
  • Check your plan limit. The number of users depends on your plan, shown in Billing & Usage.
  • Decide on the role. See Roles and permissions → if you are unsure between Manager and Member.

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Send the invitation

1

Open Members

In the side menu, click Members, then click Add Member in the top-right corner.
2

Enter email and role

Fill in the fields and click Continue.
3

Select the teams

Check the teams the person will join. Use Search teams… to filter the list and Select all or Clear selection to check or uncheck everything at once. The counter shows how many teams are selected.
Select at least one team. Without a team, the member cannot access the product’s features.
4

Send

Click Add Member. BluBash confirms with Member invitation sent successfully and the person appears in the list with the Invitation Sent status.
To go back and fix the email or role, click Back on the teams step.

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What happens after the invitation

The password must have at least 8 characters, including an uppercase letter, a lowercase letter, a number, and a special character.
The member’s name is set by the person in their own profile. Administrators do not enter or edit it.

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Resend the invitation

If the person cannot find the invitation email, click the Resend invitation icon on their row. The icon is shown while the status is Invitation Sent.

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Best practices

  • Use each person’s work email. Avoid shared addresses: each team member needs their own access so reports and ownership stay accurate.
  • Select only the teams the person will actually work in. Extra teams increase the number of conversations they receive.
  • Keep the number of Administrators low. For coordination, use Manager.
  • Ask the person to check their spam folder if the invitation does not arrive.

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Common issues

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Next steps

Edit a member's role

Adjust the role after the invitation.

Create and configure teams

Manage who belongs to each team.

Add users

See the full flow for bringing a person into the workspace.

Remove a member

Revoke access for people who left.