Only Administrators can edit members.
What you can change and where
Change the workspace role
1
Find the member
In the side menu, click Members. Use Search members… to find the person by name or email.
2
Open the editor
Click the pencil icon (Edit member) on the person’s row. The Edit Member window shows their name with the note The display name is set by the user in their profile.
3
Choose the new role
In Role, select Administrator, Manager, or Member.
4
Save
Click Update Member. BluBash confirms with Member updated successfully.
If you click the pencil icon on your own row, BluBash opens the Profile page, where you update your own details. You cannot change your own role.
Adjust a member’s teams
1
Open the team
In the side menu, click Teams and open the team.
2
Go to the Members tab
To add someone, search for the person, choose their team role (Agent or Manager), and click Add.
3
Change or remove
In Current Members, change the team role or remove the person from the team.
When to change the role
Best practices
- Adjust teams before changing the role. Access issues are often about teams, not roles.
- Agree on the change with the person before restricting access, so conversations are not left halfway.
- Keep the number of Administrators low to protect the workspace.
Next steps
Roles and permissions
Compare what each role can do.
Create and configure teams
Organize each team’s members, channels, and rules.
Remove a member
Revoke access for people who left.
Transfer a conversation
Redistribute conversations before team changes.