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In BluBash, members are the people in your company who access the workspace: support staff, sales reps, coordinators, and administrators. They work side by side with AI agents. The AI agent answers, qualifies, and transfers to a team, and that team’s members take over the conversation, work the deals in Pipelines, and follow up on tasks. The Members page is where you manage these people: invitations, roles, resending invitations, and removal.
Only Administrators can access the Members page. Managers and Members do not see it in the menu.

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How access works

Each person’s access combines two layers:
Every member must belong to at least one team. Without a team, the person cannot use the product. Create your teams before inviting people.

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Available roles

Administrator

Full access: members, teams, channels, AI agents, Additional Fields, billing, and all conversations.

Manager

Coordinates their teams: Pipelines, campaigns, reports, templates, and tags. Does not manage AI agents, members, or billing.

Member

Handles conversations and works the contacts and deals of their teams. No access to campaigns or reports.
See the full comparison in Roles and permissions →.

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What you can do on the Members page

The list shows the Name, Email, Role, and Actions columns, plus the number of members displayed.

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Members, plan, and billing

  • Your plan defines how many users and teams the workspace supports. Check it in Billing & Usage, an Administrator-only area that also shows AI Credits and Campaign Credits usage.
  • Before a downgrade, BluBash shows the impact: how many members would be removed from the workspace and how many teams would be deactivated. If the change requires removing users who cannot be removed, the downgrade stays blocked until you resolve it.
  • The workspace must always have at least one Administrator.

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Best practices

  • Set up teams first, then invite people and pick the right teams right away.
  • Keep the number of Administrators low. Use Manager for coordinators who need reports and Pipelines without access to account configuration.
  • Review the list regularly and remove people who left the company on the same day.
  • When you change your team structure, also review the AI agents’ Transfer to Team skills, which point to specific teams.

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Next steps

Create and configure teams

Structure your teams before inviting people.

Add a member

Send the invitation with role and teams.

Roles and permissions

Compare what each role can do.

Hybrid service

Learn how members and AI agents share the work.