Understanding User Roles & Permissions

BlueSuite is built for teams of all sizes. User roles help ensure every team member has the right level of access to do their job without compromising security or sensitive business data. This guide covers the four roles available in BlueSuite, what each role can see and do, and how you can customize permissions for your workspace.

Roles Overview

BlueSuite has four roles:

• Admin — Full access to all features and settings. Can manage team members, configure integrations, and adjust roles and permissions.
• Manager — Access to day-to-day operational features. Managers can create, edit, and delete any record. They cannot access integrations, subscription billing, roles and permissions, or module management.
• Member — Access to assigned modules. Members can create records and edit or delete records they created. What sensitive data they can see (like pricing and contact info) is configurable by an Admin.
• Limited Member — The most restricted role. Limited Members have fewer modules enabled and more limited data visibility by default. They can create records and edit or delete records they created within the modules they have access to. Great for field staff who primarily need their own schedule and quotes.

About the Admin (Owner)

The person who creates the workspace is labeled Admin (Owner). This is the same as a regular Admin role. The Admin (Owner) cannot be reassigned or deleted at this time.

Module Access

Modules are the main sections in your sidebar (Schedule, Contacts, Jobs, Quotes, etc.). You can control which modules each role can access in Settings > Team & Access > Roles & Permissions. Admins always have access to everything.

Here are the defaults before any customization:

Module	Admin	Manager	Member	Limited Member
Schedule	Yes	Yes	Yes	Yes
Contacts	Yes	Yes	Yes	No
Requests	Yes	Yes	Yes	No
Quotes	Yes	Yes	Yes	Yes
Jobs	Yes	Yes	Yes	No
Invoices	Yes	Yes	Yes	No
Services	Yes	Yes	Yes	No
Service Plans	Yes	Yes	Yes	No
Timesheets	Yes	Yes	Yes	No
Reports	Yes	Configurable	No	No
Settings	Yes	Yes	No	No
Integrations	Yes	No	No	No
Subscriptions	Owner only	No	No	No
Roles & Permissions	Yes	No	No	No
Module Management	Yes	No	No	No
Timesheet Management	Yes	Yes	No	No

You can toggle module access for Manager, Member, and Limited Member roles in Settings > Team & Access > Roles & Permissions.

Data Visibility Settings

Data visibility lets you control what sensitive information Members and Limited Members can see. Admins and Managers always see everything regardless of these settings. You can configure these per role in Settings > Team & Access > Roles & Permissions.

Show Pricing

Default: On for Members, Off for Limited Members

When enabled, the user can see dollar amounts throughout BlueSuite—totals on jobs, quotes, invoices, services, and subscriptions, line item pricing, billing amounts, and addon prices.

When turned off, the user also loses the ability to:

• Create, edit, or delete jobs, quotes, invoices, quote templates, or service plans
• Send quotes, invoices, or service plans
• Use convert actions (e.g., turning a quote into a job or an invoice)
• View as client on quotes, invoices, or service plans
• See job expenses, job invoices, or job analytics
• See subscription payment method and payment history

Show Payments

Default: On for Members, Off for Limited Members

Controls whether the user can see payment-related information, including the Invoices Paid stat card, payment stats on the dashboard, payment tables on quote and invoice detail pages, and deposit and payment sections when managing line items.

Show Customer Contact

Default: On for Members, On for Limited Members

Controls whether the user can see customer phone numbers and email addresses on contacts, requests, and detail pages, as well as call and email action buttons.

When turned off, the user also loses the ability to:

• Create, edit, or delete contacts
• Send quotes, invoices, or service plans
• View as client on quotes, invoices, or service plans

Assigned Schedule Only

Default: Off for Members, On for Limited Members

When enabled, the user’s schedule only shows events they are assigned to, rather than all events in the workspace.

Creating, Editing, and Deleting Records

Admins and Managers can create, edit, and delete any record in the workspace. Members and Limited Members have more limited access:

• They can create new records in modules they have access to
• They can edit or delete only records they personally created
• They cannot use bulk delete

Data visibility settings add further restrictions. If Show Pricing is off, the user cannot create, edit, or delete jobs, quotes, invoices, quote templates, or service plans. If Show Customer Contact is off, the user cannot create, edit, or delete contacts.

Jobs, Quotes, Invoices & Quote Templates

Action	Admin / Manager	Member / Limited Member
View	All records	All records
Create	Yes	Yes (requires Show Pricing)
Edit	Any record	Only their own records (requires Show Pricing)
Delete	Any record	Only their own records (requires Show Pricing)
Duplicate (Invoices)	Yes	Only their own records (requires Show Pricing)
Bulk Delete	Yes	No

Contacts

Action	Admin / Manager	Member / Limited Member
View	All records	All records
Create / Edit / Delete	Yes	Requires Show Customer Contact
Bulk Delete	Yes	Requires Show Customer Contact

Services

Only Admins and Managers can edit or delete services. Members and Limited Members can view services but cannot modify them.

Service Plans & Subscriptions

Action	Admin / Manager	Member / Limited Member
View	All records	All records
Delete a service plan	Yes	Requires Show Pricing
Manage subscription status (pause, cancel, resume)	Yes	Requires Show Pricing
Create a subscription	Yes	Requires Show Pricing
Invite a customer	Yes	Requires Show Pricing and Show Customer Contact

Detail Pages

On the detail page for a job, quote, invoice, or quote template:

• Admins and Managers can edit details and line items on any record
• Members and Limited Members can only edit records they created, and Show Pricing must be on
• Only Admins and Managers can save a line item as a new service
• Once a quote has been accepted or declined, line items are locked for everyone

Sending, Converting, and Viewing as Client

Some actions require specific data visibility settings to be turned on for Members and Limited Members. Admins and Managers always have access to these actions.

Sending Quotes, Invoices & Service Plans

Sending requires both Show Pricing and Show Customer Contact to be on. If either setting is off, the send option will not appear. This applies to sending quotes, invoices, service plans, and subscription customer invitations.

Converting Records

Convert actions (like turning a quote into a job, or a job into an invoice) require Show Pricing to be on. When it’s off, all convert options are hidden.

View as Client

The “View as Client” option on quotes, invoices, and service plans requires both Show Pricing and Show Customer Contact to be on, since the client view displays all data including pricing and contact details.

Dashboard & Stats

On module listing pages (Jobs, Quotes, Invoices), stat cards are only visible to Admins and Managers. Members and Limited Members will not see stats on these pages.

On the Dashboard, stat cards are visible to everyone, but with some differences for Members and Limited Members:

• Stats are scoped to their own records, so they only see totals for things they created or are assigned to
• Stats only appear for modules the user has access to
• Pricing-related stats are hidden when Show Pricing is off
• Payment-related stats are hidden when Show Payments is off

Admins and Managers always see stats across the entire workspace.

Schedule

Admins and Managers always see all events on the schedule. For Members and Limited Members, you can configure whether they see all events or only events assigned to them.

By default, Members see all events and Limited Members only see events they’re assigned to. You can change this in Settings > Team & Access > Roles & Permissions using the Assigned Schedule Only toggle.

Contact information shown in event previews also follows the Show Customer Contact setting.

Settings & Team Management

Access to settings depends on the user’s role:

Settings Area	Admin	Manager	Member / Limited Member
Workspace (General, Modules)	Yes	Yes	No
Team & Access > Roles & Permissions	Yes	No	No
More > Integrations	Yes	No	No
Subscription & Billing	Yes	No	No

For team management, Admins and Managers can view, edit, and remove team members. Members and Limited Members do not have access to team settings. The Admin (Owner) cannot be edited or removed.

Customizing Permissions

Admins can customize permissions for the Manager, Member, and Limited Member roles by going to Settings > Team & Access > Roles & Permissions. From there you can:

• Toggle which modules each role can access
• Configure data visibility settings (Show Pricing, Show Payments, Show Customer Contact, Assigned Schedule Only) for each role

This gives you the flexibility to tailor access for your team’s specific needs while keeping sensitive business data secure.