Roles determine what a team member can access and do in your BlueSuite workspace. Choose a role for each person, then use role permissions to adjust the access your team needs.
The workspace creator is shown as Admin (Owner). Only the Owner can access BlueSuite Subscription & Billing. Other Admins can manage workspace operations, but do not receive that billing access.
An Admin or the Owner can change access for Managers, Members, and Limited Members in Roles & Permissions in workspace settings. Choose the relevant role, adjust its permissions, and save. Changes apply to everyone assigned that role in the workspace.
Module access controls which areas a role can use. It does not grant every action within an area or override restrictions on its settings pages. The workspace must also have the feature enabled and meet any subscription requirements. Some permissions cannot be granted to certain roles.
Permissions for internal job forms and public client forms are separate. A Manager must be granted permission to create and publish client forms; Members and Limited Members cannot receive that permission.
Data visibility settings apply to Members and Limited Members. Managers, Admins, and the Owner are not restricted by these toggles, but module access, feature availability, and record requirements still apply.
Pricing visibility controls access to customer-facing amounts and also affects actions such as editing financial records. Customer contact visibility controls phone numbers and email addresses and also affects contact management and sending records to customers.
Viewing payments and processing payments are separate permissions. Create, edit, and process payments requires payment visibility and the applicable record permissions. On quote and invoice detail pages, payment information also requires pricing visibility. Online charging has its own setup and eligibility requirements.
Internal costs are separate from the prices you charge customers. Show line item costs, markup and profit is available when the workspace tracks line-item costs, and it requires pricing visibility. Granting it does not give a Member access to management-only job analytics or labor information.
Being able to view a record does not necessarily mean you can edit, send, or delete it. For jobs, quotes, invoices, and quote templates, Members and Limited Members need pricing visibility and can edit only records they created. Other modules apply different editing and deletion rules.
Sending a quote or invoice requires permission to edit the record, customer contact visibility, and a customer contact on the record. Pricing visibility alone does not grant permission to send it. Record conditions can also limit changes, such as a job’s payment schedule that locks once an invoice is created.
See Quotes, Invoices, and Payment Schedules for the requirements of those workflows.
A Member or Limited Member’s schedule can be limited to events assigned to them. Whether customers can book a person online is a separate setting. Online booking also depends on feature eligibility, the form’s configuration, working hours, and availability.
Only Admins and the Owner can invite, edit, or deactivate workspace users. The Owner’s role cannot be changed, and the Owner cannot be deactivated through team management. An Admin needs another Admin or the Owner to change their own role and cannot deactivate themselves. See Inviting Users to Your Workspace for adding people.
Other workspace settings on the Owner’s user record can be edited by an Admin. Personal profile details, such as a person’s name and email, are managed by that person rather than through workspace user editing.
Only Admins and the Owner can set a user’s default labor cost. Managers can view labor costs and set rates on individual time entries. A blank default does not prevent an authorized person from entering a rate for a particular entry, and changing the default does not rewrite existing time entries. See Time Tracking for details.
Ask an Admin or the Owner to check the person’s role and module access, the relevant data visibility settings, and the record’s requirements. For payment actions, also check payment setup and eligibility. Turning on a module or visibility setting does not remove every other condition.
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