Team & Users
Control who has access to your BLEUM account and what they can do.
What is the Team Page?
Your team is managed under Settings → Org Management, which Owners and Admins can open. It is where you manage the people who can access your BLEUM account. You can invite new members, assign roles that control what they can see and do, and remove access when someone leaves.
User Roles
Each team member is assigned a role that determines their permissions. Here is what each role can do:
| Role | What They Can Do |
|---|---|
| Owner | Full access to everything, including billing, privacy settings, and every role on the team. An account can have more than one owner and always keeps at least one. |
| Admin | Can publish procedures and manage phone numbers, integrations, the knowledge base, voice settings (but not the timezone, call audio capture or the crisis line) and experiments, and can turn Premium Voice on or off. Can invite, change and remove Builders and Viewers. Cannot see invoices, payment methods or privacy settings, or change Admins and Owners. |
| Builder | Can build and edit draft procedures and place Test Calls; publishing one needs an Admin. Can view analytics and ask the knowledge base test questions. Cannot change the knowledge base, integrations, billing, settings, or the team. |
| Viewer | Read-only access. Can view procedures, analytics, and call history, but cannot make changes. |
Inviting a Team Member
Open Settings → Org Management and click + Invite User.
Type the email address of the person you want to invite.
Select the appropriate role based on what this person needs to do.
They will receive an email with instructions to set up their account and log in.
Common Questions
The number of users depends on your subscription plan. Check your Settings page to see your current limit.
Yes. An Owner can make another member an Owner with Change Role under Settings → Org Management. An organization can have more than one Owner, and the new Owner can then change your role.