Team & Users
Control who has access to your BLEUM account and what they can do.
What is the Team Page?
The Team page 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, settings, and user management. Every account has one owner. |
| Admin | Can manage procedures, integrations, knowledge base, and view billing. Can invite other users. Cannot change account ownership. |
| Member | Can create and edit procedures, manage knowledge, and view analytics. Cannot access billing, settings, or user management. |
| Viewer | Read-only access. Can view procedures, analytics, and call history, but cannot make changes. |
Inviting a Team Member
Open the invite panel from the Team page.
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.
Ownership transfer is handled through account settings. Contact BLEUM support if you need to transfer account ownership.