Inviting & Managing Users
Inviting & Managing Users
Blueprint Studio is an invite-only platform, meaning users must be invited to join your workspace. This ensures that only authorized team members and clients can access your projects.
🚀 Inviting a New User
Blueprint Studio is an invite-only platform, meaning users must be invited to join your workspace. This ensures that only authorized team members and clients can access your projects.
Step 1: Go to the "Users" Section
Click on "Settings" in the main menu.
Select "Users" to open the user list.
Step 2: Invite a New User
Click the "Add User" button in the upper-right corner.
Enter the following details:
Email Address – The email where the invitation will be sent.
Username – Must be unique, with no spaces or special characters.
User Type – Select from Employee, Client, or Vendor.
First & Last Name – Helps identify the user in the system.
Additional Information (Optional).
Click "Save and Send Invitation".
🚀 The user will receive an email invitation with a link to join Blueprint Studio. Once they accept, they can set up their password and log in.
Step 3: Set Project Permissions
From the User List, click on the username of the newly created user.
Locate the "Projects Visible To " section.
Select the projects you want the user to have access to.
Click the "+" button to assign the project to the user.
✅ Permissions determine what the user can view, edit, or approve within their assigned projects.
🎯 Next Steps
Managing User Roles & Permissions → Customize access controls for users.
Navigating the Dashboard → Learn how to use the main interface.
Setting Up Projects → Start managing your first project.
For assistance, contact [email protected].
👥 User Roles & Permissions
Blueprint Studio supports different user roles, each with specific access:
Employee
✅ All projects, proposals, budgets
✅ Products, invoices, purchase orders
✅ Approve proposals, budgets
✅ Boards, Items, Proposals, Budgets, Invoices
Client
✅ Their assigned projects
❌ Cannot edit
✅ Approve proposals, invoices
✅ Proposals, Boards visible to them
Vendor
✅ Only relevant purchase orders
❌ Cannot edit
❌ No approvals
✅ Purchase Orders
Each role ensures secure access while keeping sensitive data protected.
🔄 Managing Existing Users
You can update or remove users anytime:
Go to "Settings > Users".
Select the user you want to update.
You can:
Change their role
Adjust permissions
Deactivate or remove their account
❓ Troubleshooting User Invitations
User didn't receive an email? ✅ Ask them to check spam/junk folders. ✅ Resend the invitation from the "Manage Users" page.
Wrong email address? ✅ Delete the invitation and send a new one.
🎯 Next Steps
Navigating the Dashboard → Learn how to use the main interface.
Setting Up Projects → Start managing your first project.
Managing Permissions → Customize access controls for users.
Need help? Contact [email protected].
Let me know if you'd like any adjustments before adding this to GitBook! 🚀
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