User Management
If you have a team plan, the User Management page allows you to add, remove, and manage team members who have access to your BlueTicks workspace.
User Management Interface
The User Management interface provides a comprehensive view of all your team members with the following information:
- Name: User's full name and profile image
- Email: User's email address used for login
- Type: User role and permissions level (Owner, Admin, etc.)
- Status: Current account status (Active, Pending, etc.)
Managing Team Members
Inviting New Users
To add a new team member:
- Click the "Invite" button in the top-right corner
- Enter the user's email address
- Select the appropriate role/permissions
- Click "Send Invitation"
The invited user will receive an email with instructions to join your workspace.
User Roles and Permissions
BlueTicks offers different user roles with varying levels of access:
- Owner: Full access to all features and billing, can modify all settings
- Admin: Can manage users and most workspace settings
- Member: Standard access to messaging features
- Guest: Limited access to specific features (often used for clients)
User Management Actions
For each team member, you can:
- Change their role/permissions
- Deactivate their account
- Remove them from the workspace
- Reset their password (administrative function)
Additional Features
Filtering Users
Use the search box to quickly find specific users by name or email address.
Exporting User Data
Click the "Export users" button to download a CSV file containing user information for your records or for import into other systems.
Team Size Management
Your current plan may limit the number of users you can add. To increase your team size:
- Visit the Subscription Management page
- Adjust your team size in the subscription settings
- Update your billing accordingly
Best Practices
- Regularly review user access to ensure only current team members have access
- Assign the minimum necessary permissions for each user role
- Remove inactive users promptly to maintain security
- Use descriptive display names to easily identify team members
