To help you manage your BlueTape account, you can add users and admins.
All your team members that will need access to your account can be easily added to BlueTape. You can assign to them different access levels and add or remove users from your user management tab. Each user will be able to log in to your company's BlueTape account with their own email or phone number.
User permission levels
- User: They will have access to your entire BlueTape account, but will not be able to add, delete, or edit admins. They will only be able to add other users.
- Admin: They will have full access to your company's BlueTape account and also the option to add, delete, or deactivate both users and other admins.
⚠️ Login information should always be unique to each user. Do not share usernames or passwords among team members. Create a unique user for each person on your team and grant them the right permission level.
Adding a new user or admin
Open the Settings tab under Sales on the left side navigation menu. Once the page opens, click on the top tab, User Management.
You will see a list of existing users, including yourself. For each user, you will be ale to see the phone number, email address, permission level, and status.
To add a new user, click on the Add user button in the top right corner.
An Add user window will pop. Fill in the user's basic information and select the permission level. Click on the Send button to send them an invitation to join BlueTape.
✏️ Tip: When inviting a team member to join BlueTape, let them know you will be sending out the invitation so they will be expecting it in their email inbox.
Once the invitation has been sent out, you will see a confirmation alert pop-up. The user list should be updated, including the new user you just invited. Their status will reflect that they have been Invited, and when they accept the invitation, the status will change to Active. If required, the option to Resend Invite is available.
You can Delete a user that has been invited but has not yet activated their account yet by simply clicking on them and then finding the Delete this user red text in the bottom of the Edit user window that pops up.
Deactivate an existing user or admin
To remove an existing user, click the Settings tab under Sales on the left side navigation menu. Once the page opens, click on the top tab, User Management. A list of users will load. Find the user you want to deactivate and click on them.
⚠️ Keep in mind that only users with admin permission will be able to add or deactivate other admins.
Find the red text that says Deactivate User and click on it to deactivate the selected user.