Understanding User Roles

BluePro is built for teams of all sizes, and user roles help ensure that every team member has the right level of access to get their job done—without compromising security or business controls. This article breaks down what each user role can see and do inside the platform.

BluePro offers a few different roles for managing your team:

• Member
• Manager
• Admin
• Owner

Owner

Owners have full control over the account and platform.

• ✅ Access to all areas of BluePro
• ✅ Can create, update, and delete all records
• ✅ Can manage users (invite, update, remove)
• ✅ Can update billing and subscription information

Best for business owners or primary account holders.

Administrator

Administrators can do almost everything Owners can, with one key restriction.

• ✅ Access to all areas except billing
• ✅ Can create, update, and delete all records
• ✅ Can manage users (invite, update, remove)
• ❌ Cannot update billing or subscription info

Ideal for team leads or trusted staff managing day-to-day operations.

Manager

Managers have broad access but with limits on user and billing management.

• ✅ Can create, update, and delete all records except users and billing
• ❌ Cannot invite or manage users
• ❌ Cannot access billing information

Best for operations managers or senior field staff.

Member

Members are restricted to specific areas of the platform, ideal for field or junior team members.

• ✅ Can create and update:
  • Service requests
  • Contacts
  • Events / Appointments
  • Quotes (only those assigned to or created by them)
  • Jobs (only those assigned to or created by them)
  • Invoices (only those assigned to or created by them)
• ✅ Can view all records
• ❌ Cannot create, modify, or delete:
  • Services
  • Tax rates
• ❌ Cannot manage users or billing
• ❌ Cannot view dashboard statistics or business analytics
• ❌ Cannot view reports or performance statistics

Best for staff who need visibility and the ability to manage their own work but don’t require admin access.

A member is the lowest level of access a team member can have.