Invite colleagues to your organization and give each one the Admin or Member role.
Members are the people who can work in an organization. Admins invite new members by email and choose each person’s role. Use this page to add your compliance team, legal advisers or engineers.
Open Settings → Organizations, open your organization and choose the Members tab (1). Search by name, email or role (2). Each member shows a role (4) and an actions menu (5).
The Members tab of an organization. Names and emails are hidden.
2
Open the invite dialog
Click Invite members (3) on the Members tab, or Invite members in the sidebar.
3
Enter emails and choose a role
In Invite your team to Bluprynt via email, type the Email addresses (1) and choose a Role (2). Click Send invite (3).
Your legal counsel needs to review a white paper. You click Invite members, enter their email, choose Member and click Send invite. They appear as Pending on the Members tab. Once they accept, they show as Active and can open Documents, but they can’t change the organization’s details.
Yes. Admins open the actions menu next to a member and change the role. The same menu offers Remove member. For a pending invitation, it offers Revoke invitation and lets you change the invitee’s role.
Can a Member delete the organization?
No. Only the organization’s owner can delete it.
Does an invitee need an account first?
They sign in with, or sign up for, a Bluprynt account using the invited email. See Sign in and sign up.
