Overview

BlueClerk uses roles to control what each person can see and do. Understanding roles helps you set up your team correctly and ensures people have the access they need - without giving away more than necessary.

Role Types

Admin

Full access to everything.

Admins can:

Access all company settings
Add and remove team members
Manage billing and subscriptions
Connect integrations (Stripe, QuickBooks, etc.)
View all data across the company
Do everything Members can do

Best for: Business owners, office managers, operations leaders

Member

Day-to-day operational access.

Members can:

View and create tickets
Schedule and complete jobs
Create and send invoices
Access customer information
File job reports
View their assigned work

Members cannot:

Access company settings
Add or remove team members
View or change billing
Connect or disconnect integrations

Best for: Field technicians, service workers, staff

Individual Contractor (Special)

Solo operators with their own profile.

Individual contractors:

Have a public profile
Can be hired by contractor companies
Appear in the contractor marketplace
Don't belong to a company structure

Best for: Independent workers, freelancers, solo contractors

Homeowner (Special)

Property owners seeking services.

Homeowners can:

Claim and manage their properties
Create job requests
Message contractors
View work history at their properties
Pay invoices

Best for: Residential property owners

Permission Details

What Admins Can Access

Area	Access Level
Dashboard	Full company view
Customers	All customers
Properties	All properties
Tickets	All tickets
Jobs	All jobs
Invoices	All invoices
Reports	Full access
Settings	Full access
Team	Add/remove/manage
Billing	View/modify
Integrations	Connect/disconnect

What Members Can Access

Area	Access Level
Dashboard	Personal/team view
Customers	View all
Properties	View all
Tickets	View/create/edit
Jobs	View/create/complete
Invoices	View/create/send
Reports	Limited access
Settings	Personal only
Team	View list only
Billing	No access
Integrations	No access

Assigning Roles

When Adding Team Members

Go to Settings > Team
Click "Add Team Member"
Select role: Admin or Member
Complete and send invitation

Changing Existing Roles

Go to Settings > Team
Click on the team member
Change their role dropdown
Save changes

Only Admins can change roles.

Company Owner

Special Status

The person who created the company account has special status:

Cannot be removed by other admins
Always has admin access
Is the primary account holder
Receives billing communications

Transferring Ownership

To transfer company ownership:

Contact BlueClerk support
Both parties must verify
Access transfers to new owner

Multiple Users, Same Role

You can have multiple Admins or Members:

Multiple Admins: All have equal access to settings
Multiple Members: All have the same permissions

Role Best Practices

Keep Admin Count Low

Only give Admin to those who need it
Most team members should be Members
Admin access = full control

Review Regularly

Check team list periodically
Remove departed employees promptly
Verify roles are still appropriate

Document Internally

Note who has what role
Define role responsibilities
Train new hires on their access

Tips

Start new team members as Members until they need more
Use personal notes to remember why someone has Admin
Consider who should have access before giving it
When in doubt, use the more restrictive role

Common Questions

Q: Can I create custom roles? A: Not currently. BlueClerk uses Admin and Member roles. Custom roles may be added later.

Q: Can Members see other Members' work? A: Members can see all tickets and jobs, but their dashboard focuses on their assignments.

Q: What if I need someone to manage invoices but not settings? A: Member role allows full invoice access without settings access.

Q: Can I restrict someone to only see certain customers? A: Not currently. Members see all company customers. This feature may be added.

Q: If I leave, what happens to my role? A: Your account should be removed or transferred. Contact support for ownership changes.

User Roles and Permissions